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Label

Select subjects

Set subjects

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The Select Subjects panels allows:

  • selection of subjects to which you wish to issue / purchase the invoices periodically
  • selection of lines of invoice or items, that are getting invoiced by that:

Table of contents

  1. Navigation bar
  2. Interval
  3. Lines

 

1. Navigation bar

 

Navigation bar with the search window, with the help of which you can find the contract about periodical invoicing by number, subject, date and the finishing date. It is also possible to duplicate existing contract.

 

2. Interval

Active The field is checked, if the contract about the periodic invoicing with partner is still active, so, if you haven't issued the last expected invoice (see "Date of completion")
Number number of document (contract) for periodical invoicing, created from two-digits code of the year, two digits code of document type of the periodic invoicing and five-digits consecutive number. It is created automatically by the program.
Line consecutive number of the contract about periodical invoicing sets the order of document creation. It is appointed automatically by the program.
Date date of opening of the contract for periodical invoicing
Subject Type Name of the subject (customer) or subject type , with which you have made a contract for periodical invoicing. 

The data is used for entering the data about the receiver of goods. If as a subject you select the customer that has its payer, the invoice will be created for here marked receiver, while the customer will be its payer.
(P)Subject/(T)Type enter the mark:
  • P – if it is about a business subject
  • T – if it is about type of subject
Interval  Enter the period in which the invoices should be made (in our case we will issue the invoice once monthly).

If you enter the value "0" in the field for number of periods entry, the date of finishing and the number of periods are not taken into consideration and the contract is valid until the cancellation. For this types of records there is no date no final contract date. You deactivate it at the finish of the contract (see field "Active").
Type From the selection table, select the type of period, which can be:
  • Day
  • Week
  • Month
  • Year
Repeat enter the number of periods or the number of invoices, that you wish to create according to this contract for periodical invoicing. With the contracts that are valid until the cancellation, the number of period may be equal to "-1", which is not being considered in such cases.
End  the finishing date of the contract or the last date for the issuing of the invoice The program generates it automatically according to the date of the start of the contract and entered number of periods.
Read prices check the field, if you wish to use the price from the items register with the creating of the invoice, according to in what price range the selected subject or subject type belongs to.
Currency enter the type of currency in which the invoice will be issued
Doc. type enter the number of the type of document, in which the issued invoices are created You may also change the number here.
Last Document the program displays the date, with which the last issued invoice according to this contract for periodical invoicing has been dated
Order enter available order to conect it with the periodic invoicing document
Select  
Text select the text from document text which will be used in header of created document (which is defined in Doc. type field)
Contract enter contract number, it will be shown in field doc1 on created issue document.

 

3. Lines

(for currently chosen contract for periodical invoicing)

Line consecutive number of the line
ID item ID , that is being invoiced to the customer according to the contract
Name mane of the item, which is being invoiced to the customer according to the contract
Quantity quantity of the item, which is being invoiced in a certain time period
Price price of the item (which will actually be invoiced if the option "Read prices" is not checked)
R % percentage of given discount on the retail price
Note

eventual note on the line of invoice. The note can be entered manually. 

The field will be automatically filled, if in the Settings on the Document type the switch Transfer note from Items to document position is checked.
Department you may choose the department, on which the line refers. 
Cost drv. you may choose the cost driver, on which the line refers.
Order Line select order line to connect a certain line from order with the periodic invoicing

 

HINT

To connect an Order to Periodic invoicing and to make sure the quantity on order will be written as Dispatched, first select the Order in the Select Subjects panel and then choose Order line from the Lines panel:

 

 

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