Proposals can be generated manually or automatically based on either vendor or customer ledger entries.
To create a proposal, you must use the Owner Information field in the Vendor Bank Account Card and Customer Bank Account Card pages.
At any time and at any level, before processing a proposal, the transaction mode and bank account can be modified. At the lowest level on the relevant vendor or customer ledger entries.
At a minimum, you must fill in the Account Type, Account No., Transaction Mode, Bank Account No., and Amount fields.
If you want to view or adjust the proposal's detail lines, choose the Detail Information action. To return to the proposal, close the Proposal Detail Line page.
Check whether the Currency Code, Transaction Mode, and Bank Account fields of the invoice/credit memo contain appropriate values. By default, they will be copied from the customer card.
Choose the icon, enter Telebank - Bank Overview, and then choose the related link.
Choose the Get Entries action.
You can use the Get Proposal Entries Batch Job batch job to generate proposal lines based on relevant customer ledger entries.
Only proposal lines will be created for ledger entries that have a transaction mode of account type Customer and a link to the active bank account.
If you want to view or adjust the proposal's detail lines, choose the Detail Information action. To return to the proposal, close the Proposal Detail Line page.
Choose the Get Entries action.
You can use the Get Proposal Entries Batch Job batch job to generate proposal lines based on relevant vendor ledger entries.
Only proposal lines will be created for ledger entries that have a transaction mode of account type Vendor and a link to the active bank account.
If you want to view or adjust the proposal's detail lines, choose the Detail Information action. To return to the proposal, close the Proposal Detail Line page.
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Invoice Sales
Record Purchases
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