Price ChangePrice Change
Price Change
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The  and  editions allow changing a document type's settings, but new document types cannot be created. |
Price change document types are used to enter and track price changes.
| ID |
The 3-character ID of the document type. |
| Short Name |
The optional short name of the document type (used in overviews). |
| Name |
The name of the document type as it appears in menus. |
| Record Only |
If checked, the document type will be visible in the menu and you will be able to create new documents in this document type, but it will not be available for automatic posting, will not be included in the warehouse card and some reports.
In case documents for this type already exist and we want to check this switch, an error apears:
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| Change Clerk |
(visible only if Change Clerk on Documents is set to Set at Document Type in Administration Panel | Settings | Program Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document type. |
| Note |
The note for this document type, for example a description on its intended use. |
| Default Note |
The note that should appear in all newly created documents of this document type. |
Item Movements
| Warehouse |
The default warehouse in which the price change should be performed. |
| (Warehouse Label) |
The custom label of the warehouse that appears in the document header. |
| Department |
The default department for this document type. |
| Dokument 1 |
The label of linked document 1 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents. |
| Dokument 2 |
The label of linked document 2 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents. |
| Only Active Items can be Selected |
If checked, only items that are set as Active in the item header will be available for selection on documents. |
| Allow Changing Item Description |
If checked, the description of items can be changed freely on documents. |
Account Settings
Accounts for automatic posting of material consumption must be set in order to perform it because of price changes in warehouses that value stock at retail prices.
| Item Type |
The item type for which the account settings should apply. The item type is set in the Items register | General | Accounts. |
| Inventory Acct. DR |
The account for recording the stock value of an item type. If the retail price increases a positive debit-side entry is made, if it decreases a negative debit-side entry is made. |
| Included Gr. Margin CR |
The account for (credit-side) recording gross margin, included in the retail price. |
| Included VAT CR |
The account for (credit-side) recording VAT, included in the retail price. |
| Copy Accounts |
The Copy Accounts Wizard allows you to copy inventory and VAT accounts from one document type to the currently selected one. |
Automatic posting of material consumption will thus decrease the stock value (in the retail price increases) or reverse a decrease in stock value (if the retail price decreases).
See Price Change for examples.
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