PURCHASE-TO-PAY SOLUTIONS

Transcrição

1 PURCHASE-TO-PAY SOLUTIONS

2 May 2015 SaphetyDoc - RELEASE NOTES Offer Management

3 SaphetyDoc - RELEASE NOTES SaphetyDoc s release will start production phase in 13/05/2015. PDF format: Amount Transported and To Be Trade Item Templates Transported Customized VAT Exemption Reason SAFT: Removal of document types PDF format bugs corrections New Document Type: Delivery Forecast Reply Notifications configuration, based on document status change General Enhancements

4 AGENDA SaphetyDoc+ 1.PDF format: Amount Transported and To Be Transported 2. Customized VAT Exemption Reason 3. SAFT: Removal of document types 4. PDF format bugs corrections SaphetyDoc 5. New Document Type: Delivery Forecast Reply 6.Notifications configuration, based on document status change 7. General Enhancements

5 SaphetyDoc+ PDF format: Amount Transported and To Be Transported The generated PDF s by SaphetyDoc+ now will include the amount transported and to be transported in all pages of the pdf (this change is only to documents with more than one page and with amounts to be stated). This is applied to documents such as: Invoices Simplified Invoices; Debit Notes; Credit Notes; Delivery Notes Ponto do Despacho N.º 8632/2014 Os documentos referidos no ponto 1, quando na sua impressão resultar mais do que uma página, devem exibir em todas elas a designação do tipo de documento, a respetiva numeração de acordo com o ponto , os valores acumulados (transportados e a transportar), o respetivo n.º de página e o n.º total de páginas. Os apuramentos globais de base tributável, apuramento de impostos e total do documento, quando existirem, devem constar exclusivamente na última página.

6 SaphetyDoc+ Customized VAT Exemption Reason Users can now customize the reason why they have VAT exemption when the line of the document doesn t have VAT. Go to Document > Add a Line > Select the line detail > in the VAT field, select the option VAT O (without VAT), in the field reason for VAT exemption select others and customize the reason. This information will also be sent to the SAFT.

7 SaphetyDoc+ SAFT: Removal of document types When SAFT is generated it was removed the option to select documents types (commercial or transport) signed and/or exportable to the SAFT (PT) Ponto 3.3 do despacho n.º 8632/2014 "3.3 A aplicação não pode permitir: Ao utilizador definir quais os tipos de documentos que são assinados e ou exportáveis para o SAF-T(PT), especialmente, os que foram criados ou modificados por aquele."

8 SaphetyDoc+ PDF format bugs corrections Correction on the dates displayed in the PDF; Adjustment in the senders information on the PDF; Adjustment of the errors (if they exist) when presenting the PDF

9 AGENDA SaphetyDoc+ 1.PDF format: Amount Transported and To Be Transported 2. Customized VAT Examption Reason 3. SAFT: Removal of document types 4. PDF format bugs corrections SaphetyDoc 5.New Document Type: Delivery Forecast Reply 6.Notifications configuration, based on document status change 7.General Enhancements

10 SaphetyDoc New Document Type: Delivery Forecast Reply New Document Type: Delivery Forecast Reply. Suppliers can now reply to a Delivery Forecast sent by their clients.

11 SaphetyDoc (1/2) Notifications configuration, based on document status change The users have the possibility to configure the notification they want to receive when the status of the document changes. You can do this by clicking in your Entity Logo > Notifications and here you can configure the addresses that will receive the notifications based on document status change and also indicate if the notifications should be associated to Sent and/or Received Documents. For this first release this feature will only be available for the document status: Cancelled. We will support the other document status in the next releases. 1 2 If a status is selected you must choose at least one option: Sent and/or received Documents.

12 SaphetyDoc (2/2) Notifications configuration, based on document status change After configuring, anytime a document is cancelled you will receive an notification. You can by request, customize the notification content.

13 SaphetyDoc General Enhancements General Enhancements: Company name under entity logo fixed; Due date format fixed; Fixed SaphetyDoc screens when working in small resolutions.

14 PORTUGAL (headquarters) Rua Viriato, Nº13, 2ºPiso Lisboa T F E. BRAZIL Av. Brig. Faria Lima, Torre Sul 4º Andar - Pinheiros São Paulo T E. [email protected] COLOMBIA Edificio Avante 93, Calle 93 No , Oficina 503, Bogotá T. (+57-1) E. [email protected]