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Use Open State

Trgovske evidence

Use Open States

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The time display trade ledgers be shortened because the initial state does not account every time. The initial state is created without additional criteria, which are generally available (eg. Item, classification ...) and use the price from Line of Document. On panel Trade Ledgers criterias are limited.

Date from

The start date for purchase/receiving documents that you would like to include in the report. If you select the Current Stock by Sale Price report type, this field will not appear.
Date to 

The end date for purchase/receiving documents that you would like to include in the report. If you select the Current Stock by Sale Price report type, this field will be renamed Stock as of, because this type of report shows the stock on a given day.
Use Date of Select the date that you would like to use to find the initial balance and sort records in retail, wholesale, or service commercial records (for an example of how this effects the commercial records report, see Packing Slip Date and Invoice Date). 
  • Packing Slip - the date of the reception or issue of the goods will be used
  • Invoice Issued/Received - the date of the receipt or issue of the invoice will be used
Price Type Select which price the program will use to list receipts and issues (also see the description of the Read Sale Price From box below).
  • Cost (Valuation) - this option will create a commercial records report by valuation prices entered in receiving/issue documents. If this option is selected, the Read Sale Price From box (described below) will not appear.
  • Retail Price - this option will create a commercial records report using retail prices including tax from the Pricing in the Items register. The pricing valid when the invoice with the item was created will be used.
  • Sale Price (excl. VAT) - this option will create a commercial records report using retail prices excluding tax from the Items register. The price valid when the invoice with the item was created will be used.
  • Wholesale Price 1 -this option will create a report using the wholesale price 1 from the Items register. The price valid when the invoice with the item was created will be used.
  • Wholesale Price 2 -this option will create a report using the wholesale price 2 from the Items register. The price valid when the invoice with the item was created will be used.

 

See Price Types in Commercial Records for more information.

Read Sale Price from

Just "Document Line" is shown - this option will create a commercail records report using the (calculated) sale prices used. Any differences between the actual price and price in the Items register will be shown separately as reversals (in the Purchase section of the report). This is formatlly the most correct option. For an example see Price Types in Commercial Records
  This button will create a commercial records report using the criteria that you have selected.
 

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