General data in Received invoice

Received

Date of receiving goods or services. On the stock card, this is shown as the Date received.

Received invoice

Date of receiving the invoice. This is one of the mandatory pieces of data in VAT Invoices received.

VAT

VAT date. The program uses this date in the VAT records to decide which tax period the document belongs to.

Date due

By default, the base for calculating the due date is the invoice receiving date. Date due is the document date + the number of days for due payment. These two pieces of data are interlinked: if you change date due, the number of days for payment will automatically change (and vice versa).

Reference

The field is automatically filled in if you enter the number of a received invoice under Document 1. You can also manually enter a reference.

Currency and rate

By default, the currency used is from the General settings in PANTHEON. If you selected a default currency for the selected supplier in the Suppliers (Subjects) register, that currency will be applied.

It is necessary to select the currency before adding items into lines.

If you change the currency in the header on an already created document, the program issues an IRIS message: Change currency in document header.

The exchange rate applied here is by the Bank of Slovenia, shown on one of the entered days selected in Settings. You can also manually enter or alter the exchange rate. If you alter the exchange rate after having added items to document lines, an IRIS message pops up: Change currency in document header.

When adding from one document to another, it is necessary that an exchange rate (on 1 January) is entered at the bank defined as the Central Bank in the  Administration Panel in PANTHEON.

Warehouse

Select the warehouse to which you want to receive goods. The field shows the default warehouse from the Document types register, predefined in the database. If a warehouse is not entered, the program will issue a warning: The warehouse must be specified.

Department

Selecting the department enables that receiving is assigned to a certain department inside your company. If the department is already selected in the Document Type settings, that data will be applied in this field.

Carrier

An additional subject, by default the same as the first person, because the program automatically enters data here. You can also change this field and use combinations Supplier/Carrier.

Deliver via

The default type of delivery is applied from the Subjects (Suppliers) registers. You can also select a suitable delivery from the register afterwards. 

Document 1

Here, you can enter data about the number and the date of the linked document. The name of this field will be automatically applied to the Reference field.

This field’s name can be changed in PANTHEON with licenses LT, LX, SE, ME and MF.

If entering a linked document is marked as mandatory in the Document types register in PANTHEON and you try to complete a form without this data, the program will issue a warning: Linked document must be defined.

Document 2

Mode of entry is the same as for Order/Linked Doc 1. This data can be used for entering the number and date of the packing slip received from a supplier.

This field’s name can be changed in PANTHEON with licenses LT, LX, SE, ME and MF.

If entering a linked document is marked as mandatory in the Document types register in PANTHEON and you try to complete a form without this data, the program will issue a warning: Linked document must be defined.

Responsible person/Cashier

The program applies the user logged into the program, but the responsible person can also be changed. It can be for example the sales representative who made the deal, and this can be the base for tracking transactions by individual employees.

Clerk/Created by

By default, this is the user logged into the program. This data cannot be changed.