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In the list of documents, you can activate, deactivate or invert the document's activity flag if you have rights, using the Activate context menu item. This option is also available for a group of selected delivery notes.
Delivery Note Locking
In the list of documents, you can set/remove administrator locks on a selected group of delivery notes. To do this, use the Lock > Set lock/Remove lock context menu item.
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- Select the documents to which the operation will be assigned in the list of delivery notes
- Use the Assign acct. operation context menu item
- In the window that opens, select an operation from the drop-down list;
- Click [OK] to assign operations to a group of selected documents. To cancel the operation assignment of the operation, click [Cancel].
If the list of selected
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documents contains
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a type of delivery note that is not selected in the properties of the selected accounting operation, the system will display an error message and the operation will not be assigned.
After assigning an accounting transaction to an invoiceoperation to a delivery note, the Journal entries tab "Transactions" is added to the invoice document's window. This tab displays postings transactions of the invoice delivery note's amounts according to the specified accounting operation rules.
Group Assignment of Delivery Note Title's Attributes
Using th Set column value Bulk assignment of invoice header attributes
Using this item of the context menu, you can set or change "Invoice Header Attributes" on an invoice Attributes of Delivery Note's Titles for one delivery note or a group of selected invoicesdocuments. This functionality is convenient to use, for example, when assigning a "Document type in 1C"assigning FoodsFactory documents.
To fill in attributes from the list of invoicesdelivery notes:
- Open the list of
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- delivery notes
- Select the
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- documents for which the value of the
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- title's attribute will be assigned
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Place the cursor in the attribute field, use the
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Set column value
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... context menu item or the
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Edit > Set column value
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main menu item
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and text;
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Info Call the context menu only from the field of the attribute which value will be set/changed.
The attribute setting window will open:
Enter an attribute value or select it from the list
Select the rule for assigning a
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set value
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:
For
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current record
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— for one
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delivery note
For selected records
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— for lines selected
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using Ctrl or Shift
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For all records
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— for all
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documents displayed in the list
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- Click
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- OK
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- to assign a value to the attribute, click
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- Cancel
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- to close the Set Attribute window without changing the Store House database.
Cloning
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Delivery Note
Using the Clone document context menu item "Clone Document" or the Edit > Clone document main menu item "Edit" - "Clone Document", you can create a copy of the selected document.
In the created document, the Number field will not be filled in, which can be filled in manually using the keyboard, or the be empty and you can fill it in manually. Or this field will be filled in automatically after saving the document, depending on the settings in the Rules for automatic numbering of invoices window of the main menu item "Tools" - "Numbering" - "Invoices ..."of the Delivery notes auto numbering rules (Service > Numbering > Delivery notes...).
To create copies for a group of selected documents, use the function "the Copy invoices"... function. Copies will be created without opening the invoice document form.
Merge Delivery Notes
Using the Merge delivery notes function you Combine invoices
Using the context menu item "Combine invoices..." or the main menu item "Document" - "Combine invoices ..." you can copy a group of selected invoices documents into one common invoicedelivery note.
When you select this item, a window will open in which where you need to specify the type of invoice the document to be created.
Also in this window, you can set specify the "Place of sale", by which the unit department for the combined invoice document will be determined. The field may not be filled, then then, during the merging process, all parameters when merging invoices will be taken from source invoicesdelivery notes.
If the "Place of sale" is not filled in, then the following rules for filling out the "Header" Title of the combined invoice delivery note are used:for
- For all original
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- delivery notes,
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- common supplier
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- department and recipient department are searched for
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- If a common
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- supplier department is found, and for the created document the supplier is a department, then the
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- supplier department is assigned as the supplier of the new document
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- If a common
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- recipient department is found, and for the created document the recipient is a department, then the
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- recipient department is assigned as the recipient of the new document
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- If these rules are not followed, then the Title fields of the combined
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- document are left blank or will be filled with saved
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- values of delivery note's titles.
If the "Point Place of sale" is filled in, then the unit department that is assigned to the selected Place of sale on the Write-off tab of the item goods card will be indicated specified in the combined invoicedocument.
If the invoices selected for merging contained documents to be merged contain goods that had have different subdivisions departments for the same group of stations, then a separate invoice delivery note will be created for each subdivisiondepartment.
If the invoices selected for aggregation contained documents to be merged contain goods that did do not have a place of sale specified in the aggregation merging filter, then they will not be included in the merged invoicedelivery note.
When using the "Combine invoices" function Merge delivery notes function for collation statements:
- Goods with zero quantity are transferred only to the collation
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- statements
- Only goods with the
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- Break into components flag are transferred
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- to the
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- complectations
- The
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- Break into components flags will be
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- transferred if you choose to create a new collation
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- statement.
