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How to Create an Internal Issue Document for Each Issue Separately in Case of Goods Packages?

 

This chapter describes the functionality of creating an internal issue document for each issue separately in the case of Goods packages.

HINT

A special type of compound items are Goods packages. Compound Goods is used to monitor quantity and value of basic (parent) item stock. At the same time, you can view the status of stock for child items from specification.

 

Case summary

Coffee Carla in Coffee bar serves item coffee Americano but wants to have internal issued document for each invoice created for compound items (sugar and coffee). This is done as follows:

  1. Creating a Goods Package for Item
  2. Settings on Type of Document
  3. Creating Invoices

1. Creating a Goods Package for Item

Coffee Carla opens the menu Settings | Items | Items and clicks the New record button, then enters the item's code and name, and selects 203-Goods package for Item type:


Next, the person responsible selects the BOM panel from the left side of the Items window, clicks the New record button, and enters bills of materials:


The process is finished by clicking  button:

2. Settings on Type of Document

Next, the person responsible opens the menu Settings | Program | Document TypesThen opens the panel Goods | POS, finds document type 3210 - POS BAR, and selects the Goods tab:

The person responsible finds the Other settings section and checks the option New doc. For each issue:



The person ersponsible finishes the process and closes the Settings form.

Warning

Beside Setting for New document for each issue, the user must also define document type where compound items from the Goods package will be issued.

3. Creating Invoices

 

Coffee Carla sells item Cofee Americano on document type 3210 - POS BAR:



The person responsible creates an invoice by clicking the Invoice button and opens the menu Goods | Issue | Internal | 3G00- Relieve inventory for Goods in Package:


Issued document with compound items is created:


 

 

 

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