Page History

DEFAULTS

Material (Class) Purchase Prices - Type

Indicates the type of the purchase price applied as default in transactions. The type default contains the following options:

• Material
• Material Class
  When Material is selected, the price of the material is displayed as default on the unit price field of the slips. When Material Class is selected, the price of the material class is displayed as default on the unit price field of the slips.

Material (Class) Purchase Prices - VAT

The VAT defaults of purchase prices. There are two options:

• Included
• Excluded
  
  
  When Included is selected, the unit price (vat incl.) is displayed as default on the unit price field of material or material class purchase slips and invoices. When Excluded is selected, the unit price (vat excl.) is displayed as default on the unit price field of material or material class purchase slips and invoices.

Service Purchase Prices - VAT

The VAT default of service purchase prices. There are two options:

• Included
• Excluded
  
  
  When Included is selected, the unit price (vat incl.) is displayed as default on the unit price field of service purchase invoices. When Excluded is selected, the unit price (vat excl.) is displayed as default on the unit price field of service purchase invoices.

Discounts

The parameter used to specify the tracking method for discounts applied to slip bottom or slip lines. Discounts can be tracked under a separate G/L account or through distribution to materials within the slip. This parameter line contains the following options:

• Cost of Material
• Post to G/L Account
  
  
  When Cost of Material is selected, the discount amount of the material on the slip line is calculated using the weighted average method. In this way, the net input and output amount of the related line is decreased and the cost system is affected. Furthermore, this amount debits or credits material and sales G/L accounts. In such cases, The purchase amount of the material is recalculated by subtracting the line discounts applied to purchase receipts from the total amount of the main inventory line. Discounts applied to purchase receipt bottom are distributed to material lines according to the new amount calculated, and the net purchase amount is calculated for each material. The cost system assumes that the material purchase amount and purchase cost are equal to net amount. When Post to G/L Account is selected, discount amounts of material lines are not calculated. Therefore, the net input amount and cost of the material line is not affected.When invoices are posted to G/L, discount amounts debit or credit separate G/L accounts. In such cases, discounts applied to material lines or slip bottom do not affect the purchase amount of the material line. When the calculations are posted to G/L, the amount of the applied discounts is processed as an expense account by being transferred to different G/L accounts. In this way, the profit increasing effect of such discounts is tracked as a separate item between different accounts rather than in inventory costs.

Surcharges

The parameter used to specify the tracking method for surcharges related to material lines or slip bottom in purchase slips and invoices. Surcharges can be tracked under a separate G/L account or through distribution to materials within the slip. This parameter line contains the following options:

• Cost of Material
• Post to G/L Account
  
  When Cost of Material is selected, the surcharge amount of the material on the slip line is calculated using the weighted average method. In this way, the net input and output amount of the related line is increased and the cost system is affected. Furthermore, this amount debits or credits material and sales G/L accounts. In such cases, line surcharges applied to purchase receipts affect total of the main inventory line, and the sales amount is recalculated. Surcharges applied to purchase receipt bottom are distributed to material lines using the weighted average method and according to the new amount calculated, and the net purchase amount is calculated for each material. The cost system assumes that the material purchase amount and purchase cost are equal to net amount.
  
  When Post to G/L Account is selected, surcharge amounts of material lines are not calculated. Therefore, the net input amount and cost of the material line is not affected. When invoices are posted to G/L, surcharge amounts debit or credit separate G/L accounts. In such cases, line surcharges applied to material lines or slip bottom in purchase receipts do not affect the purchase amount of the material line. When calculations are posted to G/L, the amount of applied surcharges is processed by being transferred to different G/L accounts. In this way, the profit decreasing effect of such surcharges is tracked as a separate item between different accounts rather than in inventory costs.

Promotion Discounts

The parameter used to specify the tracking method for promotions related to material lines or slip bottom in purchase slips and invoices. Promotions can be tracked under a separate G/L account or through distribution to materials within the slip. This parameter line contains the following options:

• Distribute to Materials
• Post to Different Account
  
  
  When "Distribute to Materials" is selected, the promotion amount of the material on the slip line is calculated using the weighted average method. In this way, the net input and output amount of the related line is decreased and the cost system is affected. Furthermore, this amount debits or credits material and sales G/L accounts.
  
