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Purchase contact profile

A purchase contact profile contains settings applicable to all purchase contacts/creditors linked to the profile. This allows you to manage various settings for purchase contacts/creditors in a profile, meaning you do not have to record them for each purchase contact/creditor.

Description

In a profile, you enter settings for journalising invoices, collecting invoices and sending invoices and you can select reports to be used for the order process and the invoices, etc. Profit provides a default purchase contact profile. If you do not use profiles, then this default profile is used. You can also add deviating purchase contact profiles.

Preparation

  • Add reports

    When adding purchase contact profiles, you select reports that you use for the order process and the different invoices. You can design your own reports for a purchase order, a receipt of goods, an invoice, etc.

  • Delete or block a report

Procedure

  • Add a purchase contact profile

    In a purchase contact profile you specify a number of settings that apply to the purchase contacts who are linked (or will be linked) to the profile, such as settings for journalising invoices. In addition, you link the reports Profit must use for the order process and the invoices.

Also see

Process

Configuration

Work area

app