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Invoices and credits

Betrieblicher Arbeitsbereich sales_billing

End-to-end sales flow: calculation, acceptance of offers, project conversion, accounting and reminder.

Ziel & Fachlicher Nutzen: The central part of the distribution and invoicing process. Offers are collected, calculated and sent. When accepted, the system automatically cascades into project and works state order and procurement (Strecke or BTO).
⚡ Arbeitsabläufe (8) 📋 Aufgaben & Funktionen (35) ❓ Formularhilfe im Bereich 🛡️ Rechtliche Richtlinien

⚡ Typische Arbeitsabläufe Schritt für Schritt

The following information shall be provided:

From the quote to the acceptance, automatic order conversion, partial delivery to final settlement.

stateDiagram-v2 [*] --> DRAFT: Angebot anlegen DRAFT --> SENT: Versenden an Kunden SENT --> ACCEPTED: Kunde bestätigt Angebot ACCEPTED --> CONVERTED: convert_to_project() state CONVERTED { direction LR WorkOrder: Arbeitsauftrag Dropship: Streckenbestellung BTO: Einkaufslager } CONVERTED --> INVOICED: Rechnung erstellen (ZUGFeRD/DATEV) INVOICED --> PAID: Zahlungseingang (SEPA/Bank) PAID --> [*]
Ablaufschritte:
DRAFT
Draft

The Commission shall adopt delegated acts in accordance with Article 21 of Regulation (EC) No 1272/2009.

✓ Price calculation
SENT
Shipment

PDF generation and dispatch to customers by e-mail or portal.

✓ Monitoring of the period of validity
ACCEPTED
The Commission

The _GT19_1__ accepts the _GT13_0__ (online or in the ERP).

✓ to execute convert_to_project
CONVERTED
Other, of a kind used for the manufacture of goods

Automatic generation of work orders, ordering of routes or reservation of materials.

✓ Other electrical equipment
INVOICED
Manufacture from materials of heading 810

The Commission shall adopt the following measures:

✓ The following information shall be provided:

The following is the list of the following:

The following is the list of the main functions of the system:

Ablaufschritte:
billing_agent
billing_agent

The following is the list of the products:

✓ billing_agent

User order: billing general agent

The following is the list of the main functions of the system:

Ablaufschritte:
billing_general_agent
billing_general_agent

The following is the list of the products:

✓ billing_general_agent

Other information:

The following is the list of the main functions of the system:

Ablaufschritte:
dunning_agent
dunning_agent

The following is the list of the products:

✓ dunning_agent

The following information shall be provided:

The following is the list of the types of data that are used for the purpose of the report:

Ablaufschritte:
payment_matching_agent
payment_matching_agent

The following is the list of the products:

✓ payment_matching_agent
dunning_agent
dunning_agent

The following is the list of the products:

✓ dunning_agent

Other work

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:
detected
detected

Status of the state machine

accepted
accepted

Status of the condition machine

rejected
Rejected

Status of the condition machine

quoted
Cited

Status of the condition machine

invoiced
invoiced

Status of the condition machine

Other

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:
draft
Draft

State of the machine <unk>draft <unk> state of the machine GT11_0__.

proforma
the following:

The following conditions shall apply:

issued
issued

Status of the conditioning machine <unk>issued <unk>

sent
(c)

The following information is provided for the purpose of this Regulation:

partially_paid
partially_paid

Status of the state machine <unk>partially_paid <unk> GT11_0__.

paid
Payment

Status of the conditioning machine <unk>paid <unk> GT11_0__.

overdue
late

The condition of the machine is <unk> over______________________________________________________________________________________________________________________

cancelled
cancelled

Status of the state machine <unk>cancelled<unk> invoice.

Transmission of peppol

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:
draft
Draft

The Commission shall adopt the following measures:

queued
Counting

The status of the peppol transmission machine.

transmitting
transmitting

State of the transmission of the State machine Peppol transmission.

delivered
Delivered

The status of the peppol transmission machine

rejected
Rejected

The status of the peppol transmission machine

failed
Failed

The status of the Peppol transmission machine

📋 Wichtige Aufgaben & Funktionen in diesem Bereich

❓

Formular- & Eingabehilfe in diesem Modul

In allen Erfassungs- und Bearbeitungsmasken dieses Moduls finden Sie an jedem Eingabefeld das blaue ?-Symbol:

  • Ebene 1 (Kurzhilfe): Ein Klick zeigt sofort Bedeutung, Pflichtstatus und empfohlene Werte an.
  • Ebene 2 (Erweiterte Hilfe): Ausklappbare Details zu Validierungsregeln, Formatvorgaben und Buchungswirkungen.
  • Ebene 3 (Prozess-Verknüpfung): Direkter Link zum übergeordneten Geschäftsprozess und den Prüfpunkten.

🛡️ Rechtliche Leitlinien & Compliance

✓ The number of the data set shall be the same as the number of the data set. ✓ UStG §14 (compulsory declaration of accounts) ✓ The Commission has also adopted a proposal for a regulation on the