Authorization object: FAKEINREKLAMATION
COMPANY → FINANCIAL INTERFACE → Voucher types tab
Outgoing invoices to creditors must be permitted:
To do this, make a corresponding entry in the Outgoing invoice to Creditors field in the Voucher types tab.
ADMIN → CS ADMIN → CS CODES → Field Type
1 .Setting
An invoicing type for complaint vouchers with type = [FRT] must exist .
2. Setting
Record a mark for complaints with type [KZR] in the field Type.
Record the following entries in the fields Code and Name
- J = Completed
- N = Not necessary
- O = Outstanding (still to claim)
→ The entries are dislayed in a dropdown list named Complaint required? in the voucher items (ER).
3. Setting
Record a Reason for complaint in the field Type with type = [RKG].
ADMIN → INVOICE LAYOUT
You need a layout for complaint vouchers in ADMIN → INVOICE LAYOUT.
The Invoice type SPERG has to be selected from the dropdown list.
COMPANY→ INVOICING→ Settings tab
The same invoice type must also be setted in the Settings tab → Field Invoice type complaint.
COMPANY → INVOICING → Incoming invoice tab
1 .Setting
Click the checkbox [Show mark Complaint is required] to activate the field in the order.
→ If this checkbox has been activated, the new column [Complaint required?] will be added to the incoming invoice next to the field [OK Conformity].
2. Setting
Click the checkbox [Enter reference no. for service provider] to activate a new field in the order.
→ A Reference no. service provider column to the right of the Complaint required? column will be added to the incoming invoice.