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A set can be opened from a report by double-clicking, using the Open set context menu item or the same item of the Document main menu.
If you call the set opening on the set name or on the version number (that is, on the gray field), then the zero version of the set will be opened for the first period of the set.
If you previously place the cursor on a line of a certain version and period, then the set will be opened for the selected version and period of the set.
Goods Used in Requests
The report allows you to see a list of all requests in which the selected product goods item appears.
To call the report, position place the cursor in the list of productsgoods. Use the item of the context menu "Occurrence of goods in orders" or the item "Occurrence of goods in orders" of the main menu item "Document" Goods inclusion in requests context menu item or the same item of the Document main menu.
Fill in the filter before generating the report. When specifying dates in the filter, the report will include those applications requests whose formation generation dates fall within the specified interval.
The report is shown in Fig.
The report is a list of requests grouped by the creation date of creation of the request, which include the goods item selected for the report.Order –
- Request — this group of columns lists the parameters of
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- requests that include the
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- goods item:
- Imp.
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- — a flag that determines the
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- Imported from
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- r_keeper or Created manually request type
- Number — the number of the
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- request, which includes the goods item.
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- The number background color means:
- Blue
- The number background color means:
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- — external
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- request
- Gray
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- — internal
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- request
- White
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- — child
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- request
- Date
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- — the creation date of
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- the
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- request, which includes the
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- goods item
- Department — the department for which the request was created
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- Sale location — the sale location for which the
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- request was created
- Customer
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- — recipient / supplier of goods from the
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- request
- UOM — the unit of
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- measurement of the goods item, in which
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- it is indicated in the
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- request
- Quantity
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- — the quantity of the goods item in the
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- request
- Set — the set name and version, if this
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- goods parameter is included in the
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- request.
References to Goods
The Product Links report allows you to display referring elements for which separate reports have not been created. The report displays:
Interchange groups
Orders (Logistics)
Price lists
EGAIS products
Document Templates
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In the list of products, position the cursor on the product;
Use the item of the context menu Links to the product or the item Links to the product of the main item of the Document menu;
The report shown in Fig. 115.
The report is grouped by directories/documents where this product is used.
String - the name of the object that uses the product in its properties
Property – filled in for documents, the date of the document is displayed.
Change Goods Properties
For already created products or products imported from R-Keeper, it may be necessary to change the properties for the selected group.
To set/change for a group of goods such characteristics as Basic parameters, Additional. parameters, Write-off, Routes and / or the presence of the flag "alcoholic products", perform the following actions:
Select this group in the tree;
Select the products of this city
groups by holding down the [Ctrl] or [Shift] key;
By holding down the [Ctrl] key, you can select several products with the left mouse button, regardless of their position in the list. By holding down the [Shift] key, you can select multiple products following each other in the list. You can also select all products in a group by clicking on the first and last product while holding down the [Shift] key.
Call the context menu in the area of the window containing the list of goods and select the Change goods properties item or use the main menu item "Document" - "Change goods properties";
Make the necessary changes to the product group in the Modify product properties window.
To be able to edit properties, you must set the flags opposite those properties that will be edited.
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Change Properties of Goods
For already created goods or goods imported from R-Keeper, it may be necessary to change the properties for the selected group.
To specify or change such characteristics as Main parameters, Add. parameters, Write-off, Routes and/or the presence of the Alcoholic beverages flag, do the following:
- Select the required group in the tree
- Select the goods of this group by holding down the Ctrl or Shift key
By holding down the Ctrl key, you can select several goods with the left mouse button, regardless of their position in the list. By holding down the Shift key, you can select multiple goods following each other in the list. You can also select all goods in a group by clicking on the first and last goods while holding down the Shift key.
- Call the context menu in the area of the window containing the list of goods and select the Change properties of goods item or use the Document > Change properties of goods main menu item
Make the necessary changes to the goods group in the Change properties of goods window.
Info To be able to edit properties,set the flags opposite the properties you want to edit.
Click the Execute button to save the changes. Close the window without clicking the Execute button to discard changes to the goods group.
Info - If the field in the Change properties of goods window is left blank, then this property will remain unchanged in the goods cards
- To change the default values on the Add. parameters, Write-off, Routes tabs, in addition to the flag opposite the corresponding tab, you must set the Main parameters flag. The Main parameters tab itself can be left unchanged.
Main parameters > Goods type — this functionality is convenient to use for goods imported from r_keeper, if the goods type needs to be changed to Service.
If the field is left blank, the goods type will not be changed. If the goods type was selected by mistake, then click the Delete button to clear the field.
Main parameters > Produce (Производить) — this functionality is useful for goods imported from r_keeper
If the field is left blank, the product type will not be changed. If the product type was selected by mistake, then click the [Delete] button to clear the field.
