External credit, order reception

Last updated: 9 April 2026

Order > Order &reception

In this article

In group External credit, any supplier bills may be shown as revenue on the orders. If group External credit does not appear in the order reception, you can configure it to be displayed. For more information, see Organising the groups in Order reception.

Supplier bills can be displayed as revenue on orders in the order check module as well, provided you add columns for this; for instructions, see Order check (window).

For instructions on how to perform an external credit check, see Checking external credits.

Field

Function

Description

Done

The checkbox can be selected automatically or manually in accordance with the following scenarios:

  • If the sum of the external credits is equal to or greater than the expected income on the order, the checkbox is automatically selected when external credits are imported and when external credit rows are manually added in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time.

  • If you think you have got what you need from the external credits on this order, you can choose to manually select the checkbox.

The checkbox can be deselected automatically or manually in accordance with the following scenarios:

  • If the sum of the external credits is less than the expected income on the order, the checkbox is automatically deselected when external credits are imported and when external credit rows are manually added or deleted in order reception. The checkbox can then be changed automatically during subsequent imports or manually at any time.

  • If you think you have not got what you need from the external credits on the order, you can choose to manually deselect the checkbox.

Amount

The total amount of all external credits on the order or a manually specified amount is displayed as follows:

  • If the amount is in italics, the sum of the external credits is displayed on the order.

    The total is calculated automatically when external credits are imported and when external credit rows are manually added or deleted in order reception. The total can then be changed automatically during subsequent imports or manually at any time.

  • If the amount is in normal text (i.e. not in italics), a manually entered amount is displayed.

Difference

The difference between Amount and the calculated amount (i.e. the expected income on the order).

Credit number

If the external credit is imported, the credit number used by your partner is displayed.

If the external credit has been added manually in order reception, the credit number that was entered will be displayed, if a number was entered.

Date

If the external credit is imported, the crediting date specified by your partner is displayed.

If the external credit has been added manually in order reception, the date entered is displayed.

Columns in the list

The individual external supplier bills are shown here.

Function

Description

Credit number

If the external credit is imported, the credit number used by your partner is displayed.

If external credits are added manually, a credit number can be added in the Credit number column, if desired. A credit number is not necessary, but it can be a way of keeping track of the money’s origin.

Date

If the external credit is imported, the crediting date specified by your partner is displayed.

If external credits are added manually, Opter suggests the current date, but you can enter a different date if desired.

Amount

Amount credited. This amount is assumed to be in the default currency of your Opter system.

If the external credit is imported, the credit amount held by your partner is displayed at the time of import.

If you add external credits manually, you enter the amount yourself.

See also