Additional function Transfer advance

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Requirements

• The Expert product line is a prerequisite for this plug-in.

Application

Conditions for the transfer of downpayments

• The currency the source and target project must match.
• The user must Project leader Legal and be registered as project leader for both projects.

Transferring individual downpayments

The transfer is made on the individual advance via actions > Vorschuss umbuchen . Only projects of the same customer are available as a target project.

Thus, on the downpayment of the source project, the checkbox will be Reconciling activated, the value of Amount open set to 0.00 and created a pro forma invoice equal to the downpayment (as a negative total) to charge it.

A new downpayment is created on the target project and a pro forma invoice linked to the downpayment. The downpayment includes in the field designation  information on the date on which and from which source project the advance was transferred:

When creating a new invoice on the target project, we automatically deducted the downpayment.

Transferring several downpayments

On the project you can use actions > Projektvorschüsse umbuchen several downpayments are transferred simultaneously.

This means that the checkbox is applied to all downpayments of the source project Reconciling activated and the value of Amount open set to 0.00. In addition, a pro forma invoice is created for all downpayments (as a negative total) in order to charge them.

New downpayments and a pro forma invoice linked to the downpayments will be created on the target project:

Downpayments shall be shown in the box designation Information on the date on which and from which source project the downpayment was transferred (see above). Downpayments are automatically deducted when a new invoice is created on the target project.

Technical Information

Importing the plug-in creates the following objects: