1. General information about Acceptance certificate is provided in tab General. You have to fill in this information when creating new Purchase Acceptance certificate.

2. In tab Media it is possible to attach files. Click Select Files or do Drag & Drop.

3. In tab Notes it is possible to leave notes. Click Add note to create new note.

4. Actions that can be taken with Purchase Acceptance certificate:

• Copy: allows creating duplicate of the Purchase Acceptance Certificate. Only difference is subsequent Purchase Acceptance certificate number. This option allows to simplify the process of creating new Purchase Acceptance certificates, e. g. when creating planned Purchase Acceptance certificates of the Project.
• To Invoice: button is shown when Invoice is assigned to particular Purchase Acceptance certificate. This button is used to open related Invoice.
• Unassign Invoice: button is shown when Invoice is assigned to particular Purchase Acceptance certificate. This button is used to remove relation between Purchase Acceptance certificate and Invoice.
• Create Invoice: generates Invoice related to the Purchase Acceptance Certificate. It is recommended to create Invoice from Purchase Acceptance certificate form as in this case all the required fields will be filled automatically. When Invoice is generated title of the button is changed to To Invoice.
• Create Pro Forma Invoice: generates Pro Forma Invoice related to the Purchase Acceptance Certificate. It is recommended to create Pro Forma Invoice from Purchase Acceptance certificate form as in this case all the required fields will be filled automatically. When Pro Forma Invoice is generated title of the button is changed to To Pro Forma Invoice.

5. Available Info Tabs:

• Lines: Purchase Acceptance Certificate parts (lines) that were established in the contract. Click  to create new line and provide the required information.
• Tasks: List of tasks related to the Purchase Acceptance Certificate. Click  to add new Task or  and select Process to generate Tasks from a template.
• Process: allows initiating processes and seeing the progress of initiated processes. If multiple processes are running, you can cancel active processes with Cancel all at the same time, .
• Payments: information about planned and received payments regarding provided services for clients. Red colored lines means that the payment is not yet received. Click  to create new Payment and provide information. Click  to assign payments.
• Revisions: history of actions taken with the Purchase Acceptance Certificate.
• Groups: allows grouping Purchase Acceptance certificates according to types determined (list is taken from Settings → Groups).

6. Available navigation buttons:

• Add new: is used to create new Purchase Acceptance certificate.
• To list: is used to go to the list of Purchase Acceptance certificates.

To create new Purchase Acceptance certificate follow these steps:

1. Go to tab Acceptances in the Purchase form and click or go to Finances → Acceptance Certificate → Purchase Acceptance Certificate and in the list of Purchase Acceptance certificates click .
2. Fill in fields in tab General:

• Title: title of Purchase Acceptance Certificate.
• Status: indicates the state of the Purchase Acceptance Certificate (defined in Settings → Dictionary → Acceptance Certificate → Status). Available statuses: Forecast – select this status when Purchase Acceptance certificate is related to Purchase, Contracted- select this status for planned Purchase Acceptance certificates related to Project, Transferred – select this status when Purchase Acceptance certificate is submitted for the client, Signed – select this status when Purchase Acceptance certificate is signed by the client, Cancelled – select this status to cancel Purchase Acceptance certificate, related payments are canceled when Purchase Acceptance certificate is canceled.
• Planned date: planned date for the Purchase Acceptance Certificate to be submitted for the client.
• Actual date: date when Purchase Acceptance Certificate.
• Remarks: notes that are related to the Purchase Acceptance Certificate.
• Number: number for the Purchase Acceptance Certificate.
• Payment period: payment period filled automatically according to payment period defined in a related Project’s form. This is an opportunity to adjust in manually.
• Primary account: field is displayed if there are multiple active Primary Accounts (list is taken from Settings → Settings → tab Primary Accounts).
• Supplier: indicates supplier of Purchase Acceptance certificate.
• Account: Account for which the Purchase Acceptance Certificate is being written.
• Project: indicates which Project is related to the Purchase Acceptance Certificate.
• Purchase: indicates which purchase are related to the Purchase Acceptance certificate.
• Tax: tax rate for the Purchase Acceptance Certificate.
• Language: indicates language in which PDF version of Invoice that is ready to be printed have to be generated. Language is set according to Account language when Account is selected.
• Owner: user that created Purchase Acceptance Certificate record.

3.Click Save.

To create Purchase Acceptance Certificate line follow these steps:

1. In tab Lines click .
2. Fill in Line information:

• Description: description of the provided services, products.
• Quantity: quantity of units of measurements.
• UOM: unit of measurement.
• Price excl. Taxes: price excluding taxes.
• Taxes: taxes used for purchase acceptance certificate line.

