Documents Options

Documents Options

The Documents options include viewing details held against individual documents (including a breakdown of the VAT rates used), changing the status of a document from Live to Held so that it can either be included in or excluded from transmission to DAF or, in the event that there is a problem with transmission, viewing the data in the format sent to DAF.

What do you want to do?

View the document breakdown
Hold a document
View an extract
Delete a document

Breaking down a document

The Breakdown option lists the VAT codes/rates used in the document. The 'Other' Invoice lines breakdown is not currently used, but has been included for future analysis of 'Other' invoice lines.

To view the document breakdown

Select the Single point invoicing menu option from the DAF TRUCKS OPERATIONS menu.
Select the Single point Invoicing utility option from the Single point invoicing menu.

The Single point invoicing utilities form is displayed.
Select the Documents tab.
Click the Breakdown button.

The Document breakdown form is displayed.

Document breakdown form

This form details a summary of the batch details, and a record of the last attempted submission and download history.

Holding a document

The Change-status option allows you to make a document available or unavailable for transmission by making it a 'live' document or putting it on hold. On selecting Change-status, you are presented with two of three options, depending on the current status of the document.

Held: If an invoice is 'live', the Abort and Held options are displayed. When an invoice is put on hold, the Status information is updated to show the name of the operator, and the date and time this was carried out. Putting the document on hold makes it unavailable for transmission.

Live: If an invoice is on hold, the Abort and Live options are available. Selecting Live, resets the Status, Date and Time fields to N/A, and makes the document available for transmission.

To hold a document

Select the Single point invoicing menu option from the DAF TRUCKS OPERATIONS menu.
Select the Single point Invoicing utility option from the Single point invoicing menu.

The Single point invoicing utilities form is displayed.

The Single point invoicing form is displayed.
Select the Documents tab.
Click the Hold button.

The the invoice displayed on the screen defaults from live to held.

Viewing an extract

If there is a problem with transmission of a document, you may be asked to take the View-extract option to display the document in the electronic data format sent to DAF.

To view an extract

Select the Single point invoicing menu option from the DAF TRUCKS OPERATIONS menu.
Select the Single point Invoicing utility option from the Single point invoicing menu.

The Single point invoicing utilities form is displayed.
Select the Documents tab.
Click the View extract button.

The form is displayed.

View extract form

This form details a summary of the batch details, and a record of the last attempted submission and download history.

Deleting a document

If there is a problem with a document, a batch may rejected. The Delete option removes the batch record, resetting all documents contained in it to 'live' status. The document in question can be put on hold until the problem has been resolved. The remaining documents can be resubmitted in a new batch.

To delete a document

Select the Single point invoicing menu option from the DAF TRUCKS OPERATIONS menu.
Select the Single point Invoicing utility option from the Single point invoicing menu.

The Single point invoicing utilities form is displayed.
Select the Documents tab.
Click the Delete button.

The following text is displayed:
Warning: Are you sure you want to delete the selected invoice?
Select either the delete or cancel options accordingly.