]po[ Financial Document

Financial documents (formally called "Invoices") represent documents exchanged between companies during a business relationship.

]po[ offers several different ways to create financial documents:

• From Scratch:
  You can create financial documents manually "from scratch".
  
  
• From Timesheet Tasks:
  The [timesheet invoicing package] provides a wizard that is capable of creating financial documents (invoices and quotes) based on a project schedule.
  
  
• From Translation Tasks:
  The [translation invoicing package] provides a wizard that is capable of creating financial documents (invoices and quotes) based on a translation project, based on an analyis from a CAT tool.
  

Financial Document Fields

• Invoice Number:
  Numeral identifier of the invoice for tracking and correspondence purpose between clients and providers.  ]project-open[ will    automatically generate an invoice number upon invoice creation, but this data field can be edited by the user as they please. 

• Invoice Date:
  Issue/Creation date of the invoice.

• Cost Center:
  Is is possible to associate financial documents to specific cost or profit centers in the company, allowing for profit center profitability analysis. Also, the cost center permission package allows to define read/write permissions per user group and cost center, allowing to separate profit centers.
  
  
• Effective Date:
  "Official" accounting date of the financial document. This date can be different from the creation date.
  
  
• Payment Terms:
  Determines the due data of the financial document, as an offset number of days from Effective Date.
  
  
• Payment Method:
  Specifies the way the financial document should be paid. Payment methods are defined as [categories] and normally shown as part of the [template].
  
  
• Invoice Template:
  Specifies the [layout template] to be used for formatting the financial document. The list of templates is defined using a category.
  
  
• Invoice Type:
  Type of financial document such as "Invoice", "Quote" or "Purchase Order". The list of document types is defined as a category.
  
  
• Invoice Status:
  Live cycle status of the financial document, defined in a category.
  

References

Related Object Types

• [Translation Invoice]
• TimeSheet Invoice

Related Packages

• [intranet-invoices (financial documents)] 
• intranet-cost financial core package
• [intranet-timesheet-invoices (timesheet wizard for financial documents)]
• [intranet-trans-invoices (translation wizard for financial documents)]

Related Modules

• Finance module