Using a Variant of Document Type
Using a Variant of Document Type
Using a Variant of Document Type
The following are examples of automatically filled-in variant of document type:
- Receiving - Displays increased costs that are shown under column Purchase
- Issue - Displays increased revenue, which are in reports or on print-outs, shown under column Sales
You can change document type used and in this way achieve for example that movements of the Goods | Issue type are shown among expenses, moreover proving useful when analysing certain particular transactions. In this case services without stock price should be part od purchase value also, without stock price but with sell price. You can achive this with setting For services use price for purchase analyses.
In the same way you change sales and purchase orders.
Example:
A company providing services recorded the following for installing their equipment at the client's object:
Goods - Issue - Document - invoice for client including project's sale price - type Issue
The usual purpose of the invoice issued is that it displays the value of expenses in selling goods or services. It handles of collective shipping and the value of services rendered is charged according to the contract price from the sales order.
Goods - Issue - Internal - packing slips on material consumption, own services, etc. - type Receiving
Čeprav za vse dokumente tipa Blago - Izdaja privzeto smatramo, da gre za vrednost prodaje, ki povečuje naše prihodke, je v tem konkretnem primeru dokument vsebinsko gledano podatek o stroških za izvedbo projekta. Zanj nismo prejeli fakture (kot je npr. običajno pri enostavni preprodaji blaga), temveč evidentiramo vrednost potroška na interni izdajnici. Zato mu privzeto vrednost tipa vrste dokumenta spremenimo v Prevzem.
In this case internal packing slips from doucment type 350 Packing Slip (consolidated) are linked to cost center. By default they can be observed under the Sales column, and included in the Purchase column. Compare the value from internal packing slip with that one in the invoice issued to thhe customer.
You cannot observe the settings itself in the form for linking data with cost center (in our case invoices issued to be precise), but you can view them displaying the report or running cost center analysis.
