If you fill in this panel first, the program will automatically enter the information in this panel in the adjacent panel (Customer or primary subject).

Only contact persons with "Active" status will appear in the lookup list.

The program uses this date in the VAT records to determine which taxation period the document belongs in. By default, this date is the same as the invoice date.

You can set whether the VAT date will be the same as the packing slip date or the invoice date in the VAT panel of the Administration Panel.

The VAT date differs from the date of the invoice when exporting goods because the invoice is usually issued before the date on that appears in the SAD for the export of goods.

You can also use it with credit notes - enter the date when you have received the confirmed statement from the customer, stating that the customer has corrected the VAT entry in his/her records, as the VAT date, because you can correct the amount of calculated tax on this date.

Double click the document number to open the Document Types settings to the document type of the currently active document.

In Program Parameters | Financials | General you can select whether you would like to allow only confirmed documents to be posted. If the document is not yet posted, the automatic posting reports the error and does not post the document (see The document is not yet posted!).  

In the Document Types Register you can set for the document to be marked as "Confirmed" when it is printed ("Confirm document at printing"). This way you can give users zero authorization for reading confirmed documents and thus prevent  modifications of the invoice after it is printed.

• If a default department has already been entered in the Document Type settings, this department will be entered here.
• If the document contains movements that are automatically created by work orders and a default department has not been entered in the Document Types settings, the department in the work order will be entered here. 
• If none of the above apply, the department that the clerk  logged into the program belongs to will be entered here.

The department entered here will be automatically entered in the document lines. 

If department has been changed, there a message appears Do you want to change department on all positions?

A Currency must be selected before you begin entering lines!

If you attempt to change the currency once you've begun entering lines in the document, the program will display an IRIS message: Change of currency in the document header.

The number and date of linked document 1.

You can enter the number and date of two linked documents. The purpose and name of these documents can be set in the Document Types setttings.

If needed, you can tranfer the dates and numbers of the linked documents to the  subject accounts/general ledger when automatically posting.

Linked document 1 is most commonly used for the sales order and the waybill for the shipping of the sold goods.

With exprots, linked document 2 is used for the export SAD number.

The default payment method from the customer's entry in the Subjects register. If needed, you can select a different payment method from the Payment Methods register.

• enter delivery terms from the Delivery Terms register;
• enter the destination or place of delivery (depending on the terms) from the Postal Zones register.

Default delivery terms and place are taken from the customer's entry in the Subjects register.

Delivery terms and place can also be transfered from an export SAD.

Select a type of Triangle Transaction. By default, 0 - not a Triangular Transaction is entered in this field.

In an issue invoice, you can select one of the following statuses:

• 1 - Supplier of goods
• 2 - Intermediary

This information is important for:

• Intrsastat forms. Transactions of type 2 are not recommended for Intrastat forms. If you attempt to add this type of invoice to an Intrastat form, the program will display an error
• Imports. If you select a 3rd party for the goods, the movement will be recorded in field 26 of the DDV-O form. See Self-taxiation with Imports for an example.
• VAT accounting, VAT ledgers, and VAT summary reports after 1.1.2008.

The person responsible for the document. Depending on the settings that you've entered, the program will either enter the user logged into the program or the responsible person entered in the customer's entry in the Subjects register.

The settings in the Program Parameters will determine whether or not this field can be changed.