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What a branch does and does not do to an e-invoice

What a branch does and does not do to an e-invoice

E-invoice across a group of companies and its branches · presentation 4 of 4 · for the whole-system operator — you run the books Read the transcript · Back to the series

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E-invoice across a group of companies and its branches · presentation 4 of 4

What a branch does and does not do to an e-invoice

You can say what the e-invoice pipeline reads from a branch record, what it copies from the document…

A place on the document

Step 1 — See a branch as a place written on the document

You will know what kind of thing a branch is to the pipeline.

Where this step sits
    flowchart TD
  s1["1. See a branch as a place…"]
  s2["2. Learn the one branch setting that…"]
  s3["3. Know where the branch appears…"]
  s4["4. Stop configuring the fields the pipeline…"]
  s5["5. Put the branch on the customer's…"]
  s6["6. Check the new branch in thirty…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;

Step 2 — Learn the one branch setting that acts

You will know the whole of the branch's e-invoice configuration.

What this step names
  1. When a document is finalised
  2. The platform asks whether the document is marked skip
  3. Whether its branch is
  4. Whether its customer is; any yes and the document never enters the…
  5. With no queue row
  6. No pool row

Present by copy, absent by design

Step 3 — Know where the branch appears, and where it does not

You can predict whether a branch will be on a finished e-invoice before you open it.

Where this step sits
    flowchart TD
  s1["1. See a branch as a place…"]
  s2["2. Learn the one branch setting that…"]
  s3["3. Know where the branch appears…"]
  s4["4. Stop configuring the fields the pipeline…"]
  s5["5. Put the branch on the customer's…"]
  s6["6. Check the new branch in thirty…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Step 4 — Stop configuring the fields the pipeline never reads

Three branch fields will leave your checklist.

Where this step sits
    flowchart TD
  s1["1. See a branch as a place…"]
  s2["2. Learn the one branch setting that…"]
  s3["3. Know where the branch appears…"]
  s4["4. Stop configuring the fields the pipeline…"]
  s5["5. Put the branch on the customer's…"]
  s6["6. Check the new branch in thirty…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Making the branch visible where it matters

Step 5 — Put the branch on the customer's PDF the one way that works

You will know how a branch gets onto the copy a customer holds.

Where this step sits
    flowchart TD
  s1["1. See a branch as a place…"]
  s2["2. Learn the one branch setting that…"]
  s3["3. Know where the branch appears…"]
  s4["4. Stop configuring the fields the pipeline…"]
  s5["5. Put the branch on the customer's…"]
  s6["6. Check the new branch in thirty…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

Step 6 — Check the new branch in thirty seconds

The checklist line is done.

What you do
  1. Open the branch record and confirm the only e-invoice control on it, Skip E-Invoice…
  2. Open any consolidated e-invoice from the common run and read the blank branch column…

NarrationSlide 1 of 10

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The customer the whole group shares, and whose e-invoice it is — transcriptWhat a branch does and does not do to an e-invoice — transcript