The merged invoice on the Products page The Goods tab of the merged delivery note will contain the names, codes, and quantities of products goods from the invoices documents selected for merging. Duplicate rows will be summed up according to the rule "Product + Unit. rev.". Goods item + UOM.
When merging invoices delivery notes into an external invoice (incoming or outgoing invoice), the amounts (document — receipt or delivery note, — the amounts of receipt or expense ) are summarized from the merged invoicesdocuments.
If the merged invoices did documents to be merged do not contain the amount of income receipt or the amount of expense expenditure (internal invoicesdelivery notes), then the amounts will be calculated based on the rules for setting prices in incomingreceipt/outgoing invoicesdelivery notes.
Example:Combines 2 invoices with selling prices
- Two delivery notes with sale prices, different from the price list, are merged into one
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- delivery note.
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- In the new document, the quantities and amounts from the merged
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- delivery notes will be summed. The price list will not be used
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- Two internal transfers
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- are merged into a delivery note. In the new
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- document, the price will be used according to the rules for determining the price of
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- a delivery note
- One delivery note and one internal transfer are merged into a delivery note. Goods from the
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- delivery note will be added in the quantity and amount of the original document, goods from the internal transfer will be added in
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- the quantity from the original document, but the amount will be calculated according to the rules for determining the price of the delivery note.
Copy Invoices
Using the Copy invoices… function — in the context menu or from the Document main menu item —
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Item 1 price 100
Product 2 price 200
Product 3 price 300
R / n 1
Product 1 count 1 Price/amount 10
Item 2 Qty 1 Price/Amount 10
V/p 1
Product 1 count 1 Price/amount - no
Product 2 count 1 Price/amount - no
R / n 2
Item 2 col 1 Price/amount 20
Product 3 count 1 Price/amount 20
R / n 3
Product 1 count 1 Price/amount 10
Item 2 Col 2 Price/Amount 30
Item 3 Col 1 Price/Amount 10
District 4
Product 1 count 1 Price/amount 100
Item 2 col 2 Price/amount 220
Product 3 count 1 Price/amount 20
V/p 2
Product 2 count 1 Price/amount - no
Product 3 count 1 Price amount - no
R / n 5
Product 1 count 1 Price/amount 10
Item 2 Col 2 Price/Amount 210
Product 3 count 1 Price/amount 300
District 6
Product 1 count 1 Price/amount 100
Item 2 Col 2 Price Total 400
Product 3 count 1 Price/amount 300
Copy invoices
Using the context menu item “Copy invoices…” or the main menu item “Document” – “Copy invoices…”, you can create copies for a group of selected invoicesdocuments. Moreover, with group copying, you can replace unitsdepartments.
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When you select the “Copy invoices…” item Copy invoices… command, a window will open in which you need to define the parameters for creating copies of the selected invoicesdocuments.
Invoice copying optionsparameterss:
- Use current date
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- — when this flag is set, copies will be created with the current computer date. If the flag is not set, then the copies will be created
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- for the dates of the original
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- documents.
If the rules for calculating the payment due date for
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- delivery notes are set for correspondents or own legal entities, the due dates will be calculated automatically relative to the new date of the documents
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- Use invoice activity flag
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- — when this flag is set, copies will be created with the activity flags set for original
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- documents. If the flag is not set, then copies will be created inactive
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- Use
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- original delivery notes number — if this flag is set, copies will be created with the same numbers as specified in the original
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- documents. If the flag is not set
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- , the number will be
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- calculated according to the rules for delivery notes numbering
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- Replace
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- supplier department
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- — when creating copies of selected
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- documents, you can replace the
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- supplier department. To do this,
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- specify the required
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- department in the replacement form. If the field is left blank, then
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- the copy will have the same supplier department
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- as the original
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- document.
When replacing a
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- department with a new one, the
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- copies will
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- have a default KPP value for the selected
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- department
- Replace
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- Receiving OU — when creating copies of selected
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- documents, you can replace the receiving department. To do this,
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- specify the required
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- department in the replacement form. If the field is left blank, then
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- the copy will have the same receiving department
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- as the original
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- document.
When replacing a
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- department with a new one, the
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- copies will
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- have a default KPP value for the selected
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- department
- Original delivery notes — a
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- list of selected
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- documents for copying
- Created invoices
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- — the fields will be filled with a list of created
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- documents.
To create copies of invoices documents with the specified parameters, click the [Create] button. To cancel copying, click the [Close] button.
