Purchasing with Supplier invoice in Fieldly
attachment (pdf) comes with supplier invoice
If integration with Fortnox/Visma invoice is approved and bookkept with account number before being imported to Fieldly twice a day (05.00 & 14.00)
If there is a project number on invoice it connects automatically to corresponding WI in Fieldly
expense report is created with predefined markup (or discount)
status on invoice is displayed as connected
If project number is missing connection to WI has to be done manually
expense report is created with predefined markup (or discount)
All prices are imported excluding VAT
Purchasing with EDI
(=order confirmation in Fieldly)
attachment (pdf) does not comes with supplier invoice (EDI-suppliers do not send pdf with the order confirmation)
After order, the supplier sends order confirmation(EDI)
Fieldly imports order conformation every hour
If there is a project number on invoice it connects automatically to corresponding WI in Fieldly
article expense report with predefined markup or discount is created
New articles are created in the the article register if they do not already exist.
If project number is missing - connection to WI has to be done manually
article expense report is created with predefined markup (or discount)
New articles are created in the the article register if they do not already exist.
All prices are imported excluding VAT
Note: It’s possible to edit number of articles in an expense report from EDI. Rights and setting may be needed
Order confirmation with specification of articles imported into Fieldlyt is supported by following suppliers:
Dahl
Ahlsell
Solar
Elektroskandia
Storel
Selga
Lundagrossisten
All other purchases need to go via supplier invoice from ERP data imported to Fieldly is limited to total amount (excl VAT) + supplier invoice - no article lines.
Purchases from Supplier Document can have “Markup on purchases” on different levels (company, client, wi, report and article)
Attaching supplier invoice PDF to Fieldly or ERP invoice
Supplier invoice must have been imported and connected in Fieldly. If not, it has to be attached manually e.g. in email when sending/exporting invoice
Duplicates of supplier invoices
It can happen that duplicates of a supplier invoice are imported to Fieldly.
Reason: Invoicing from both EDI and importing from ERP
Solution: “Blacklist” the supplier with duplicates from being imported to Fieldly (from Fortnox)
Done in Integrations =>Fortnox => Settings => Exclude supplier invoices from following suppliers
Supplier number has to be looked up in ERP
Notes to be integrated in documentation
The supplier EDI integration works like; When we receive the order response from the supplier, we import it as a "Order response" under "Supplier documents" and tie each row (expense report) to the connected WI. If user does not see a purchase then she has probably not received any order response or Fieldly has set up the integration with wrong "identifier" for the client.
