Invantive VisionIn this form you can register and change orders.
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An order is an obligation that the project developer agrees upon with a supplier for the delivery of goods and/or services. The order does not directly lead to an invoice, but eventually it will lead to an invoice.
The meaning of the entry fields is:
Project |
The project of which the order is part of. |
Cost Type |
The cost category on which the order is registered. Only cost categories can be chosen from the master roll up of the type ‘Costs’. |
Supplier |
The supplier who received the order to supply goods and/or services. Only organizations that have been published as a contractor are listed. The list of suppliers used when entering is restricted to suppliers who have a code that is allowed to be used on a project in the filter. With a pattern you can manage for each project for which suppliers orders may be registered. |
Contact |
The natural person acting as representative. |
Contract |
The contract for that particular category of orders and the possible related invoices. Two orders cannot share the same contract on one budget. |
Amount |
The agreed amount of the size of the order. |
Amount Open |
The amount of the order of which no invoices are received yet. |
Granted at |
The date on which the order is granted. |
Charged by Hour |
The activities will be charged by hour if selected. |
Purchasing Conditions |
Here you can choose the purchasing conditions that apply to the order. |
Supplier Reference |
A unique feature by which the contract is known to the supplier. |
Explanation |
An informative explanation such as the sort of work. |
Planned Delivery Date |
Date at which the delivery of goods or services is planned. |
Delivery date |
Date at which the goods or services is delivered. |
Points |
Amount of points awarded for this contract. The point system is a reward system. |
Documents |
Linked documents, see Linking Documents. |
Expected Maturity |
The date the cash flow for this contract is expected to start, see Cash Flow Projections |
Expected Maturity End |
The date the cash flow for this contract is expected to finish. The maturity date is only relevant if the cash flow projection method needs it, see Cash Flow Projections. |
Distribution Method |
The method used to distribute the cash flow of the order over time based on expected maturity and expected maturity end date, see Cash Flow Projections. |
Notice: At the time of recording, the code of the chosen supplier has to match the filter for contractors as defined in the project.
The meaning of the other fields:
Process |
If a process is linked to the command, it will be displayed here. |
Status |
Reference to the process status as registered in the screen Processes. |
Process Holder |
Reference to a process owner as registered in the screen Processes. |
The meaning of the action buttons:
•Invoice Lines: opens a window with the invoice lines of this order.
