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Detailed information about the issued goods and services are entered in the document items.

000001.gif By default the amount with such entry is 1, that is why it is not necessary to enter the amount!

   Shortcut: 006902.gif009234.gif

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005358.gif By clicking the 009096.gif icon before the item number you open the window for entering notes to the document item. The icon is changed to 009150.gif. When we finish the note entry, the window may be closed by clicking the 009150.gificon. (See also: Note entry).

005359.gif
Item
 Automatically generated item number. 
Income acc.
Income account. If we want to post income from this invoice receivable item to some other income account, as defined in the document types register, then we enter the income account ID. The default income account is filled from the asset register. We can also enter it manually.
Name
 Asset name. Assets may be entered by finding an ID from the selection table – in this case the asset name is automatically displayed. You may also search for and select the asset in the name field – in this case the asset ID is automatically entered. In the Program parameters you may select, which data shall be displayed in the table when searching by name.
The asset name can also be changed: the generic asset ID (e.g. STOR) can so be completed with a fuller description (e.g. machine repair according to the pro-forma invoice 3456/00).
By double-clicking this field we open the asset register for this asset. We can thus easily add a new asset, view the data on the selected asset and even change them. 
000001.gif By selecting the parameter "Display only assets, whose type is defined by the document type" in the  Assets | General we can narrow down the set of assets either for the searching by ID as well as for searching by name only to those, which are of the asset type entered in the inventory accounts matrix of the invoice receivable.
Price
sales price (default value on the basis of the customer price range from the asset register or the contract prices ). The data can also be manually entered or we select the price from one of four price ranges from the table.
If the invoice is issued in the currency, which is different from the one selected in the asset register or the price list, the recalc is performed according to the exchange rate of the bank for the price list on the date the goods were supplied.
R%
item rebate (default value on the basis of the customer price range from the asset register or contract prices). The data may be entered also manually or by specifying the discount of the complete invoice (see Data on value).
VAT
tax tariff- default value from the asset register or parameters. The data may also be entered manually.
Value
item value = amount * (price – rebate). The item value is by the default settings rounded up to two decimals (see Program parameters - rounding).
The data may also be entered manually: in such a case the sales price is changed respectively.
If you define some minimum margin in the Program parameters it will be controlled by the program whether the item value has fallen below the costing price. It will be increase for this minimum margin. In this case the data is displayed coloured red.
Department
it is obligtatory to enter this information only if it is specified so in the settings of the document types receivable register (see Deparment cannot be empty!). It is searched for by the program in the following order:
  • if the department is entered in the asset register , this data will be used because it has higher priority
  • otherwise the information on the department which is entered in the document header is used
    Information on the department in the document item is with the automatic posting used in the income posting item.
Cost dr.. the cost driver ID. The default value of the cost driver is entered in the asset register. Here it can also be manually changed.

The information on the cost driver is entered in the order item even if the order item is subsequently linked with the cost driver (see topic Cost drivers - Invoices receivable tab).

If it is specified in the document types register that the cost driver entry is mandatory yet it was not entered in the item, the program returns the error (see It is mandatory to enter the cost driver!).
ID
 Asset receivable ID. The asset may be entered so that the ID is found in the in the table – in such a case the asset name is automatically displayed. The asset may be serched for and selected in the name field – in such a case the asset ID is automatically entered. In the Program parameters it may be selected, which data should be displayed in the table when searching by ID.
000001.gif By selecting the parameter Display only assets, whose type is defined by the document type  in the Assets | Generalthe asset set may be narrowed down either with the searching by ID as well as with the searching by name to that asset type, which is entered in the inventory accounts matrix of the invoice payable.
 
000001.gif Prices and values are specified in the currency as shown in the ribbon with data on value!
If we want the prices (and values) to be recalculated in the forign currency according to the exchange rate for price list, it is MANDATORY to select the currency, in which we want to recalculate the prices before entering into the document items!
000001.gif The items can be easilly sorted by ascending order for each individual column by left-clicking the column name . Sorting by fields "Value" or "Against payment" is not possible.

On the related sub panels apart from the general data you may find also linked procedures and functions as well as document inspection. Those which are linked to the invoice payable:


 

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