  In the LOGO application, the promotion line amount applied to the material line of the Purchase Receipt is calculated using the Quantity of Goods Sold x Unit Purchase Price formula and considered as a discount. The purchase price of the material is recalculated by subtracting the amount of the promotion line from the line amount.
  In the LOGO Unity application, promotions applied to slip bottom are processed as discounts applied to slip bottom. Promotion discount for each line is calculated through new material line amounts using the weighted average method. Afterwards, the net purchase amount of each material line is calculated by subtracting these discounts from the last calculated material line amounts. The cost system assumes that the material purchase amount and purchase cost are equal to net amount.
  
  Since the amount of promotion purchase lines affect the cost of the main material line to which they are applied as discounts, the purchase amount and cost are calculated using the Quantity x Unit Price formula. This calculation is performed since "Purchase Promotions will be Distributed to Materials" parameter is selected. Purchase promotions are not discounts decreasing the material cost; they are rather material surplus transactions that do not affect the total cost of materials. Therefore, when the cost of promotion lines is calculated after applying purchase promotion amounts to main material lines as discounts, the total cost of materials is not affected, and the quantity of material increases.
  
  When "Post to Different Account" is selected, promotion amounts for each material line are not calculated. Therefore, the net input amount and cost of the material line is not affected. When invoices are posted to G/L, promotion amounts debit or credit separate G/L accounts. In such cases, the amount of the promotion line applied to the material line in purchase receipts does not affect the purchase price of the material. Promotions applied to slip bottom do not affect the purchase amount of material lines either since they are considered the same. As a result, promotions do not affect the purchase amount and cost of materials except for promotion purchase lines. Since the amount of promotion purchase lines are tracked in separate G/L accounts as discounts, the purchase amount and cost of promotion lines are calculated using the Quantity x Unit Price formula for the cost system. This calculation is performed since "Purchase Promotions will be Posted to Different Account" parameter is selected. Purchase promotions increase the total cost of materials. However, the advantage resulting from free of charge purchase of promotions should be processed as an income-increasing item on separate G/L accounts.

Invoice Payment Transactions

The parameter used to specify the tracking method for invoice payment transactions. This parameter line contains the following options:

• Partial Payment
• Average Payment
  
  When Partial Payment is selected, payments are distributed into the payment list according to the payment plan defined for each line if the invoice consists of multiple lines. In such cases, when connected with payment plans, purchase invoices are divided according to number of payments and due dates specified on the payment plan, recorded on payment collection transactions, and displayed on debt tracking transactions.
  When Average Payment is selected, all partial transactions are brought together according to a single due date and interest rate. The due date and interest are calculated using the weighted average of partial transactions. In such cases, when purchase invoices are connected to payment plans, the average due date necessary for the payment of the invoice total is calculated with the weighted average method by processing the number of payments and due dates specified on the payment plan. the purchase invoice is recorded as a single credit transaction at the due date on payment collection transactions, and displayed as such on debt tracking transactions.

Return Cost Type

The parameter used to specify how return costs will be calculated. This parameter line consists of the following options:

• Input Cost
• Current Cost
• Return Cost
  
  
  When Cost of Input is selected, the return cost can be related with a purchase transaction. In such cases, the purchase transaction to which returned materials are related to can be selected on the Purchase Return Slip and the returned material can be connected to the related material line. The unit price on the selected purchase slip is transferred into the return slip. The output cost of the purchase return line is equal to the net purchase amount of the related purchase transaction. The output amount of the purchase return line is equalized to the net amount of the purchase return. The differences between the output amount and output cost can be tracked as profit or loss on cost analysis reports. From the inventory point of view, the Purchase Returns decrease the inventory cost through the Net Amount of the purchase it is linked to. The output amount does not affect the inventory.
  
  When Current Cost is selected, the purchase return slip is used to specify that the unit cost of the returned slip will be equal to the current cost. Purchase return transactions are considered as material output transactions. The actual material unit cost is equalized to the unit cost of the purchase return transaction. The output cost is calculated using the unit cost x return quantity formula. the output amount of the purchase return line is equalized to the net amount of the purchase return. The differences between the output amount and output cost can be tracked as profit or loss in cost analysis reports.
  
  When Return Cost is selected, the unit cost of the returned material is entered into the lines of the purchase return slip. The output cost of the purchase return slip is calculated by multiplying the unit cost entered by the user with the return quantity. The output amount of the purchase return line is equalized to the net amount of the purchase return. The differences between the output amount and output cost can be tracked as profit or loss on cost analysis reports. From the inventory point of view, purchase returns decrease the inventory cost through the cost entered by the user. The output amount does not affect the inventory. The lines of the purchase return slip can be used to select the purchase transaction related to returned materials in order to link the purchase transaction with material lines.

