C. Posting financial simplified documents

When receiving an invoice or a credit note with simplified format, the posting button will derive into the financial posting screen with the following fields:

GENERAL FIELDS

The General Fields section details the header data of the document to be posted.

FINANCIAL DATA - VENDOR

In the Vendor section can be detailed the data related to the vendor, line items and taxes, among other related posting items.

After selecting the Tax code, if the check "Apply tax on all items" is marked, the tax indicator will be filled automatically in all document items and tax positions.

In the XML document items will be displayed all the lines included in the XML file and it is possible to include or select additional items needed in the posting.

In the Tax Positions, the related tax is displayed for each of the lines included in the XML file. It also allows to change and include extra information needed for the posting.

FINANCIAL DATA - PAYMENT

The payment section will be filled with the Vendor’s payment transaction data included in its master data, but main information is allowed to be manually changed for the posting.

FINANCIAL DATA - WITHHOLDING TAX

As the withholding tax data can not be informed through simplified documents, this section will appear blocked for posting and the data displayed won’t be considered for posting.