Last updated: 19.06.2020
Applies from: 2020.06.00 and later
Switching from being invoiced to being credited (self-billing)
This guide is for users who have suppliers or subcontractors, hereafter referred to as resources, from which invoices are currently received but which now wish to have the costs credited instead.
Step 1: Credit orders to archive the credit units
Prepare the switch by making a final credit for the orders that you currently have, where the credit units are archived. If there are no orders to credit, you need to wait until there are some available. Wait until then to do the switch.
Obs!
This step is important to enable Opter to handle all the shipment history regarding the resources correctly after the switch. Follow the instructions below so that previous orders are not affected.
If you have orders to credit, proceed as follows:
- Click on Economy > Supplier bills > Supplier bills.
- Click on New period in the menu bar.
- Leave the Specific resources tab untouched. Do not select any individual suppliers or subcontractors.
- Make sure that the Archive unused credit units checkbox is selected.
- Click on Ok.
Step 2: Change the settings for the resource
Once the credit, which archives unused credit units, has been done the settings for the resource can be changed. Proceed as follows:
1. Click on Register > Suppliers or Register > Subcontractors.
2. Select the resource to work on from the list on the left.
3. Go to the Pricing and Billing tab.
4. Deselect the Sends invoice and Create cost price items automatically checkboxes.
5. Click on
to save all changes.
Further information
It is not actually the cost price item itself that is credited (or not), but what is called the credit unit.
Before configuring a resource for crediting instead of invoicing, a credit needs to be made via which unused credit units are archived. Opter then archives the credit units that should not be credited, for example credit units for resources that invoice and credit units (such as extras) that do not have a resource. If the crediting is done for specific resources, the archiving will be incorrect. This depends on how Opter handles shipments and credits that are in the past.
Archiving unused credit units means that the crediting unit will never be credited, nor will it be done retroactively for previous shipments.
The archiving is done only if:
- You create a credit note for all the resources in a single period.
- The Archive unused credit units checkbox is selected.