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Get your items ready for e-invoice · presentation 3 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Get your items ready for e-invoice · presentation 3 of 5

The tenant default that nothing reads any more

You can say why setting the three DEFAULT_EINVOICE_ settings in Application Settings changes nothing on a new item…

A setting with nothing behind it

Step 1 — Find the setting that looks like the answer

You will recognise the trap.

Screen capture pending the demo tenant

Doc Item Maintenance, Application Settings, the three e-invoice default pickers

Step 2 — Learn that it was deliberate

You will not file this as a bug.

Where this step sits
    flowchart TD
  s1["1. Find the setting that looks like…"]
  s2["2. Learn that it was deliberate"]
  s3["3. Ask why a customer would want…"]
  s4["4. Meet what replaced it"]
  s5["5. Use the mechanism that does work"]
  s6["6. Take away the habit…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Why it was worth removing

Step 3 — Ask why a customer would want that

You will understand the argument, which is better than it sounds.

What you do
  1. Set it to Others and every new item is silently Others
  2. Set it to computers and smartphones and your cleaning supplies are too

Step 4 — Meet what replaced it

You will know where the codes on your new items come from.

  • Open the E-Invoice tab on an item with no classification and it fills in…
Screen capture pending the demo tenant

The E-Invoice tab of a new item, classification showing 022 Others without anyone choosing it

Item Templates

Step 5 — Use the mechanism that does work

You will have a real answer to give.

What this step names
  1. A template carries field defaults
  2. It is chosen on the create screen's first tab
  3. If it names a classification the tab will not overwrite it

How to tell a live setting from a stranded one

Step 6 — Take away the habit, not just the fact

You will spend fewer afternoons like this one.

Where this step sits
    flowchart TD
  s1["1. Find the setting that looks like…"]
  s2["2. Learn that it was deliberate"]
  s3["3. Ask why a customer would want…"]
  s4["4. Meet what replaced it"]
  s5["5. Use the mechanism that does work"]
  s6["6. Take away the habit…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

NarrationSlide 1 of 11

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