{"id":1415,"date":"2020-12-08T14:03:29","date_gmt":"2020-12-08T19:03:29","guid":{"rendered":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=1415"},"modified":"2024-02-01T15:45:40","modified_gmt":"2024-02-01T19:45:40","slug":"preparer-la-facture-pour-fermeture-et-la-fermer","status":"publish","type":"post","link":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/preparer-la-facture-pour-fermeture-et-la-fermer\/","title":{"rendered":"Pr\u00e9parer la facture pour fermeture et la fermer (01-02-2024)"},"content":{"rendered":"\n<p>Cette le\u00e7on explique la<strong> fermeture d&#8217;une facture non-ASAQ<\/strong>.  Voir <a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=1448\">cette le\u00e7on<\/a> pour plus de <em>pr\u00e9cisions sur les factures ASAQ.<\/em><\/p>\n\n\n\n<p>1) <a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=1420\">Reception d&#8217;un avis que la facture est pr\u00eate \u00e0 fermer<\/a>.  <\/p>\n\n\n\n<p>2) <em>Traitement des modifications <\/em>et <em>r\u00e9ductions <\/em>\u00e0 faire sur la facture:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/gestion-des-requetes-administratives\/\" data-type=\"post\" data-id=\"2310\">Traiter les demandes de rabais<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=1406\">Effacer les produits facturer en erreur<\/a><\/li>\n<\/ul>\n\n\n\n<p>3) <strong>Approbation <\/strong>des<strong> lignes de facturation<\/strong> et de <strong>r\u00e9ductions<\/strong> (si applicable)<\/p>\n\n\n\n<p>a) Via l&#8217;\u00e9cran<strong> &#8220;D\u00e9tails du BT&#8221;<\/strong>, l&#8217;approbation des items peut se faire soit <strong>(a) image ce-dessous) un \u00e9l\u00e9ments \u00e0 la fois <\/strong>en s\u00e9lectionnant <strong>chacune des ligne individuellement<\/strong> et en cliquant sur le bouton <strong>\u00abApprouver l&#8217;\u00e9l\u00e9ment\u00bb<\/strong> OU en <strong>(b) image ci-dessous)<\/strong> choissisant l&#8217;onglet <strong>&#8221; Approuver ts \u00e9l\u00e9ments&#8221;<\/strong><\/p>\n\n\n\n<p>Il est aussi possible, voir plus simple, de cliquer sur le bouton <strong>\u00abTout approuver et finaliser\u00bb<\/strong> <strong>(c) image ce-dessous) <\/strong><\/p>\n\n\n\n<p>\u00c0 noter que bien que l&#8217;ensemble des \u00e9l\u00e9ments puisse \u00eatre d\u00e9j\u00e0 <strong>approuv\u00e9s <\/strong>(<em>actions a)<\/em> OU<em> b)<\/em>), il faut s&#8217;assurer que le <strong>statut de la facture soit \u00abFinalis\u00e9e\u00bb<\/strong> afin de pouvoir proc\u00e9der \u00e0 sa fermeture (avec ou sans paiement).  <\/p>\n\n\n\n<p>Vous pouvez \u00e9galement faire cet \u00e9tape sur l&#8217;<strong>\u00e9cran de caisse<\/strong> (<strong>(d) image ce-dessous)<\/strong>).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"101\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-36-39-vetview-order-665507-1-vetview-gestion-des-bts-700x101.png\" alt=\"\" class=\"wp-image-7751\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-36-39-vetview-order-665507-1-vetview-gestion-des-bts-700x101.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-36-39-vetview-order-665507-1-vetview-gestion-des-bts-300x43.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-36-39-vetview-order-665507-1-vetview-gestion-des-bts-768x111.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-36-39-vetview-order-665507-1-vetview-gestion-des-bts.png 1077w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"44\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-39-42-vetview-order-665507-1-vetview-gestion-des-bts-700x44.png\" alt=\"\" class=\"wp-image-7753\" style=\"width:806px;height:auto\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-39-42-vetview-order-665507-1-vetview-gestion-des-bts-700x44.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-39-42-vetview-order-665507-1-vetview-gestion-des-bts-300x19.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-39-42-vetview-order-665507-1-vetview-gestion-des-bts-768x49.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-39-42-vetview-order-665507-1-vetview-gestion-des-bts-1536x97.png 1536w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-39-42-vetview-order-665507-1-vetview-gestion-des-bts.png 1783w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<p>4) Cliquer sur le bouton <strong>\u00abAller \u00e0 la caisse\u00bb<\/strong> pour fermer la facture.  <\/p>\n\n\n\n<p>NB. Il faut avoir une <strong>caisse journali\u00e8re ouverte<\/strong> (login) \u00e0 ce stade-ci afin de pouvoir <strong>compl\u00e9ter la transaction.<\/strong> Au besoin, voir <a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=1605\">cette le\u00e7on<\/a> pour plus d&#8217;information sur l&#8217;<em>ouverture d&#8217;une caisse journali\u00e8re<\/em>.<\/p>\n\n\n\n<p>5) Sur l&#8217;\u00e9cran de<strong> &#8220;Caisse&#8221;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"197\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-48-13-vetview-caisse-1-700x197.png\" alt=\"\" class=\"wp-image-7762\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-48-13-vetview-caisse-1-700x197.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-48-13-vetview-caisse-1-300x85.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-48-13-vetview-caisse-1-768x216.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-48-13-vetview-caisse-1-1536x433.png 1536w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-12-48-13-vetview-caisse-1.png 1590w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"189\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-26-01-vetview-caisse-700x189.png\" alt=\"\" class=\"wp-image-7761\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-26-01-vetview-caisse-700x189.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-26-01-vetview-caisse-300x81.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-26-01-vetview-caisse-768x207.