Page History

Tehniliste probleemide korral aitab teid DHIS-i kasutajatugi – dhis@ut.ee, tel 737 5606

.

• Purchase invoices are processed in the University of Tartu document management information system (DHIS).
• The purchase invoice form, blocks in the front page and notification will be in English if you have chosen the English language for DHIS.
• Processing of the invoice starts when the purchase invoice is manually entered in DHIS (Add new → Kuludokument → Ostudokument→ Expense document → E-invoice) or registered and pre-completed according to e-invoice.
• Processing of the invoice ends when the invoice is sent to Axapta accounting program and paid.
• In the process the user may have the following roles: person who enters the invoice, distributor, person responsible for asset accounting, verifier, person responsible for financial account and accountant.
• Invoices are processed by lines – the financial account and person responsible for the account are entered in the lines. If the recipient does not have this information, he or she can appoint a distributor, who enters such information in the workflow.
• Processing of the invoice does not take place via the usual block (routing can be used if the purchase invoice needs to be sent to someone for information); tasks and notifications are automatically sent to persons included in the invoice lines. It is not necessary to make a routing to Finance Office either.
• Information about the stage of processing the invoice is shown by the invoice status. Each line of the invoice may have a different status.
• If the user needs to do something in the workflow, a task will be displayed in the respective block on the front page of DHIS and the user gets a notification. The purchase invoice form, blocks in the front page and notification will be in English if you have chosen the English language for DHIS.
• If a substitute has been assigned for a person, the substitute gets the notification and can approve the invoice as person responsible for the financial account.
• Invoices can be searched (Search → Kuludokument → Ostudokument→ Expense document → E-invoice) and a a shortcut of the search (for example, for invoices of your structural unit) can be added to DHIS front page.  See more...To manage notifications in your mailbox (e.g. Outlook), it is possible to use rules (for example, to automatically move all notifications with the keyword “purchase invoice” into a certain folder). See more...