Order Approval Info

The parameter used to specify the default value of the order approval info. Order approval information can be changed using the approval info option located in the right mouse button menu of the order slip and order slips windows. This parameter line contains the following options:

• Quotation
• Undeliverable
• Deliverable
  When Quotation is selected, the approval default of the recorded order is proposal. When Undeliverable is selected, the approval default of the recorded order is undeliverable. When Deliverable is selected, the approval default of the recorded order is deliverable.

Requested Proposal Number

It is the default number of requested proposals from suppliers for purchasing proposals.

Order Approval Info

The parameter used to specify order approval status default for purchasing orders. It contains the following options:

• Waiting for approve
• Stopped
• Approved
  
  
  When saving a purchase order, it is saved with specified approval status here.

Proposal Approval Info

The parameter used to specify proposal approval status default for purchase proposals. It contains the following options:

• Waiting for approve
• Stopped
• Approved
  
  
  When saving a purchase proposal, it is saved with specified approval status here.

Contract Approval Info

The parameter used to specify contract approval status default for purchase contracts. It contains the following options:

• Waiting for approve
• Stopped
• Approved
  
  
  When saving a purchase contract, it is saved with specified approval status here.

Dispatch / Receipt Status

The default dispatch record status. This parameter line contains the following options:

• Proposal
• Actual
  When Proposal is selected, dispatches are recorded with the proposal status. The dispatch status can be changed to Actual using the status change option located in the right mouse button menu of the dispatch/receipt window.

Invoice Status

The default invoice record status. This parameter line contains the following options:

• Proposal
• Actual
  When Proposal is selected, invoices are recorded with the proposal status. The invoice status can be changed to Actual using the status change option located in the right mouse button menu of invoice windows.

Dispatch / Receipt Shipping Status

The shipping status default of dispatches / receipts. This parameter line contains the following options:

• Shipped
• Not Shipped
  
  
  When Shipped is selected, the dispatches are listed in "shipped" status at dispatch / receipt lists. In order to change their status "Undo Shipment " option is used that is located in the right mouse button menu od the dispatches / receipts.
  
  When Not Shipped is selected, in order to chande receipts'/dispatches' status as "Shipped", "Deliver" option is used that is located in the right mouse button menu of the dispatches/receipts.

Deduction Numerator

Deduction numerator default for the receipts and orders.

Deduction Denominator

Deduction denominator default for the receipts and orders.

Service Distribution Type

Used to specify service distribution type default for the service cards used as import expense. It contains the following options:
 

• Not be distributed
• Material Value
• Material Quantity
• Weight
• Volume
• Rate
• Amount
• Import Value

Currency Type – Order / Receipt / Invoice (General)

These parameter lines are used to determine which currency type will be displayed as default for general of slip when generating a purchasing slip or invoice. The parameter lines contain Reporting Currency, Transaction Currency and EURO options. The selection made in these lines is transferred as default to Currency Type field of purchasing slips and invoices; can be changed if necessary.

Currency Type – Order / Receipt / Invoice (Slip)

These parameter lines are used to determine which currency type will be displayed as default for slip lines when generating a purchasing slip or invoice. The parameter lines contain Local Currency, Reporting Currency, Transaction Currency and EURO options. The selection made in these lines is transferred as default to Currency Type field of purchasing slips and invoice lines; can be changed if necessary.

PARAMETERS

Shipment Address

The parameter used to specify the default value of the shipment address to be used. This line contains the following options:

• Transfer from AR/AP
• Will be Transferred from Delivery Account
  When "Transfer from AR/AP" is selected, the AR/AP address is used as default. When "Will be Transferred from Delivery Account" is selected, the address of the delivery account specified on the slip or invoice is used as default.

General Discount and Surcharge in Dispatch/Order/Contract Transfers

This parameter is used to specify how the discounts and surcharges related to the slip button will be transferred if purchase orders are transferred into purchase receipts and purchase receipts are transferred into purchase invoices. Multiple receipts can be transferred into an invoice. Such receipts can contain different rates of discounts and surcharges, or discounts or surcharges defined through formulas. The parameter line contains the following options:

• Use As Is
• Convert to Amount
• Do not Transfer
  
  
  When "Use As Is" is selected, discounts and surcharges applied to the slip bottom on receipts or order slips are transferred into the invoice with these values. In such cases, discounts and surcharges applied to the invoice bottom are recalculated using the new values. When "Convert to Amount" is selected, discount and surcharge amounts present before the slip transfers are considered as fixed values. These values are transferred only as amounts without processing rate or formula information.
  When "Do not Transfer" is selected, discounts and surcharges applied to slip bottom are not transferred.

