Slip General Info

Fields at the header section of the purchase proposal slip are used to record slip bottom information. The lines are used to record the materials and services for which vendor proposals are received. The Currency Type field is used to specify the currency types to be used in Slip Bottom and slip lines. The Totals field displays the totals resulting from the information recorded on slip lines.
 
The following information is recorded on the Slip General Info section:
Slip Number: The tracking number of the slip. Alphanumeric characters can be used to enter the employee number. The slips are sorted by their numbers. The Slip Number field is mandatory.
Slip Date: The date of transaction. The Slip date field is mandatory.
Time: Indicates the time in which the transaction is recorded.
Document Number: The number of the transaction document. An alphanumeric field of 8 characters long. Documents from different companies may have the same number. Slips are not sorted by document number. Therefore, more than one slip may have the same document number.
AR/AP Code: The AR/AP code of the transaction.
AR/AP Title: The AR/AP title of the transaction.
Payments: The payment plan code to be applied to the slip bottom. If a payment plan is specified in the AR/AP for the AR/AP transaction, it is transferred into this field as default. Can be changed if the slip or invoice will be closed according to a different payment plan.
Trading Group: The trading group code of the slip or invoice. Trading Groups are listed and a selection is made. If a trading group is specified on the AR/AP of the slip, this value is displayed as default. This data can be changed if necessary.
Approval Information: Displays the approval status of the Purchase Proposal slip. Approval status changes are recorded on the slip or using "Approval Status" option located in the F9/right mouse button menu of the Purchase Proposal Slips list.
Start Date: Indicates the date range for which the proposals given through the purchase proposal slip will be applied.
End Date: Indicates the date until which the proposals given through the purchase proposal slip will be applied.
Revision Number: The revision number of the purchase proposal slip.
Purchase Order Number: The purchase order number related to the proposal. Purchase proposals can be entered directly or by transferring previously recorded purchase orders into the slip. Existing purchase orders are listed on this field and the related order is selected.
Aux. Code: A secondary code field used to classify slips. Contains 10 characters. The Aux. Code is used to classify slips by company specific criteria. The user can use this field to record any necessary information that is not included in the slip.
Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on job definitions. A planning process must be performed for detailed authorization definitions. First, slips to be accessed or processed by each user or user group should be specified. Then, separate authorization codes are assigned to slip groups accessible by each authorization group. Slip based encryption can be performed by authorization code. In this way, only the users who log in with the specified authorization code can access and process the slips.
Project Code: The project code of the slip. Recorded project cards are listed and the related definition is selected. Project information is entered on all transactions on the Business Automation System side in Unity2 to create project-based reports and accounting integration. Transactions recorded with GL accounts can be associated to more than one overhead pool. For instance, batch purchases may fulfill the needs of different departments within the company.
In such cases, the distribution method for overhead pools is recorded along with project definitions.
Projects are defined using the Project Cards option in the G/L section.
Division: A unit that is connected to the headquarters of a company or organization, and that manages its own commercial transactions independently. This field is used to associate the transaction with one of the defined divisions of the company.
Department: Activities or activity groups within an organization that are independent from each other in terms of organization and accounting. This field is used to associate the transaction with one of the defined departments of the company.
Plant: This field is used to associate the transaction with one of the defined plants of the company.
Warehouse: The locations that are used to store the company's goods or used for other purposes (such as scrap or production) are called warehouses. Warehouses are specified in connection with the Company or Division definitions. This field is used to display the warehouse in which the transaction is performed.