Configure a purchase invoice review entry layout
You add thefield to the entry layout for purchase invoices, so you can specify a reviewer per purchase invoice. Only the reviewer can unblock the purchase invoice.
If you are not familiar with this subject, first read the explanation about entry layouts.
To add an entry layout:
- Go to: / / .
- Click on: .
- Select the entry layout for purchase entries that you want to use as a template for the new entry layout.
By selecting/ / , purchase journal properties, you can check which entry layout you use for on the tab.
- Go to the tab:
- Add the following fields to the entry line:
- Block for payment
Place thefield to the right of the field. When making entries, the user must of course first select the check box. Only when this check box has been selected can you select a .
You can also add the name of the reviewer. You can find it by clicking the plus sign in front of.
- Add the
If you do NOT use the Purchase Invoice workflow but you still want to add an attachment when making an entry, you have to select thedossier item type. Profit will then create a dossier for the journal entry: field if you want to link the invoice file (for example a PDF file) as an attachment when entering the purchase invoice. The workflow will then start automatically, as soon as you link an attachment.
- Go to the tab.
- In , select .
- You can specify additional settings on the tab. If you want to block all purchase invoices by default, you can specify this as the preferred value and select in the box. Profit then blocks all purchase invoices, but when making an entry you must select a .
- Click on: .
- Link the entry layout to the appropriate journals in the journal properties.