Pricing Currency in Dispatch/Order/Proposal Management Slips Transfer

The parameter option used to specify the transfer method for the pricing currency exchange rate when slips are transferred into dispatches and invoices, dispatches are transferred into invoices and proposal management slips transferred into invoices. The parameter contains the following options:

• Update Exchange Rate
• Do Not Update Exchange Rate
  When "Update Exchange Rate" is selected, the pricing currency rate is updated according to the transaction date, and the unit price entered in local currency is updated.When "Do Not Update Exchange Rate" is selected, the pricing currency rate entered into the order slip or dispatch is not changed on the invoice.

Transaction Currency in Dispatch/Order/Proposal Management Slips Transfer

The parameter option used to specify the transfer method for the transaction currency exchange rate when slips are transferred into dispatches and invoices, receipts are transferred into invoices and proposal management slips transferred into invoices. The parameter contains the following options:

• Update Exchange Rate
• Do Not Update Exchange Rate
  When "Update Exchange Rate" is selected, the transaction currency rate is updated according to the transaction date, and the unit price entered in local currency is updated. When "Do not Update Exchange Rate" is selected, the transaction currency rate entered into the order slip or dispatch is not changed on the invoice.

When Transaction Currency Exchange Rate is Changed (Order/Dispatch/Invoice Transactions)

This parameter is used to specify the amount to be updated if update exchange rate is selected on the transaction currency line when dispatches and orders are transferred. The parameter contains the following options:

• Transaction Currency Amounts will be Updated
• Local Currency Amounts will be Updated
  When "Transaction Currency Amounts will be Updated" is selected, the transaction currency amounts are updated. When "Local Currency Amounts will be Updated" is selected, only the local currency amounts are updated when the transaction currency exchange rate is changed.

Shipment of Promotions on Order

The parameter line used to specify the delivery method for promotions on order. This parameter contains the following options:

• Will Be Delivered By Selection
• Will Be Delivered By Material
  When "Will Be Delivered By Selection" is selected, promotion lines on the order slip are also listed when the order slip is transferred into the invoice or dispatch, and selected promotions are transferred. When "Will Be Delivered By Material" is selected, promotion lines recorded on the order slip are not listed, and transferred only when the material is selected.

Warehouse Control in Order Delivery

This parameter line is used to specify whether or not warehouse control will be performed in order delivery. This filter contains Yes and No options. When "Yes" is selected, the order is delivered from the related plant and warehouse. In other words, if the warehouse number entered on the order slip do not match with the warehouse number on the dispatch while an order slip is transferred into a dispatch, a warning message is displayed and the confirmation of the user is required for delivery. When "No" is selected, plant and warehouse control is not performed in order deliveries.

Update Reporting Currency Rate When Date Changes

The parameter used to specify how the Reporting Currency rate will be affected from slip or invoice date changes. The parameter contains the following options:

• Do Not Update Exchange Rate
• Update Exchange Rate
  
  
  When "Update Exchange Rate" is selected and the date of the recorded slip is changed, the LOGO application displays a warning message indicating that the reporting currency rate will be updated according to the new date. When the message is confirmed, the reporting currency is updated using the valid rate value for the new date.If "Do Not Update Exchange Rate" is selected instead, the reporting currency rate is not updated when the date is changed.

Update Transaction Curr. Rate When Date Changes

The parameter used to specify how the transaction currency rate would be affected from slip or invoice date changes. It contains following options:

• Update Exchange Rate
• Do Not Update Exchange Rate
  
  
  When "Update Exchange Rate" is selected and the date of the recorded slip is changed, the LOGO application displays a warning message indicating that the transaction currency rate will be updated according to the new date. When the message is confirmed, the transaction currency is updated using the valid rate value for the new date.
  If "Do Not Update Exchange Rate" is selected instead, the transaction currency rate is not updated when the date is changed.

Automatic Dispatch/Receipt Printing
Automatic Order Printing
Automatic Invoice Printing

Automatic Dispatch/Receipt Printing, Automatic Order Printing and Automatic Invoice Printing parameter lines are used to specify when the order slips, purchase receipts and purchase invoices used in purchase transactions will be printed. This parameter line contains Yes and No options. When "Yes" is selected, purchase document is printed as soon as it's recorded. When "No" is selected, automatic printing is not performed. In such cases, slips or invoices can be printed individually using the Print option or in batches using the Batch Printing option.

