Type of adding can be additionally limited with the use of checkboxes. Some of
them are active according to what document you are adding and where you are
adding it, while others are only available in certain cases.
| Change Sign (reverse document) |
(only
with adding of goods movements) check the field if you wish the program to
copy all data from the selected document with the creation of new document
and changes the sign of quantity. This is the simplest way to create the
reversing of document or the credit note. At the selection of this
checkbox the checkbox Recalculate Valuation Prices is selected
automatically.
|
| Re-Read Prices |
- do not check if you wish to transfer the prices that are shown
in the original document to the new document (suitable for creation
of reversing of documents or the credit notes and for adding the
orders, where the prices and other sales terms are already
designated)
- check if you wish for the program to not use
the price from the original document, but to find them again
according to the hierarchy of price setting
(suitable for example for repeated orders, if the sale prices have
changed from the last issuing). The option also finds the tax rate
again, this is why it is suitable for the transfer of documents
before January 1, 2002 into period after January 1, 2002.
|
| Re-Read Tax Rates |
Select this option if you wish to keep the prices
(without VAT), but use a new tax rate, as entered in the
bookkeeping data of the items register. The
option is suitable for the transfer of documents for example before January
1, 2002 into period after January 1, 2002.
At the adding of orders of
customer on the
receiving the tax tariff is found again AUTOMATICALLY, so this
checkbox is automatically active and is not visible on the window for
adding.
|
| Re-Read Name, U/M and Origin |
In the line of the document you can change the name of the
item and the measurement unit without changing the data in the register.
This is why:
- you do not enter the field if a new name and the measure unit as
entered in original document is to be used (suitable for creating the
reversing of document or credit notes).
- check, if you wish for the program to find the name of the item and
the measuring unit again in the items register.
|
| Re-Read Weight,
Volume and Packages |
In the line of the document you can change the name of the item and the
measuring unit, without changing of data in the register. This is
why:
- you do not check the field if the weight, volume and the number of
packages as entered in the original document is to be used (suitable for
adding orders and creating of reversing of the documents or the credit
notes)
- check if you wish for the program to search for the weight, volume
and the number of packages again in the items register.
|
| Create Single Invoices |
(only with adding goods movements)
- if the checkbox is not checked, the program adds all original
documents to ONE document. The data about the customer/supplier is
entered manually at this point. .
- if the checkbox is checked, the program creates as many new
documents in the selected type of document, as many there are selected
documents for adding (copying 1:1). The data about the customer/supplier
are taken from the documents we are adding. For the use of this option you have to mandatory select the default
warehouse in the document types register, or the adding is not being
carried out and the program responds with an error note (see
The warehouse has to be entered mandatory!).
|
| Show all Lines (incl. dispatched) |
(only with adding orders)
- check, if you wish also display the overview of dispatched lines
of order in the list of lines for transfer (see
Lines for transfer). The default number
for creating of those will thus be 0.
- do not check if you only wish to see the non-dispatched lines of
order in the list of lines for transfer
|
|
Show only Undispatched Orders |
(only with adding orders)
- if the checkbox is checked, the program only selects the orders that
correspond to other entered criteria (for example subject) in the "Document
selection" panel and are not finished or still have undispatched
quantities.
- if the checkbox is not checked, the program gathers all orders that
correspond to other selected criteria (for example subject) in the "Document
selection" panel. This does not mean that you can add such order -
it only means that it can be found in the list of orders in the "Document
selection" panel.
The default value of this checkbox is set in the Program
parameters | Orders, with the checkbox Filtering by subject and
status when transferring from order to document.
- If you check Filtering by subject and status when transferring
from order to document in Program
parameters | Orders, the program by default only offers the orders
that are not completed OR still have undelivered quantities.
Panel "Document selection"
and the selection table for the selection of number of document for
adding (Number from and Number to - see Document)
so offers all non-delivered lines of this order for adding. The
checkbox is checked by default in that case. If you uncheck it and click
the Select button,
you receive all orders into the overview.
- If you do not check Filtering by subject and status when
transferring from order to document in Program
parameters | Orders, the program offers you all orders by default.
Panel "Document selection"
and the selection table for the selection of number of document for
adding (Number from and Number to - see Document)
thus offers all orders for adding. If you check it and click the
Select button again,
you receive all orders that have not been competed OR still have
non-delivered quantities into overview.
|
| Recalculate Valuation Prices
|
(only with adding of goods movements) the checkbox is checked
(selected) by default every time when you select
Change sign (reverse document). Function of recalculation of
prices is actually a shortcut to the function for
stock renewal with the difference, that you do not recalculate prices for valuation
of stock for the whole database at this place, but only for the items that
you will be adding.
Especially with the creation of the credit note to the customer with
the stock valuation by LIFO
or FIFO
method you have to ALWAYS make sure to reverse such value of issue, as it
appeared on the issue which you are reversing. Because the prices for
valuation are not adequate until the recalculation of the valuation
prices by the mentioned two methods, you always take care for the
recalculation of prices for valuation with this checkbox.
At the valuation by average prices the need
for recalculation can also appear (for example at later change of purchase
prices), so the recalculation is also advised in such case.
|
| Copy Pricing |
(only when adding receiving documents to receiving documents
or issue documents to issue documents)
If checked, the Pricing panel is filled in with data from the documents that
are added. Otherwise, pricing data is retrieved from the Items register. |
| Add |
(only with adding that does not count for realization and
where the realization is thus not recorded). So, this selection is not
available with:
Otherwise you can select type of transfer of the collected data in the
panel Lines:
- All - gathers all document lines for
the new document
- Not Added - only gathers the
non-transferred lines of document to any other document
- Not Added for this DT - only
gathers the lines that have not been transferred on the same type of
document as the one you are currently creating
In the panel "Lines
for transfer" you can find a list of all such gathered lines and
quantity, that corresponds to the selected type of transfer. This can be
the whole quantity, the non-transferred quantity, or the quantity that
has not been transferred into this type of document. Before the transfer
the amounts for transfer into new document can also be changed. The
setting of this checkbox is saved into personal settings of the user.
|