Product options "Unflag alcoholic products" - if the flag "Alcoholic products" was previously set on the goods, then you can remove it through group operations. When this flag is set, the contents of the window are changed.
At the same time, you can also determine whether the selected group of goods should be used when building an alcohol declaration.
Main parameters - Alcoholic products - this functionality is convenient to use if, when creating goods, the properties for alcoholic products were not defined or the code of alcoholic products needs to be changed.
The flag "Alcoholic products" will be set automatically for selected products if you define the "code or type of alcoholic products" in the "Basic parameters" tab.
If the property "Alcoholic products" is assigned through a group change of the properties of goods, then the unit of measure "Liter" is automatically added for all selected goods, if it was not previously defined on the product card.
If the unit of measurement "Liter" was not defined on the cards of goods for which the group assignment of the property "Alcoholic products" was applied, then it is REQUIRED for each changed product to check the conversion factor of "Liters" in relation to the base unit of measure of the goods, and change it if it specified incorrectly.
Main parameters - Produce - this functionality is convenient to use for goods imported from R-Keeper, if these goods will be used as a " piece " goods, without using kitssets.
Define the "produce" property with the "uncheck/set" flagsCheck the set flag or uncheck box.
Main parameters - Product > Goods category - — this functionality allows you to assign a value to the selected group of products goods for the "Product Goods category" field.
Main parameters - > Accounting category of goods - — this functionality allows you to assign a value to the selected group of goods for the field "Accounting category of goods" field.
Add. parameters – > For ABC - analysis – this functionality allows you to assign a value to the selected group of goods for the field “For ABC-analysis”. For ABC analysis field
| Info |
|---|
The "For external system" parameter is relevant only for enterprises opearting in Russia |
Add. parameters - > Tax rates - — this functionality is convenient to use for group assignment/change of purchase and sale tax rates, purchase and holiday.
You can set both " default " tax rates and create exceptions for enterprises.
To change the " default " values of selected productsgoods, you must also set the "Basic Main parameters" flag.
To add corporate tax rates:
- Set the
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- Add.
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- parameter flag
- Click the mouse in the value area of the table being filled
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- Press the
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- Insert
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- or
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- ↓
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- key. You can also use the Add line context menu item
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- or the Edit > Add line main menu item
- In the
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- Enterprise field, select the required
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- enterprise from the drop-down list
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- In the
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- Purchase
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- /
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- Sale
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- field, define the tax rates for the selected enterprise
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- If an exception for the enterprise has already been created, then it can be deleted
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- / to do this, set the
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- Delete
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- flag
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- If necessary, repeat the above steps for other
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- enterprises
Click the
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Execute
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button to save the changes. Close the window without clicking the
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Execute
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button to discard changes to the
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goods group.
Info If
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r_keeper separates prices or taxes by restaurant
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and in the import settings
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the rules for unloading these divisions are set, then the change in
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sale tax rates and
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sale prices for
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r_keeper goods will be updated
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during every import from
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r_keeper references.
Kit Set versions - — this functionality is convenient to use for goods or semi-finished products imported from R-Keeperr_keeper, to determine kit set versions for enterprises. Provided that the set version numbers of the kits can be uniquely mapped to the enterprise.
If sets are separated by versions to define different write-off rules for enterprises of the same dish., then you can assign the use of kit set versions by enterprise to a group of productsgoods.
To add kit set versions by enterprise:
- Set the
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- Set version
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- flag
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- Click the mouse in the value area of the table being filled
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- Press the
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- Insert
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- or
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- ↓
...
- key. You can also use the Add line context menu item or the Edit > Add line
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- main menu item
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- In the
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- Enterprise
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- field, select the required enterprise from the drop-down list
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- If necessary, in the
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- Start date
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- field, specify the date from which the
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- set version change will be scheduled
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- In the Version
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- number field, enter the set version number
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- . The number must be entered as an integer MANUALLY
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- If the link has already been defined, then it can be deleted
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- . To do this, set the
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- Delete
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- flag
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- If necessary, repeat the above steps for other
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- enterprises
- Click the
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- Execute
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- button to save the changes. Close the window without clicking the
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- Execute
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- button to discard changes to the
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- goods group.
Rules for assigning bundle versions through bulk operations:
When group assignment of kit versions to products, the versions of the basic kit of the product are used.
When adding a new enterprise, the first line for the enterprise must indicate the starting date for using the kit 01/01/1980.
If the "Start date" field is left blank, then a new company will be added to the goods with the start date of using the kit on 01/01/1980.
If you need to delete the line with the company for the selected goods, then just specify the company and set the "Delete" flag.
All conditions for changing the bundle version for one product also work when changing the version through group operations.
As a result of the operation, if the specified parameters cannot be set, the "Protocol" area with a list of failed operations will be filled.
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