| ID |
A 3-digit alphanumeric ID of the document type. |
| Name |
Name of the document type. |
| Short Name |
Short name of the document type that will display
on overviews. |
| Record Only |
If you select this option, the program will preserve the document
type and you will be able to see it in the main menu, you will be able
to enter new documents, but they cannot be posted automatically and
will not appear in some reports, etc. |
| Change Clerk |
If you have selected in the Administration panel
| Settings | Program Parameters | Company
| General in the Change Clerk on Documents
section the Set at Document Type
option, the Change Clerk
checkbox will appear in Document Types | Customs panel an you
will be able to define it.
- If you select the option, you will allow to change the clerk,
- If you do not select the option, you will not allow to change
the clerk
|
| Note |
In this section you can enter notes that
will present an internal mark for the document type. |
| Default Note |
In this section you can enter a default note for
the individual document type. The note will appear on all documents
created of this document type. |
| This Company |
Name that will display in front of the field for
the entry of the warehouse. |
| 1st Party |
The name of the panel for the supplier/consignee. This name will
appear on the form for the entry of data. |
| 2nd Party |
The name of the panel for 2nd party. This name
will appear on the form for the entry of data. |
| Document 1 |
The name of the first linked document (usually supplier invoice).
If you check the box on the right side of the field you will be required
to enter the document 1 in the header of the document. If it is required
to select the document 1 and you do not enter it in the document header
the program will return an error: Linked document
2 (YYY) must be specified! |
| Document 2 |
The name of the first linked document. If you
check the box on the right side of the field, you will be required to
enter the document 2 in the order header. If it is required to select
the document 2 and you do not enter it in the order header the program
will return an error: Linked document 2 (YYY)
must be specified! |
| Fill In Purchase Price |
In this section you can set the method for filling-in the purchase
price (meaning, the price for the calculation of the difference in the
price) on the documents:
- Price Input - You will enter or calculate the purchase
in each document at the time of creating (used for receivings).
- Fill Price from Current Warehouse - The program will
fill-in the price for the evaluation of the currently selected warehouse
(used for issues).
|
| Document Type |
(for issues only) In this section you can select
the document type which can be:
- Goods - Receiving or issue from the customs warehouse
that will affect the quantity of stock on the warehouse.
- Customs registration - Customs registration created on
the basis of daily issues. This document type does not affect quantity
of the stock.
- Transit - Invoice for the transit (re-export). This document
type does not affect the quantity of the. It can be used for
posting receivables from foreign customers.
To a receiving document type the program will automatically assign
the Goods type. For other
document types you have to select the type in this section.
|
| Fill Packages and Quantity per Unit from Receiving |
(for issues only) In this field you can select the method for the
filling of packages and quantity per unit when removal:
- If you select this option, the program will fill-in on the basis
of recalculated values when receiving.
- If you do not select this option, the program will fill-in on
the basis of values defined in the items register.
|
| Check Packages and Weight at Issue |
(for issues only) If you select this option, the
program will check the weight and packages when issuing goods from a
SAD. The program will check that you do not issue more than you have
received to SAD.
Different values can occur due to additional changes of the packages
quantity and gross weight on the SAD. For more information see also
update documents of issue. |
| Only Active Items can be Selected |
If you select this option, the program will offer only items with
the active status. |
Auto-Assign S/N
|
(for issues only) If you select this option, the
program will assign serial numbers automatically (for more information
see Automatically discharging serial numbers).
It is not recommended to select this option if you have previously selected
the Assign Automatically
option in the Customs Warehouse
section of the Administration Panel | Settings | Program Parameters
| Goods| General. If you select this
option, you will have to issue a correct serial number.
|
| Warning if Entering Duplicate Items |
If you select this option, the program will display
a warning when you will try to enter an item to a document that already
has this item. The program will display a warning:
The item xxx already exists in line nn!.
The program will allow you to continue with your work.
|
| Disable Changing Warehouse |
If you select this option, the program
will not allow you change the warehouse from the one defined in the
document types register for the certain document to another on. |