{"id":9215,"date":"2024-12-18T09:36:18","date_gmt":"2024-12-18T09:36:18","guid":{"rendered":"https:\/\/www.rvx.ro\/manual\/docs\/account-2\/datorii\/recuperator-datorii\/"},"modified":"2024-12-18T09:36:40","modified_gmt":"2024-12-18T09:36:40","slug":"recuperator-datorii","status":"publish","type":"docs","link":"https:\/\/www.rvx.ro\/manual\/docs\/account-2\/datorii\/recuperator-datorii\/","title":{"rendered":"Recuperator datorii"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"91768037-d6tmyd\">Setarea parametrilor pentru recuperatorul de datorii<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigati\u00a0<strong>Contabilitate \u2013 Datorii \u2013 Recuperator datorii<\/strong>.<\/li>\n\n\n\n<li><strong>Zile depasite<\/strong>\u00a0\u2013 numarul de zile de la scadenta documentelor neachitate pentru care se trimit notificari de plata.<\/li>\n\n\n\n<li><strong>De la nume\u00a0<\/strong>\u2013 numele expeditorului (in numele cui este trimis emailul).<\/li>\n\n\n\n<li><strong>De la email<\/strong>\u00a0\u2013 adresa expeditorului (adresa la care se pot trimite emailuri pentru clarificarea situatiei sumelor restante).<\/li>\n\n\n\n<li><strong>Subiect<\/strong>\u00a0\u2013 subiectul \/ titlul emailului trimis.<\/li>\n\n\n\n<li><strong>Continut<\/strong>\u00a0\u2013 textul care va fi inclus in continutul emailului.<br><em>Textul trebuie redat\u00a0<strong>obligatoriu<\/strong>\u00a0in format HTML.<br>Pentru\u00a0<strong>vizualizarea in continutul emailului a documentelor scadente neachitate<\/strong>, includeti in<\/em><\/li>\n\n\n\n<li><strong>Partener<\/strong>\u00a0\u2013 selectati partenerul caruia se va trimite emailul<\/li>\n\n\n\n<li><strong>Categorie\u00a0<\/strong>\u2013 selectati categoria furnizor\/client.<\/li>\n\n\n\n<li><strong>Agent\u00a0<\/strong>\u2013 selectati agentul responsabil.<\/li>\n\n\n\n<li><strong>Proforme\u00a0<\/strong>\u2013 bifati acest camp se doreste afisarea proformelor.<\/li>\n\n\n\n<li><strong>Simulator<\/strong>\u00a0\u2013 bifati acest camp pentru a testa continutul emailul transmis.<br><em>Ca urmare a includerii parametrului\u00a0<strong>{Invoices}<\/strong>\u00a0in campul\u00a0<strong>Continut<\/strong>, in emailul trimis catre fiecare client restantier se va afisa un tabel cu toate documentele scadente neachitate asociate clientului.In tabel sunt redate urmatoarele informatii cu privire la documentele scadente neachitate:<\/em>\n<ol class=\"wp-block-list\">\n<li><strong>Numar<\/strong>\u00a0\u2013 numarul documentului.<\/li>\n\n\n\n<li><strong>Tip document<\/strong>\u00a0\u2013 FVANZ (factura vanzare), CVANZ (comanda\/proforma client).<\/li>\n\n\n\n<li><strong>Data<\/strong>\u00a0\u2013 data emiterii documentului.<\/li>\n\n\n\n<li><strong>Scadenta<\/strong>\u00a0\u2013 data scadenta a documentului.<\/li>\n\n\n\n<li><strong>Depasire<\/strong>\u00a0\u2013 numarul de zile de neplata; formula de calcul: Data curenta \u2013 (Scadenta + Zile depasire)<\/li>\n\n\n\n<li><strong>Deviza<\/strong>\u00a0\u2013 deviza valutara in care este exprimata valoarea documentului.<\/li>\n\n\n\n<li><strong>Valoare total<\/strong>\u00a0\u2013 valoarea inclusiv TVA a documentului.<\/li>\n\n\n\n<li><strong>Neachitat<\/strong>\u00a0\u2013 suma ramasa de achitat din valoarea totala a documentului.