Purchase Configurations

Recurring Billing v2

• On Purchase Orders

  • NOT RFQ

• Filter

  • Waiting Bills**

    • It is a filter for DRAFT / Non existing Bills

  • Source Document ****is set

  • Source Document contains R:

  • Source Document does not contain S:

  • OPTIONAL

    • Bills > Auto-post is in Monthly

• Group By

  • Billing Status, then

  • Vendor, then

  • Source Document

  • Bills

• View

  • PIVOT

• Click on

  • The amount of the Total

• Favorite Name

  • Recurring Bills Recap v2

One Off Billing

• On Purchase Orders

  • NOT RFQ

• Filter

  • Waiting Bills

    • It is a filter for DRAFT / Non existing Bills

  • Source Document does not contain R*:*

• Group By

  • Billing Status, then

  • Vendor, then

  • Source Document

  • Sub

    • Bills

• View

  • PIVOT

• Click on

  • The amount of the Total

• Favorite Name

  • One Off Bills Recap