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Create Supplier Bills (window)

Economy > Supplier bills > Supplier bills > New period

The following conditions apply to the creation of credit notes for suppliers and subcontractors:

They must not be disabled in the supplier/subcontractor registry.
They must have a resource price in the registry (for suppliers, resource pricing can also be downloaded from Employees or Vehicles).
Sends invoice should be deselected in the registry.
For suppliers: there must be at least one resource of the type to which the credit relates (employee or vehicle as set up on the Settings > Office > Crediting tab).

The window’s tabs

General

Function	Explanation	Default setting
End date	Last order date to be included on the credit note.	Last day of the previous month.
Bill date	The date from which the due date is calculated.	Last day of the previous month.
Due date	The latest date on which the credit must be paid. Select the checkbox and enter a date. If you do not enter a date, the due date is taken from the supplier/subcontractor registry.
Crediting type	Choose whether to credit suppliers or subcontractors. If you choose [None], no credit notes are created, but a price calculation is carried out. This can be useful if you have changed a resource price list and want to see what impact this has.	Supplier bill
Crediting interval	Credit notes are created for the suppliers/subcontractors that have the range you select here.	[All]
Region	Creates credit notes for shipments on orders that have a specific region. Since the region applicable to the order is referred to, it is easier to match income and costs when creating invoices and credit notes. If you choose [None], only orders with the applicable region [None] are included, not orders in which any region is selected. If you choose [Any], all orders are included.	[Any]
Calculate prices	[No]: no resource prices are recalculated. If you have just calculated the prices, you do not need to do it again. [Incremental]: calculates resource prices that are in the queue. Used if the automatic resource price calculation is disabled. [Full]: All resource prices are recalculated, regardless of whether or not they are already up to date.	[Full]
Create scheduled surcharges	The surcharges defined in the Predefined bill surcharges window, as well as the part payments and interest on resource loans, are created. For more information, see Predefined bill surcharges (window).
Archive unused credit units	Unused credit units are archived and are not included in future price calculations, thus speeding up the calculation. When an order is saved, the credit units are restored from the archive. Note: The archiving is not carried out if specific resources are credited (to prevent pending credits that should be credited also being archived). This checkbox will be deselected if any supplier or subcontractor is selected on the Specific resources tab. If a credit is made without selecting a specific resource, archiving is carried out.
Ok	Creates the credit notes.	–
Cancel	Cancels the process.	–
Close	Closes the window. If you do not run the process by clicking on Ok, no credit notes will be created.	–

There is a log at the bottom of the window showing the results of each step in the process.

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