3. Click Save.

It is recommended to create Payment from Purchase Acceptance certificate form as is this case all the required fields will be filled automatically. To create new Payment follow these steps:

1. In Purchase Acceptance certificate form click or go to tab Payments and click .
2. Fill in Payment information:

• Title: indicates what particular payment is about.
• Status: indicates what is the progress of a payment (list is taken from Settings → Dictionary → Payments → Status).
• Planned date: indicates planned date of the payment.
• Actual date: indicates actual date  when the payment was received.
• Amount: indicates full amount of payment including taxes, filled in automatically when related Purchase Acceptance certificate is selected.
• Document number: indicates unique document number.
• Invoice date: indicates invoice date of payment.
• Payment period: indicates payment period of payment.
• Supplier: indicates supplier.
• Account: Payment account (list is taken from Sales → Accounts), when creating Payment from Purchase Acceptance certificate form filled automatically.
• Project: indicates which Project is related to the Payment.
• Purchase acceptance certificate: indicates related Purchase Acceptance Certificate to particular Payment (list is taken from Finances → Acceptance Certificates → Purchase Acceptance Certificates), when creating Payment from Purchase Acceptance certificate form filled automatically.
• Purchase invoice: indicates related Purchase Invoice to particular Payment ( list is taken from Finances → Invoices → Purchase Invoices).
• Purchase invoice proforma: indicates related Purchase Pro Forma Invoice to particular Payment (list is taken from Finances → Pro Forma Invoices → Purchase Pro Forma Invoices).
• Purchase: indicates related Purchase to particular Payment (list is taken from Finances → Purchases).
• Owner: user that created Payment record.

3. Click Save.

It is possible to create Tasks related to Purchase Acceptance certificate in several locations of the system: Kanban window, Tasks list window, Purchase Acceptance certificate form, Purchase Acceptance certificates list window.

To create new Task related to Purchase Acceptance certificate in the Purchase Acceptance certificate form follow these steps:

1. In tab Tasks click .
2. Fill in Task’s information and click Save.

It is possible to generate a set of Tasks related to Purchase Acceptance certificate from a template (initiate a predefined process). To generate a set of Tasks related to Purchase Acceptance certificate follow these steps:

1. In tab Tasks click   and select Process or in tab Process click .
2. Select process template from the drop-down menu (list is taken from Settings → Processes).
3. Define date when process should start / finish.
4. Define date type: Start – First Task of the process will start on the indicated date, Finish – dates of the process Tasks will be defined so that the process would end on the indicated date. Important: there is a possibility to define process finish date only if process does not have decision tasks.
5. Active Update dates option automatically updates tasks dates when changes in process task planned dates are made.
6. Click Save.

There is a possibility to create Invoice from Purchase Acceptance certificate form. In this case all the required fields will be filled automatically. To create new Invoice from the Purchase Acceptance form follow these steps:

1. In Purchase Acceptance certificate form click button Create Invoice. All required information will be filled automatically. It is possible to additionally add remarks, made copy and to update Account data.
2. Click Save.

It is recommended to create Pro Forma Invoice from Purchase Acceptance certificate form as is this case all the required fields will be filled automatically. To create new Pro Forma Invoice from the Purchase Acceptance form follow these steps:

1. In Purchase Acceptance certificate form click button Create Pro Forma Invoice. All required information will be filled automatically. It is possible to additionally add remarks, copy and to update Account data.
2. Click Save.

1. As in all lists, you can work with Purchase Acceptance certificates by using standard functionality buttons: filter Purchase Acceptance certificates, add new Purchase Acceptance certificate, change table properties, search Purchase Acceptance certificates, narrow or extend information viewable in table cells, edit or add additional information to the Purchase Acceptance certificate, delete Purchase Acceptance certificate from the list.

2. It is possible to perform actions with Purchase Acceptance certificates in the list without opening the entries. After selecting single or multiple Purchase Acceptance certificates by marking lines  or selecting all Purchase Acceptance certificates by clicking  button available actions are:

• Export records: is used to export selected Purchase Acceptance certificates to MS Excel file.
• Set Status: is used to set status of selected Purchase Acceptance certificates.
• Set Owner: is used to assign new Owner to selected Purchase Acceptance certificates.
• Set Groups: is used to set up a group for selected Purchase Acceptance certificates.
• Create Task: is used to create new Task related to selected Purchase Acceptance certificates. In case several Purchase Acceptance certificates are selected several Tasks will be created.