This operation instantly controls and determines if customers and suppliers with whom companies engage in business relations are amenable to e-invoicing and it updates e-invoice info automatically.
Tax Number (T.R. ID Number if it is a private company) information entered in Batch Operation filters is compared to the list of e-invoice liable that is published as an XML file by Revenue Administration (RA). If the relevant AR/AP is in RA list as a liable, the e-invoice userbox is checked in AR/AP record. The Postbox Label field is populated with data sent from RA. If Tax Number or T.R. ID Number of AR/AP is not available in XML file, it would indicate that it is not liable to e-invoicing. Accordingly, the e-invoice userbox is unchecked after the batch operation.
The filter options are as below:
AR/AP Type | Customer + Supplier / Customer / Supplier / Association |
|---|---|
AR/AP Code | Group / Range |
AR/AP Title | Group / Range |
AR/AP Auxiliary Code | Group / Range |
Trading Group | Group / Range |
Org. Unit | Group / Range |
Default Scenario Type | Do Not Update / Base Invoice / Commercial Invoice |
Update If There Are Multiple Label Info | Yes / No |
If you select Yes option in the Update If There are Multiple Labels line, the first mailbox and sender label in the system is saved for the Accounts Receivable/Payable. If you select No, field information, except for the mailbox and sender unit label fields, is updated for these Accounts Receivable/Payable. Click the Apply button to start the operation and update e-invoice information of the filtered AR/AP records.
The Update e-Invoice Info operation is performed for the AR/AP filtered by starting the operation with the Apply button. The previous update results are deleted on the “AR/AP Not Updated in e-Invoice Info Update Operation” under Finance>Transactions, the new results are listed and only the AR/AP not updated are displayed after the update operation.