The
Document Types register contains two options
used specifically for Service operations: Fill In Purchase Price From Selected Warehouse
for claims from customer, and From Linked Document
for claims to customers.
Valuation in the Service module can be changed for customer claims::
or supplier claims:
1. Received Claim from Customer
If the option From Selected Warehouse is
selected under Fill In Purchase Price in the
document type for received customer claims, the program looks for the last
approved purchase price in the selected warehouse. If there is no approved
purchase price at that warehouse, the last purchase price at that warehouse
is used. This applies only for items of the types Goods and Material.
Items of the type Product (finished/semi-finished) get their prices from
issue documents (linked documents).
When receiving to service items that have never been in stock (bought
from another vendor, bought at a time when PANTHEON was not yet used, etc.),
a message is returned: Valuation price in line x for item
y is zero! Enter the valuation price in the corresponding field. To
resolve this, enter the estimated value of the item.
The program first finds the valuation price using the linked document,
then (when refreshing stock for items of the types Goods and Material) finds
the last approved (if there is one; if not, the last unapproved is used)
purchase price at the selected warehouse.
2. Return Claim to Customer
Issuing (returning) claims to customers removes items from stock
according to the option selected under Fill In Purchase Price
in Document Types. The recommended option is Fill
Price from Current Warehouse,
which removes items according to the valuation method that is set at the
selected warehouse.
3. Issue Claim to Supplier
Issuing claims to suppliers removes items from stock according to the
selected option selected under Fill In Purchase Price
in Document Types. The recommended option is Fill Price from Current Warehouse,
which removes items according to the valuation method that is set at the
selected warehouse.
4. Returned Claim from Supplier
If the option From Linked Document is
selected under Fill In Purchase Price in the
document type for returned supplier claims, the program looks for the
valuation price in the linked document. With this option, valuation prices
in returned supplier claims are copied from linked documents (claims issued
to suppliers). If there is no linked document, the valuation price is zero.
This means that returned items have the same valuation price as when they
were issued.