In addition to capturing the header data in the validation screen, it is now also possible to enter the posting lines in Blue10 using the “Coding in Blue10” functionality. This allows the entire cost invoice to be processed in Blue10, eliminating the need to enter the posting lines manually in Finance & Operations.
Options when coding a cost invoice
When coding in the Blue10 validation screen, the following options are available:
- Coding by general ledger type;
- Coding by deferral code to spread a posting across multiple periods;
- Coding by dimensions 1 through 5;
- On the coding lines, it is possible to enter a discount in the Discount percentage field.
What changes in Blue10 when the coding functionality is activated?
It is possible to activate the “Coding in Blue10” functionality per administration. Once activated, the following changes will apply in Blue10:
- At the bottom of the validation screen, the coding lines are displayed so that the posting lines can be entered.
- The Posting template field has been added to the header data. A posting template makes it possible to easily reuse frequently used codings and apply them by default.
- The Code in ERP field is available in the header data, allowing users to manually deviate from the standard process if needed. If this field is selected, the header data can be entered in Blue10 and the posting lines can be entered in Finance & Operations.
- When the coding of the cost invoice takes place in Finance & Operations, Blue10 records the header data after a user in Blue10 performs the Save in accounting system action.
- After the invoice has been posted manually in Finance & Operations, a user in Blue10 must manually perform the Post and block action so that Blue10 can synchronise the final voucher number and the posted invoice lines.
- When the coding of the cost invoice takes place in Blue10, Blue10 automatically performs the Post and block action to record the header data and coding lines of the cost invoice in Finance & Operations.
- Blue10 does not automatically perform the Post and block action when the cost invoice is linked to a purchase order or when the Code in ERP field is selected in the validation screen.
Activate the “Coding in Blue10” functionality
To use the “Coding in Blue10” functionality, the latest Blue10 extension is required. If you do not have this yet, please contact Customer Support. Once you have the correct extension, you can activate the functionality yourself by following a few steps.
- In Blue10, go to Settings > Companies and open the required administration.
- Under Base information, you will find the Code invoices in within Blue10 setting. Set this to Yes.
- Under Coding information, it is possible to enable or disable coding fields. These fields are visible on the coding lines in the validation screen and are included in the posting in Finance & Operations.
- Finally, click Save. The functionality is now activated.
