 |
The
 and
 editions
allow changing a document type's settings, but new document types cannot
be created. |
Price change document types are used to enter and track price changes.
| ID |
The 3-character ID of the document type. |
| Short Name |
The optional short name of the document type (used in overviews). |
| Name |
The name of the document type as it appears in
menus. |
| Record Only |
If checked, the document type will be visible in the menu and you
will be able to create new documents in this document type, but it will
not be available for automatic posting, will not be included in the
warehouse card and some reports. |
| Change Clerk |
(visible only if Change
Clerk on Documents is set to
Set at Document Type in
Administration Panel | Settings | Program Parameters | Company |
General)
If checked, the Clerk can be changed on documents of this document type. |
| Note |
The note for this document type, for example a description
on its intended use. |
| Default Note |
The note that should appear in all
newly created documents of this document type. |
Item Movements
| Warehouse |
The default warehouse in which the price change
should be performed. |
| (Warehouse Label) |
The custom label of the warehouse that appears in the document header. |
| Department |
The default department for this document type. |
| Dokument 1 |
The label of linked document 1 that appears in the header of documents
of this document type. If this is left blank the relevant field is not
visible on documents. |
| Dokument 2 |
The label of linked document 2 that appears in
the header of documents of this document type. If this is left blank
the relevant field is not visible on documents. |
| Only Active Items can be Selected |
If checked, only items that are set as
Active in the item header will be available
for selection on documents. |
| Allow Changing Item Description |
If checked, the description of items
can be changed freely on documents. |
Account Settings
Accounts for automatic posting of material consumption
must be set in order to perform it because of price changes in warehouses that
value stock at retail prices.
| Item Type |
The item type for which the account settings should
apply. The item type is set in the Items
register | General | Accounts. |
| Inventory Acct. DR |
The account for recording the stock value of an item type. If the
retail price increases a positive debit-side entry is made, if it decreases
a negative debit-side entry is made. |
| Included Gr. Margin CR |
The account for (credit-side) recording gross
margin, included in the retail price. |
| Included VAT CR |
The account for (credit-side) recording VAT, included in the retail
price. |
|
Copy Accounts |
The
Copy Accounts Wizard allows you to copy
inventory and VAT accounts from one document type to the currently selected
one. |
Automatic posting of material consumption will
thus decrease the stock value (in the retail price increases) or reverse a decrease
in stock value (if the retail price decreases).
See Price Change for examples.