Automatic Barcode Printing

It is barcode label printing default. Contains "Yes" and "No" options. In the event of approving this parameter line, label printings are done automatically.

Demand Slip Lines

Used to specify how demans slip lines will be transferred to orders and receipts. It contains the following options:

• Will be Combined and Transferred Based on Code
• Transfer Separately
  
  
  When "Will be Combined and Transferred Based on Code" is selected, when there are same material lines in demand slip, therse lines are combined according to "Code" info and transferred to slips.

Order Lines
Dispatch/Receipt Lines
Invoice Lines

The Order Lines, Dispatch/Receipt Lines and Invoice Lines parameter lines are used to specify how dispatches, invoices and order slips will be printed. These parameter lines contain the following options:

• Print Separately
• Combine by Code
• Combine by Group Code
  
  When "Print Separately" is selected, each line within the slip or invoice is printed. When "Combine by Code" is selected, multiple transactions on the slip or invoice for the same materials are printed together.
  When "Combine by Group Code" is selected, multiple transactions on the slip or invoice for the same group coded materials are printed together.

When Order / Receipt/Dispatch / Invoice Lines are Combined by Material/Group Code, Lines with Different Prices Will

Used to specify how different price material lines will be printed in order, dispatch/receipt and invoice printings, when same group coded materials lines are combined and printed together.

It contains the following options:

• Not Be Combined
• Be Combined and Average Price Will Be Found
• Be Combined and Price Will Be Shown Empty
  
  
  When "Not Be Combined" is selected, material lines with different prices in slips/invoices are printed separately.
  
  When "Be Combined and Average Price Will Be Found" is selected, material lines with different prices in slips/invoices are combined and and printed as a single line after taking the average of the price.
  
  When "Be Combined and Price Will Be Shown Empty" is selected, material lines with different prices in slips/invoices are combined but the price field is left empty when taking printout.

Sorting Order Lines Dispatch/Receipt Lines Sort OrderSorting Invoice Lines

This parameter is used to specify the sort order of Materials transferred into slip lines if transactions for multiple materials are present on orders, dispatches and invoices. The parameter lines contain the following options:

• Do Not Sort
• Sort by Code
• Sort by Description
  
  
  The selected sort order is applied once orders, dispatches and invoices are recorded.When "Do Not Sort" is selected, materials are sorted as they are transferred into the slip lines. When "Sort by Code" is selected, slip lines are sorted by material code.
  When "Sort by Description" is selected, slip lines are sorted by material description. The selected sort order is applied once orders, dispatches and invoices are recorded.

Printing of Order Form

Used to specify order form printing type default.

Order forms can be printed,

• By Number of Slip Lines
• By Procurement Date

Printing Invoice

This parameter line is used to specify how the invoice will be printed. The Printing Invoice parameter consists of the following options:

• Only Invoice
• Invoice + Dispatch/Receipt
  
  
  When Only Invoice is selected, only the invoice is printed. When Invoice + Dispatch/Receipt is selected, the invoice is printed along with related dispatches/receipts.

Transactions That Have Mixed Case Lines To Be Printed

This parameter line is used to select the slips and invoices that have mixed case type material lines to be printed in detail. Parameter line contains the following options:

• Purchase Orders
• Proposals
• Contracts
• Orders
• Receipts
• Invoices
  
  
  The transactions that their mixed case material lines will be printed are transferred into the Selected Ones field by clicking "Add" or "Add All" button.

Material Class Detail Lines

This parameter line is used to specify whether or not detail lines of material classes will be printed on slips, receipts or invoices. This field consists of the following options:

• Order
• Receipt
• Invoice
  
  
  When one of them is selected, information regarding child materials under the material class is printed as well.

Material Class (with table) Detail Lines

This parameter is used when any slip type is selected in "Material Class Detail Lines" parameter line.

By the selection, it is determined how the material class (with table) detail lines will be appeared in order, receipt or invoice print outs.

• Will be printed as list
• Will be printed as table

Purchase / Sales Conditions

This parameter is used to specify how purchase and sales conditions will be read. The parameter consists of the following options:

• Read During The First Calculation Only
• Read During Each Calculation
  When "Read During The First Calculation Only" is selected, purchase and sales conditions applied to slips and invoices are read during the first calculation and written on a table. This table is used for subsequent calculations.