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1714676000-13zwj6\">Vizualizarea clientilor restantieri<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigati\u00a0<strong>Contabilitate \u2013\u00a0Datorii\u00a0\u2013 Recuperator datorii<\/strong>.<\/li>\n\n\n\n<li><strong>Zile depasite<\/strong>\u00a0\u2013 0.<\/li>\n\n\n\n<li>Apasati butonul\u00a0<strong>Email<\/strong>.<br>In urma acestei actiuni, nu sunt trimise emailuri, ci este afisata doar lista clientilor restantieri (pentru vizualizare).<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"-1302947812-szy4vu\">Trimiterea notificarilor de plata<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigati\u00a0<strong>Contabilitate \u2013\u00a0Datorii\u00a0\u2013 Recuperator datorii<\/strong>.<\/li>\n\n\n\n<li>Parametrii sunt preluati automat conform setarilor anterioare.<\/li>\n\n\n\n<li>Apasati butonul\u00a0<strong>E<\/strong><strong>mail<\/strong>.<br>In urma acestei actiuni, se va deschide o fereastra noua in care sunt afisate emailurile trimise catre clientii restantieri.<br>Asteptati finalizarea procesului de trimitere emailuri pentru a inchide fereastra.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1765187777-ll8c5w\">Exemplu: Setarea parametrilor si trimiterea notificarilor de plata<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigati\u00a0<strong>Contabilitate \u2013\u00a0Datorii\u00a0\u2013 Recuperator datorii<\/strong>.<\/li>\n\n\n\n<li><strong>Zile depasite<\/strong>: 5<\/li>\n\n\n\n<li><strong>Nume<\/strong>: Contabilitate FOX Distribution<\/li>\n\n\n\n<li><strong>Email<\/strong>: contabilitate@foxdistribution.ro<\/li>\n\n\n\n<li><strong>Subiect<\/strong>: Notificare FOX Distribution<\/li>\n\n\n\n<li><strong>Continut<\/strong>:<br>Stimate client,<br>&lt;br><br>&lt;br>Va informam ca firma &lt;b><code>{PartnerName}<\/code>&lt;\/b> are facturi neachitate la termen in valoare de &lt;b><code>{Unpaid}<\/code>\u00a0RON. &lt;br><br>Va rugam sa efectuati plata soldului catre FOX Distribution,\u00a0<code>{BankName}<\/code>cont bancar\u00a0<code>{BankAccount}<\/code>&lt;br>&lt;br><br><code>{Invoices}<\/code><br>&lt;br>In cazul in care ati efectuat deja plata, trimiteti confirmarea pe mail. Daca nu ati primit facturile, va rugam sa solicitati retrimiterea lor.<br>&lt;br><br>&lt;br>Va multumim,<br>&lt;br>Contabilitate FOX Distribution<\/li>\n\n\n\n<li>Apasati butonul\u00a0<strong>Email<\/strong>.<br>In urma acestei actiuni, se va deschide o fereastra noua in care sunt afisate emailurile trimise catre clientii restantieri.<br>Asteptati finalizarea procesului de trimitere emailuri pentru a inchide fereastra.<\/li>\n<\/ol>\n","protected":false},"featured_media":0,"parent":9213,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-9215","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/docs\/9215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/comments?post=9215"}],"version-history":[{"count":1,"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/docs\/9215\/revisions"}],"predecessor-version":[{"id":9216,"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/docs\/9215\/revisions\/9216"}],"up":[{"embeddable":true,"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/docs\/9213"}],"wp:attachment":[{"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/media?parent=9215"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.rvx.ro\/manual\/wp-json\/wp\/v2\/doc_tag?post=9215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}