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Add the Purchase invoice menu item

The site administrator adds a menu item Purchase invoice to the site. Using this menu, a logged on user can submit a dossier item (the purchase invoice) directly. If you want to make it possible for external parties to submit purchase invoices using OutSite (your customer portal), you can also configure this functionality for OutSite. You perform the same steps as those described in this procedure, but instead you add the Inkoopfactuur menu item to OutSite.

To add the Purchase invoice menu item:

  1. Log on and start Site management.

  2. Click on: Log on.
  3. Click on: Menu in the Site frame.
  4. Click on: New. You do this at the location in the menu under which you want to add the menu item.

    If you want to add the menu item to the menu bar, click on New in the menu bar.

  5. Enter the description.

    In this example Inkoopfactuur.

  6. Select the action Refer to existing page.
  7. Click on: Next.
  8. In Page, select Aanmaken inkoopfacturen.
  9. Click on: Add.

    If a user clicks on the menu, he can immediately submit a dossier item (the purchase invoice).

  10. You must now update the overviews.

Directly to

  1. Configure the review of purchase invoices using InSite/OutSite (Purchase invoice workflow)
  2. Activate invoices in circulation
  3. Set up a dossier item type and the purchase invoice workflow for InSite
  4. Activate page types for the Purchase invoice workflow in InSite
  5. Add the Purchase invoice menu item
  6. Configure an entry layout for the Purchase invoice workflow
  7. Workflow in OutSite

Process

Debtors and creditors