purchase-to-pay solutions -...
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PURCHASE-TO-PAY SOLUTIONS
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SaphetyDoc - RELEASE NOTES 6.1.4.8
May 2015
Offer Management
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Trade Item Templates
•PDF format: Amount
Transported and To Be
Transported
•Customized VAT
Exemption Reason
•SAFT: Removal of
document types
•PDF format bugs
corrections
•New Document Type:
Delivery Forecast Reply
•Notifications
configuration, based on
document status change
•General Enhancements
SaphetyDoc - RELEASE NOTES 6.1.4.8.
• SaphetyDoc’s release 6.1.4.8 will start production phase in 13/05/2015.
AGENDA
SaphetyDoc+1.PDF format: Amount Transported and To Be
Transported
2.Customized VAT Exemption Reason
3.SAFT: Removal of document types
4.PDF format bugs corrections
SaphetyDoc5.New Document Type: Delivery Forecast Reply
6.Notifications configuration, based on document
status change
7.General Enhancements
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SaphetyDoc+PDF format: Amount Transported and To Be Transported
The generated PDF’s by SaphetyDoc+ now will include
the amount transported and to be transported in all
pages of the pdf (this change is only to documents with
more than one page and with amounts to be stated).
This is applied to documents such as:
• Invoices
• Simplified Invoices;
• Debit Notes;
• Credit Notes;
• Delivery Notes
Ponto 2.2.11 do Despacho N.º 8632/2014
“Os documentos referidos no ponto 1, quando na sua impressão resultar mais do que uma página, devem exibir em todas elas a designação do tipo de documento,
a respetiva numeração de acordo com o ponto 2.2.4., os valores acumulados (transportados e a transportar), o respetivo n.º de página e o n.º total de páginas. Os
apuramentos globais de base tributável, apuramento de impostos e total do documento, quando existirem, devem constar exclusivamente na última página.”
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SaphetyDoc+Customized VAT Exemption Reason
Users can now customize the reason
why they have VAT exemption when
the line of the document doesn’t have
VAT.
Go to Document > Add a Line >
Select the line detail > in the VAT
field, select the option VAT O
(without VAT), in the field “reason
for VAT exemption” select “others”
and customize the reason.
This information will also be sent to
the SAFT.
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SaphetyDoc+SAFT: Removal of document types
When SAFT is generated it was
removed the option to select
documents types (commercial or
transport) signed and/or
exportable to the SAFT (PT)
Ponto 3.3 do despacho n.º 8632/2014
"3.3 — A aplicação não pode permitir:
3.3.1. — Ao utilizador definir quais os tipos de documentos que são assinados e ou exportáveis
para o SAF-T(PT), especialmente, os que foram criados ou modificados por aquele."
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SaphetyDoc+PDF format bugs corrections
• Correction on the dates displayed in the
PDF;
• Adjustment in the senders information on
the PDF;
• Adjustment of the errors (if they exist)
when presenting the PDF
AGENDA
SaphetyDoc+1.PDF format: Amount Transported and To Be
Transported
2.Customized VAT Examption Reason
3.SAFT: Removal of document types
4.PDF format bugs corrections
SaphetyDoc5.New Document Type: Delivery Forecast Reply
6.Notifications configuration, based on document
status change
7.General Enhancements
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New Document Type: Delivery Forecast Reply.
Suppliers can now reply to a Delivery Forecast sent by their clients.
SaphetyDocNew Document Type: Delivery Forecast Reply
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SaphetyDoc (1/2)Notifications configuration, based on document status change
The users have the possibility to configure the notification they want to receive when the status of the document changes.
You can do this by clicking in your Entity Logo > Notifications and here you can configure the email addresses that will receive
the notifications based on document status change and also indicate if the notifications should be associated to Sent and/or
Received Documents.
For this first release this feature will only be available for the document status: Cancelled.
We will support the other document status in the next releases.
If a status is selected you must
choose at least one option: Sent
and/or received Documents.
1
2
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You can by request, customize the notification content.
SaphetyDoc (2/2)Notifications configuration, based on document status change
After configuring, anytime a document is cancelled you will receive an email notification.
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SaphetyDoc General Enhancements
General Enhancements:
• Company name under entity logo fixed;
• Due date format fixed;
• Fixed SaphetyDoc screens when working in small resolutions.
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