Description of document types in the Bestia database
Which types of documents we need depends on the business process in the company. For easier overview and understanding of individual processes in the Bestia company, we present the types of documents below. You can view the business processes of the Bestia company in graphical form in the chapter Business processes in the veterinary clinic.
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WARNING
Each company has its own business event processes, and accordingly, the types of documents are created and appropriate settings are established.
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1. Goods
Types of documents used in the Goodsmodule are divided into documents for: receipt, transfer, issuance, POS, and inventory. In the Bestia database, the following documents are used:
| Document code |
Document name |
| Documents for RECEIPT: |
|
1000
|
Purchase
|
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1002
|
Purchase - Retail
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1100
|
Purchase of fixed assets
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1200
|
Invoice for expenses
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1202
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Invoice for expenses - Staff
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1210
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Invoices paid in cash
|
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1220
|
Invoices paid by credit card
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1900
|
Purchase from EU countries - Wholesale
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1901
|
Purchase from EU countries - Retail
|
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1X00
|
Credit note
|
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1X10
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Credit note - EU
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1X20
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Credit note - Outside-EU
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1600
|
Advance given
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1610
|
Cancelled advance given
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AU00
|
Advances given for imports
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Documents for COLLECTIVE RECEIPT:
|
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1500
|
Collective invoice
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1510
|
Collective invoice from EU countries
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Documents for INTERNAL RECEIPT:
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|
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1700
|
Internal receipt
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1A00
|
Surplus in inventory
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1R00
|
Revaluation of stocks
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| Documents for TRANSFER: |
|
2000
|
Transfer Wholesale -> Retail
|
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2001
|
Transfer Wholesale -> Viktor
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2002
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Transfer Wholesale -> Valerija
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2003
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Transfer Wholesale -> Valentin
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2004
|
Transfer Wholesale -> Clinic
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2005
|
Transfer Clinic -> Wholesale
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2100
|
Transfer Retail -> Wholesale
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| Documents for ISSUING POS: |
| 3200 |
Retail POS |
| 3201 |
POS Surgery |
| 3202 |
POS Dentistry |
| 3203 |
POS Clinic |
| 3204 |
POS - portable - Viktor |
| 3205 |
POS - portable - Valerija |
| 3206 |
POS - portable - Valentin |
| Documents for ISSUING: |
|
3000
|
Sale
|
|
3001
|
Trade
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3002
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Surgery
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3003
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Dentistry
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3004
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Clinic
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3600
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Invoicing service
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3601
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Invoice for insurance claim
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3602
|
Invoice service - EU
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3604
|
Invoice service - outside EU
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| 3X00 |
Credit note |
| 3X10 |
Credit note - EU |
| 3X20 |
Credit note - export |
| 3700 |
Received advance |
| 3710 |
Cancelled received advance |
| AI00 |
Advance received for export |
| Documents for INTERNAL ISSUING: |
|
| 3500 |
Delivery note (collective) |
|
3501
|
Delivery note trade
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3502
|
Delivery note surgery
|
| 3503 |
Delivery note dentistry |
| 3504 |
Delivery note clinic |
| 3505 |
Delivery note - Viktor |
| 3506 |
Delivery note - Valerija |
| 3507 |
Delivery note - Valentin |
| 3A00 |
Inventory shortage |
| 3G00 |
De-recognition of goods from packages |
| 3R10 |
Revaluation of stocks - shortage |
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Documents for COLLECTIVE ISSUING:
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3900
|
Collective issuing
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3910
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Collective issuing - EU Countries
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3920
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Collective issuing - Countries outside EU
|
| KO00 |
Collective issuing for archiving |
2. Money
Module Money in the PANTHEON VET program covers a wide area of work in accounting. The accounting of the Bestia company is managed by an external company. In the Bestia database, only documents for cash transactions are used:
| Document code |
Document name |
| Documents for CASH TRANSACTIONS: |
|
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8000
|
Cash receipt
|
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8001
|
Cash receipt - Travel orders
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8010
|
Cash receipt - Retail POS
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8041
|
Cash receipt - Viktor
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8042
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Cash receipt - Valeria
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| 8043 |
Cash receipt - Valentin |
3. Travel orders
In the fictional company Bestia for recording travel orders the following documents are used:
| Document code |
Document name |
|
7000
|
Travel orders
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4. Treatment
A new type of document (business event) has been added to the document type code in PANTHEON VET - Treatment. Different types of animal treatments allow for better overview and organization of data. The Bestia company has created the following types of documents:
| Document code |
Document name |
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Documents for TREATMENT:
|
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| CLI1 |
Surgery |
| CLI2 |
Dentistry |
| CLI3 |
Clinic |
| HCL1 |
Field - Viktor Veterinarian |
| HCL2 |
Field - Valerija Veterinarian |
| HCL3 |
Field - Valentin Veterinarian |