Expenditure date/Receipt date — in this type of document, the date of expenditure and the date of receipt may differ. If more than a day has passed between shipment and receipt of the delivery. You can set different dates. By default, the dates are set to the same. The date of receipt cannot be earlier than the date of expenditure.
Insertion point - fields are available only on newly created documents. Determine where to insert the invoice. By default, the document is created last in the list for the specified date. If "Invoice order rules" are created, then the place of insertion of the invoice is determined by the zone that includes this type of invoice in the rules. |
The insertion point is indicated for the expenditure part of the "Domestic Sale". If the dates of expense and receipt are the same, the documents will be located next to each other in the list of invoices. If the dates are different, then the expense part will be set according to the selected "Insert place" rule, and the incoming part will be added "last for the date".
Supplier - in this field, select the supplier department from which the transferred goods will be written off. The value is selected from the list of departments (Division Dictionary) of your enterprise.
Supplier's KPP – this field automatically fills in the KPP of the subdivision specified in the Supplier field. Can be overridden if needed.
Recipient - this field defines the recipient department to which the transferred goods will be credited. The value is selected from the list of departments (Division Dictionary) of your enterprise.
Beneficiary's KPP – this field automatically fills in the KPP of the subdivision specified in the Beneficiary field. Can be overridden if needed.
There are no restrictions on the selection of departments for creating an internal sale. You can choose as divisions of different own legal entities. So are the divisions of one legal entity
Bukh. transaction - define the accounting transaction for generating invoice transactions.
Due Date - Specify the due date for the invoice. The due date calculation uses the values specified in the own legal entity properties for the expense.
The Other Properties window area contains user-created fields as invoice header attributes.
Flag Activate or Activated by the supplier, Activated by the recipient - the flag is set to assign the document the status "active". Documents with the status "inactive" do not participate in the turnover.
Current status of the document - the inscription displays the state of the document at the moment. After setting the Activate flag, you must save the document so that the Inactive status changes to Active.
If the Supplier and the Recipient are subdivisions of different enterprises (users with different access rights), the document activation takes place in two stages:
upon creation, the document is activated by the Supplier;
after receiving the goods, the document is activated by the Recipient.
The current document status will become active only after the document is activated by both the supplier and the recipient.