Obligations to the client (supplier.
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Initial: there is an order to the supplier. Automation "Update our commitment to the client" is configured
The parameters are set: 100% of the shipped (credited) goods.
When we move to a stage, the system updates our obligations and instead of highlighting them in red with a minus sign (we should), it highlights them in green (we should)
What should be the automation parameters in this case?
Original question is available on version: ru
The parameters are set: 100% of the shipped (credited) goods.
When we move to a stage, the system updates our obligations and instead of highlighting them in red with a minus sign (we should), it highlights them in green (we should)
What should be the automation parameters in this case?
Answers:
Hello. Please provide a link to the process where you did it. Processes are incoming and outgoing, depending on the type, obligations are considered.
05.10.2020, 15:43
Original comment available on version: ru
Good afternoon, Denis.
Most likely your business process direction is "Incoming". The direction can be viewed in the business process itself here http://prntscr.com/utgjp3 http://prntscr.com/utgk22
If this is an order to the supplier, then the direction should be "Outgoing".
Accordingly, the "Update our commitment to the customer" action updates your payment commitments.
And the action "Set/update the obligations of the client (to your company)" updates the obligations of the client (in our case, this is the supplier) regarding postings.
If you have a regular order to the supplier Ordered-Paid-Capitalized-Closed, then you can put 100% in the actions of updating obligations and everything (without checkmarks) will then also be correctly calculated.
Most likely your business process direction is "Incoming". The direction can be viewed in the business process itself here http://prntscr.com/utgjp3 http://prntscr.com/utgk22
If this is an order to the supplier, then the direction should be "Outgoing".
Accordingly, the "Update our commitment to the customer" action updates your payment commitments.
And the action "Set/update the obligations of the client (to your company)" updates the obligations of the client (in our case, this is the supplier) regarding postings.
If you have a regular order to the supplier Ordered-Paid-Capitalized-Closed, then you can put 100% in the actions of updating obligations and everything (without checkmarks) will then also be correctly calculated.
05.10.2020, 15:52
Original comment available on version: ru
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