Create a
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Common Payment Document
When working with external invoices (incoming invoices, outgoing invoicesdocuments — receipt notes, delivery notes, or returns ) in Store House, you can pay — you can specify payments according to these invoicesdelivery notes in Store House. In particular, you can create a common payment for several invoices documents for one correspondent.
If invoices documents of the same type have not yet been paid, are created for the same correspondent and for the same own legal entity and have not yet been paid, then the "Create a common payment document" function becomes available in group transactionsoperaions. The function is also available from the main menu item "Document" - "Document > Create a general common payment document" main menu item.
When you select the "Create a general common payment document" item, a standard form of a payment document will open, in which . It will have the fields will be filled in and the selected invoices documents for processing the general payment will be indicatedcommon payment specified.
By default, the payment document is created with the current computer date and without the "Active" Activate flag being set. Fill in all the required fields of the payment document in a standard way.
If you set “partial payment” for invoicespartial payment for delivery notes, then the “Create Create a common payment document” document function for such invoices documents becomes inactive.
The "Create a common payment document" function is also available even for one invoicedocument.
Create
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Payment Documents
In addition to creating a common payment document for a group of invoicesdocuments, there is the function of creating a separate payment document for each invoice document from a group of selected invoices is availabledelivery notes.
Select the invoices documents in the list of invoices delivery notes for which you need to create payment documents and use the context menu item "Create payment documents ..." context menu item or use the main menu item "Document" - " Document > Create payment documents ...". main menu item.
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When you select the "Create payment documents ..." item, a window will open in which you need to define the parameters for creating payment documents for selected invoicesdelivery notes.
Parameters for creating payment documents:
- Use current date
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- — when this flag is set, payment documents will be created with the current computer date. If the flag is not set, then payment documents will be created by invoice dates.
- Use
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- flag "Active" for invoices — when this flag is set, payment documents will be created with
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- Activate flags set for
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- delivery notes. If the flag is not set, then payment documents will be created inactive
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- Pay invoices in full
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- — when this flag is set, a payment document will be created with the
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- full payment
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- parameter for the
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- delivery note.
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- If the delivery note is edited, the payment document will also change.
If this flag is not set, then when creating a payment document, the payment amount of
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- the delivery note will include the amount of the delivery note at the time of
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- the payment document
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- creation. When editing the
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- delivery note, the payment amount will not change
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- Receipt payment documents
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- — define the general parameters for creating
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- receipt payment documents
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- — for
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- delivery notes and returns to
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- suppliers
- Document type
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- — select the type of payment documents to be created from the list — cash (
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- наличные), non-
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- cash (безналичные), credit cards (кредитные карты), etc. (прочее)
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- Merge into one payment
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- — when this flag is set, if the
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- following conditions are met: documents of the same type + the same correspondent + the same own legal entity
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- — then a common payment document will be created
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- If
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- the Use current date
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- flag was not set, then the payment document will be created
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- for the date of the last
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- document from the group of
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- documents to be combined into one payment
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- Expenditure payment documents
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- — define the general parameters for creating
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- expenditure payment documents
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- — for
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- receipt notes and returns from customers
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- Document type and
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- Merge into one payment
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- — parameters similar to those of
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- receipt payment documents
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- Internal payment documents
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- — define the general parameters for creating internal payment documents
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- — for internal
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- sales
- Document type and
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- Merge into one payment
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- — parameters similar to those of
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- receipt payment documents
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- Original delivery notes — a
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- list of selected
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- documents for creating payment documents
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- Created payment documents
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- — the fields will be filled with a list of created payment documents.
To create payment documents with the specified parameters, click the [Create] button. To cancel creating documents, click the [Close] button.
If invoices the group of selected documents contain delivery notes with already created payment documents were selected in the group of selected invoices, then payments will not be recreated, even if the invoice delivery note is not fully paid.
Create
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Invoices
For a group of invoicesdocuments, the function of creating a separate invoice for each invoice delivery note from a this group of selected invoices is available.
Select the invoices in the list of invoices delivery notes for which you want to create an invoice and use the context Create invoices context menu item "Create invoices ..." or use the Document > Create invoices main menu item "Document" - "Create invoices ..."..
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The item is available only when you select external |
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documents — receipt notes, delivery notes, or returns |
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When you select the "Create invoices ..." item, a window will open in which you need to define specify the parameters for creating invoices for selected invoicesdocuments.
Invoice creation optionsparameters:
- Use current date
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- — when this
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- flag is
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- set, invoices will be created with the current computer date. If the flag is not set, then invoices will be created
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- for delivery note's dates.
To create an invoice with the specified parameters, click the
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- Create
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- button. To cancel creation, click the
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- Close
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- button.
If
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- the group of selected documents contains documents with already created invoices, then invoices will not be recreated.