General data in Order
General data is moved to the right window border. You can show or hide them by clicking the arrow shown below.
The General panel consists of 4 parts, divided by a dotted line.
The first part contains mainly the order dates and the delivery date.
The second part has information about the supplier type and the recipient.
In the third part, you can enter additional data, such as the issue date and the number of the offer or preliminary invoice on which the issued order was based.
The last, fourth part, has data about the responsible person (clerk) who ordered the goods or services.
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Order date
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Date of creating the order (the current date by default).
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Validity
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Enter a number of days or the date of order validity. The data here is linked between the two fields. If you change one value (e. g. the number of days), the other (e. g. the date) will correspondingly automatically change.
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Days for payment
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The number of days in which the invoiced order (i. e. the invoice will be issued based on the order) will be due for payment. By default, this data is applied from the Suppliers register and can also be changed.
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Delivery deadline
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Date for delivery given to the supplier. The dates here are by default also transferred into order lines. You can also change the delivery date in the order line.
If the default delivery deadline is changed in the document header after at least one order line has been entered, the program will give you an option to enter the changed delivery due date into document lines as well. The following message will pop up: “Do you really want to change the delivery due date by line item?”
If you confirm this choice, the delivery due date in line will be changed.
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Payment method
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States the default payment method from the Suppliers register. You can also change it by selecting it in the Payment methods register.
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| Currency and rate |
The default currency from PANTHEON settings is displayed, but if a default currency for this customer has been selected in the Subjects register, the latter is used.
It is mandatory to select the currency before entering lines.
If the currency in the document header is corrected afterwards on an already created document, the program will issue a warning IRIS message: Change currency in document header.
The Bank of Slovenia's exchange rate is used, on the selected of the four dates entered in the settings. The exchange rate can also be entered or changed manually. If the exchange rate is changed after the document lines have been entered, an IRIS message will appear: Change currency in document header.
When adding lines from document to document, it is mandatory to enter the exchange rate (as of 1.1.2007) for that bank set as the Bank of Slovenia in the Administration Panel in PANTHEON.
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Department
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Selecting the department enables that the issue is assigned to a certain department inside your company. If the department is already selected in the Document type settings, that data will be applied in this field.
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Recipient
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An additional subject, by default the same as the first person, because the program automatically enters data here. You can also change this field and use combinations Supplier/Recipient. The address is also applied from the Subjects register.
If the recipient is not in the register, you can add it by clicking the New subject button  .
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Delivery type
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The default delivery type from the Customers register is applied here. You can also select a suitable delivery type from the register afterwards.
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Document 1
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You can enter data for two linked documents. The most common use for them are document number and the date of demand or order. If you want that this data is obligatory, you can set this up on the Document type in PANTHEON.
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Doc. 1 date
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Linked document 1 date.
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Document 2
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Same as for Doc. 1.
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Doc. 2 date
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Linked document 2 date.
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Responsible person
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Depending on settings, the program applies here the user logged into the program, or the responsible person, defined in the Suppliers register. The responsible person can be changed.
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Clerk
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By default, this is the user logged into the program. This data cannot be changed.
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