How can you handle errors after uploading a CSV or Excel file?
If errors occur when uploading CSV or Excel documents, you basically have two options:
How do I work with documents that have an error status?
You can choose from a number of solutions, depending on whether the document has already been sent or not.
| Document | Status in the invoice list | Solution |
|
The document was successfully sent to the customer. A commercial error was found after the document was sent. |
How to create a credit note?
Creation of a credit note/ price variation
If you have already sent an invoice to your customer and you determine that it needs to be corrected, select the symbol “...” of the document to be corrected in the invoice list.
You can now select from a range of types depending on your customer configuration:
Credit note (cancellation) – partial or complete cancellation of the selected document ("Credit note").
Price variation credit – increase/reduce the original amount (price).
What does the column “processing status customer” mean?
The processing status customer provides you with an overview of invoices for which the customer has transmitted a status for processing to SupplyOn.
The following status notifications are possible:
What different settings are possible?
You can use the left navigation bar under “Settings” to individually determine whether and how frequently you would like to be informed by email about Invoicing events.
As a rule, you can set the following notifications:
What is Performance Management?
Performance Management is an individually configurable service offered by SupplyOn. It permits to define Performance KPIs and track them in close coordination between customer and supplier. The service offers easy to use configuration and clearly structured navigation to present KPIs and useful details. Performance Management isn't only a KPI overview but also contains collaboration features (e.g. comment function, KPI sharing, etc.) that enhance communication between customers and suppliers on continuous improvement topics.
How can I close billed line items?
Do you still have entries/line items in the list of billable items that you no longer need? Then you can close these line items permanently and irretrievably. This does not generate an invoice, but sets the desired line items to “completely invoiced.”
Please note: This step can not be reversed!
How do I create an invoice from a “billable item”?
"The “list of billable items” contains all demand types that your customer can invoice with you, for example POs or ASN - Advanced Shipping Notice.