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Collective Issue

Collective Issue

Collective Issue

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A collective document is used where multiple packing slips are invoiced with a single invoice. The basic characteristic of collective issue documents is that they do not affect stock at a warehouse (this is changed with internal issue documents). They belong in tax records and serve as the basis for posting receivables from customers.

Packing slips created with just one internal issue can be invoiced this way.

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A basic explanation of collective issue documents can be found in the Collective Issue chapter.

The basic parameters of a collective issue document can be set in the Document Types settings for collective issue documents.

A new collective issue document can be created simply by selecting a type of document for collective issue  and  clicking the Add button in an EXISTING document. You can also click the New Record 017119.gif button to open a new document and click the Add button. The program will create the new document according to the parameters you've set (see Adding packing slips)

When all the necessary criteria have been entered, click the Select button. The program will display a list of internal issues that correspond to the chosen criteria:

000001.gif The program only displays internal issues that have not yet been invoiced.

The program will create the collective invoice (or multiple collective invoices if multiple subjects appear in the internal documents).

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Individual functions and fields in a collective issue document are the same as in issue documents.

000001.gif For a description of the task bar of collective issue documents, see Task Bar for issue invoices! The function for adding goods movements and orders (see Add) to collective issue documents can be found in the Wizards menu!

 

000001.gif The valuation price in the collective document is only informative, because the data in the internal issue is used for unburdening stock! If you would like to update the valuation prices for the sake of gross margin overviews, use the  Fill Purchase Prices for Collective Issues function in the Refresh Stock. For posting material consumption,  use internal issue documents.
000001.gif If you delete a collective invoice, the data about the number of the linked document and status in the internal issue document will not be deleted!

In the collective invoice, data is sorted by panels, like in issue invoices.

The Links panel is especially useful. Here, you can see which internal issues have been linked with the collective invoice. Double-click the number of an internal issue document to open it.

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