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-26-01-vetview-caisse-1536x414.png 1536w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-26-01-vetview-caisse.png 1566w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<p>a) Si le bouton <strong>\u00abTout approuver et finaliser\u00bb<\/strong> est <em>visible<\/em>,cela signifie que la facture <strong>n&#8217;est pas <\/strong>dans un <strong>statut &#8220;finalis\u00e9&#8221;<\/strong>.  Il faut alors cliquer ce bouton pour proc\u00e9der aux prochaines \u00e9tapes.  Voir <a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/preparer-la-facture-pour-fermeture-et-la-fermer\/\" data-type=\"post\" data-id=\"1415\">cette le\u00e7on<\/a> pour plus d&#8217;information sur la<em> pr\u00e9paration pour fermer une facture.<\/em><\/p>\n\n\n\n<p>b) <strong>S\u00e9lectionner la ou les factures \u00e0 fermer<\/strong><\/p>\n\n\n\n<p>c) Choisir le <strong>type de transaction<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong> \u00abFermer sans paiement\u00bb<\/strong> : Fermeture de facture sans prise de paiement<\/li>\n\n\n\n<li> <strong>\u00abFermer et payer\u00bb <\/strong>: Fermeture de facture et prise de paiement simultan\u00e9ment. <\/li>\n\n\n\n<li><strong>&#8220;Paiement seulement&#8221;<\/strong>: Paiement sur solde au compte \/ facture(s) ant\u00e9rieure(s) <\/li>\n<\/ul>\n\n\n\n<p>d) L&#8217;<strong>ajout de commentaire<\/strong> dans la case r\u00e9serv\u00e9e \u00e0 cette effet est essentiel en compl\u00e9ment d&#8217;information SURTOUT dans les cas o\u00f9 la facture n&#8217;est pas r\u00e9gler \u00e0 la sortie de l&#8217;animal. Ce commentaire sera alors visble dans l&#8217;onglet &#8220;comptabilit\u00e9&#8221; du compte client <em>(ic\u00f4ne &#8220;i&#8221; &#8211; exemple ci-dessous)<\/em><\/p>\n\n\n\n<p>e) Cliquer sur le bouton <strong>\u00abFermer les BTs s\u00e9lectionn\u00e9s\u00bb <\/strong>pour fermer la <em>facture sans paiement<\/em>.  Voir <a href=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=3338\">cette le\u00e7on<\/a> pour plus d&#8217;information sur les <em>prises de paiements.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"412\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-143157-700x412.png\" alt=\"\" class=\"wp-image-7763\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-143157-700x412.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-143157-300x177.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-143157-768x452.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-143157.png 1183w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6) Si vous avez besoin d&#8217;<strong>imprimer ou t\u00e9l\u00e9charger un re\u00e7u ou une copie de facture<\/strong>, s\u00e9lectionner l&#8217;option <strong>\u00abVoir BT\u00bb<\/strong>, sinon s\u00e9lectionner l&#8217;option <strong>\u00abNe pas imprimer\u00bb<\/strong>.  <\/p>\n\n\n\n<p>Cliquer sur \u00abContinuer\u00bb pour effectuer la transaction.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"564\" height=\"168\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-16-30-vetview-caisse.png\" alt=\"\" class=\"wp-image-7759\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-16-30-vetview-caisse.png 564w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/screenshot-2024-02-01-at-14-16-30-vetview-caisse-300x89.png 300w\" sizes=\"auto, (max-width: 564px) 100vw, 564px\" \/><\/figure>\n\n\n\n<p>7) La facture en <strong>version consolid\u00e9e &#8211; Fran\u00e7ais <\/strong>&#8211; sera alors imprim\u00e9e, toutefois les choix d&#8217;impression suivants sont \u00e9galement disponibles:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Facture d\u00e9taill\u00e9e &#8211; Fran\u00e7ais<\/li>\n\n\n\n<li>Facture d\u00e9tail\u00e9e &#8211; Anglais(*)<\/li>\n\n\n\n<li>Facture consolid\u00e9e &#8211; Anglais(*)<\/li>\n<\/ul>\n\n\n\n<p>(*) Seuls les inofrmations format\u00e9es pour la mise en page seront inscrits en anglais (bill, invoice, owner, etc) &#8211; les items propres \u00e0 la facturation s&#8217;affichent tout de m\u00eame en fran\u00e7ais<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"239\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-144152-700x239.png\" alt=\"\" class=\"wp-image-7767\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-144152-700x239.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-144152-300x103.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-144152-768x263.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2024\/02\/capture-decran-2024-02-01-144152.png 877w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right\">MAJ 01-02-2024<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cette le\u00e7on explique la fermeture d&#8217;une facture non-ASAQ. Voir cette le\u00e7on pour plus de pr\u00e9cisions sur les factures ASAQ. 1) Reception d&#8217;un avis que la facture est pr\u00eate \u00e0 fermer. 2) Traitement des modifications et r\u00e9ductions \u00e0 faire sur la facture: 3) Approbation des lignes de facturation et de r\u00e9ductions (si applicable) a) Via l&#8217;\u00e9cran [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,28,77,90,8],"tags":[],"class_list":["post-1415","post","type-post","status-publish","format-standard","hentry","category-comptabilite","category-facturation-generale-comptabilite","category-facturation-ph-dc","category-index","category-pharmacie-distribution-centrale"],"_links":{"self":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts\/1415","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/comments?post=1415"}],"version-history":[{"count":25,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts\/1415\/revisions"}],"predecessor-version":[{"id":7768,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts\/1415\/revisions\/7768"}],"wp:attachment":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/media?parent=1415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/categories?post=1415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/tags?post=1415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}