| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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!).
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| 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
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| 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.
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| 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.
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| 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. |
| Copy Note |
If checked, the note (from Value bar of document) will be transfered. |
| Copy Internal Note |
If checked, the Internal note (from Value bar of document) will be transfered. |
| Transfer note from Line |
If checked, the notes from line will be transfered. |
| Transfer Exchange Rate |
If checked, Exchange Rate will be transfered. |
| Mode |
(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.
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