Value Bar and Document Note
Add short description of Value Bar and Document Note.
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WARNING
For data that is filled in from the Subjects register (parity and place of delivery, referent, text ID for declaration, delivery), at Program Parameters | Company | General you can select whether the default values will be filled in from the Subjects register entry for the primary subject (customer) or 3rd party (consignee).
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Table of contents
- Document Note
- Value Bar
- Tax summary
- Discount
- Currency Conversation
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1. Document Note
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Document Note
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In the Document Note field, you can enter a text of your choice with up to 4096 characters. This field can be used to enter the customer's special requests and similar comments.
By default, text entered here will be displayed below the lines in a print out of the document.
You can also enter a default document note in the Document Types settings.
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2. Value Bar
The Value bar displays totals from the document in the selected currency:
| Total |
Total value of document lines (without VAT) in the currency of the invoice header - this data cannot be changed |
| Discount |
Total value of the recognized discount in the currency from the invoice header. The data can also be changed and a different discount amount can be entered. |
| Discount % |
The percentage of the recognized discount in the currency from the invoice header. You can also change this data and thus set the percentage of the agreed discount. |
| Value |
Total value of the invoice, with subtracted discount, without VAT included, in the value from the invoice header. The data can also be changed and a different discount percentage can be entered. |
| VAT |
The sum of taxes calculated from the document lines in the currency from the header of the document |
| Amaunt Due |
By default the amount due = Total - Discount + VAT in the currency from the header of the invoice (see Rounding). |
| In EUR |
The counter-value in the domestic currency from the parameters (To Pay * Exc. rate). |
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(Packing Slip)
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Click the Packing Slip button to print a Packing Slip. |
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(Invoices)
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Click the Invoice button to print a Invoice. |
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(From-To)
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The button opens the entire form Print from number to number, opens form Print Document range. |
| Contract No. |
Below the value bar, the number of the processing center contract for this customer will appear in the Contract No. field (if a contract has been entered).
The contract that, based on the invoice date from the document header and the validity date of a contract from the Contracts register, has the lowest line ID of contracts that belong in a given period will be entered in this field.
The following information in the document header will be entered from the contract in this field:
- Due Date: based on the frequency set in the Contracts register.
- Payment method
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| Status |
If a processing center contract has been entered for this customer, the Status field will also appear;
Here, the currently valid status of the document will be displayed. This field is read-only and serves only to inform the user. A list of statuses can be found in the Statuses tab in the Processing Center register.
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3. Tax Summary
Tax Summary panel provides an overview of amounts (bases, taxes broken down into deductible and non-deductible shares and amounts due) by tax rates. The Basis, VAT, and To Pay fields can be edited. This way, any discrepancies with the supplier's invoice can be reconciled. The fields at the bottom of the Tax Summary panel show totals.
| Internal Note |
A note on the document. The maximum length of the document note is 4,096 characters. If a report of the document is created using a predefined report type, the document note will appear in the report. Enter a note manually. A default text for this field can be entered in the Document Types settings. |
| VAT Rate |
VAT Rates from lines of document. |
| Base |
Base for VAT calulation. |
| VAT |
VAT value. |
| Excise Duty |
Excise duty value. |
| VAT for Excise Duty |
Excise duty value. |
| To pay |
Value for pay. |
We can change the values on the Tax Recapitulation , on the issued documents.The values can be changed on the same way as on Receiving documents. Limitation is set on 0,50 amount.
In case change on any value is done over this limitation the message appears:
Also in case changes are made on Tax recapitulation the message appears:
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(Confirmation)
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Changes are saved |
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(Cancel )
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Changes are canceled |
In case option: Rounding of VAT on document level is set in the database, then the values on Tax recapitulation cannot be changed.
4. Discount
Add short description of the Discount section.
| Internal Note |
Add description |
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Basis
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Basis for Discount calculation (Base for Discount 1, Base for Discount 2, base for Super Discount)
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| Amount |
Discount Amounts (Amount for Discount 1, Amount for Discount 2, Amount for Super Discount).
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| % |
Percent of discounts (Percent for Discount 1, Percent for Discount 2, Percent for Super Discount). |
| Value |
Value with discount included. |
| Discount 1 |
Add description |
| Discount 2 |
Add description |
| Super Discount |
Add description |
5. Currency Conversion
Add short description of the Currency Conversion section.
| Internal Note |
Add description |
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Currencies
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Add description |
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Exch. Rate
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Select Bank for value re-calculated. There are two options:
- Central bank
- Bank for Prices
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| Value |
Value in a new currency.
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VAT
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VAT value in a new currency.
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To pay
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Value for pay in a nwe currency.
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Add description |
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Add description |