How to use IT?
Documents
When creating a proforma invoice or a sale order, users have the option to enter a "Deemed project" number.
This is a non-mandatory field that should only be filled in if the client is eligible.
When converting a proforma invoice or duplicating a document, the "Deemed Project" number is automatically carried over from the original document if it was entered.
Financial plan
On the financing plan, this number will appear. It can be deleted or modified if necessary.
It must be completed in order to be sent to ANNATA when issuing a billing order (if the customer is eligible)
If the "Deemed Project" number is known in ANNATA and matches the TIN number entered in ANNATA, the billing order will be sent.
If this number is not recognized by ANNATA or does not match the client's TIN number, the following message will appear.
In this case, it is necessary to check in ANNATA whether the entered number is correct or known by ANNATA.
This verification should be done before validating the financing plan.
Then, the correct number must be re-entered in the Iziflo financing plan.