AR/AP / Material Consistency Control on Slips

Suppliers and customers from/to whom the materials are purchased/sold are recorded on the Customer/Suppliers tab of the material. AR/AP - Material consistency control is performed on purchase order slips, purchase receipts and invoices, and the material is procured from the suppliers specified on the material. This transaction is performed using the AR/AP / Material Consistency Control on Slips parameter. This parameter line contains the following options:

• Proceed
• Warn User
• Block
  
  When Proceed is selected, the material and AR/AP consistency is not controlled. When Warn User is selected instead, a warning message is displayed if the AR/AP specified on the order, receipt or invoice is not defined on the Material, and the transaction is recorded after confirmation. This control is performed separately for each material on the slip.
  When Block is selected, unless material and AR/AP consistency is provided, the slip is not saved.The AR/AP and Material consistency control on Material Class and Mixed Case lines of slips is performed by processing the suppliers specified on the Material Class and Mixed Case records. Consistency check is not performed on Promotion, Optional Material, Discount, Surcharge and Subcontracting lines.

In Case of Lead Time Not Specified

Used to specify the lead-time default of materials for which the lead time is not specified on the material. Lead times are assigned on the Customer/Suppliers tab of the material by AR/AP or trading group. The lead time specified here is processed on purchase slips, and the procurement date is calculated accordingly. The lead-time specified on the record is added to the date of the order slip, and the calculated date is transferred into the procurement date field. If lead time is not specified on the material, the default delivery date is specified on the In Case of Lead Time not Specified parameter line. This parameter contains the following options:

• Slip Date Will Be Assigned as Default
• Date Will Be Left Empty
  When "Slip Date Will Be Assigned as Default" is selected, the slip date is displayed as default if the delivery date is not specified for the material processed in the line. When "Date Will Be Left Empty" is selected, the delivery date is left blank.

Lead Time Control

The lead-time of the material is recorded on the Customers/Suppliers tab of the material. Lead times are specified by supplier or trade groups. The specified lead-time is added to the date of the order slip, transferred into the related field on the slip, and can be changed if necessary.When "Yes" is selected, the slip is not recorded if the procurement date exceeds the lead-time specified on the record.

Delivery Control On Dispatch/Receipt and Invoice Transactions

The parameter used to control order relations in dispatches and invoices. This field consists of Yes and No options.When "No" is selected, order relations are not checked while order and material transactions are recorded on dispatch and invoice lines. When "Yes" is selected, dispatches and invoices without order relations can not be recorded.

Fully Shipped Orders

This parameter is used to specify whether or not information regarding fully shipped orders will be changed. This field contains the following options:

• Will be Changed
• Will not be Changed
  When "Will not be Changed" is selected, information regarding fully shipped orders is not changed. When "Will be Changed" is selected, shipment control is not performed, and order information can be changed in each stage.

Partial Delivered Orders

Used to update partially delivered orders' slip data. Contains Will Be Changed and Will Not Be Changed options.

When a part of an order is delivered, if the order data is not wanted to be changed until the remaining quantity is shipped, it is necessary to select "Will Not Be Changed" option in this parameter line.

In the event of selecting "Will Be Changed" option, partial shipping is not considered and slip data can be changed.

Delivery Address Control on Order

This parameter line is used to specify whether or not order slips can be recorded without specifying a delivery address. When "Will be done" is selected, the slip cannot be recorded without entering the delivery address on the Detail tab of the order slip.

Return Transactions Will be Effected Order

The parameter used to specify how return transactions will affect the order. This parameter is used if the order is not wanted to be considered in excess in input and output costs and return transactions, in other words, if returning an order is considered the same with closing an order. This filter contains Yes and No options.When "Yes" is selected and selecting input/output cost as the return type returns a dispatch or invoice, the order amount equal to the amount returned is considered in excess. Therefore, the delivered quantity and undelivered quantity are recalculated.When "No" is selected, the order amount is not considered in excess when the material is returned. The return quantity is not subtracted from the delivered total and is not added to the sales order total even if a return invoice is issued. In the LOGO application, totals are not updated when a returned invoice or dispatch is cancelled or deleted.

Payment Plan Control on Order/Dispatch/Invoice Transactions

The parameter used to control payment plan entries for transactions on slip and invoice lines. The payment plan column is used to record the payment plan according to which the material or service amount specified on slip or invoice lines will be closed.
When "Will be done" is selected, the transaction cannot be recorded without specifying a payment plan.

General Lot Numbers (Purchase)

This parameter line is used when lot numbers are assigned based on suppliers. This filter contains Yes and No options. When "Yes" is selected, a single lot number is assigned to each material line on purchase receipts and invoices. In other words, tracking is performed on slip bottom. Lot numbers of suppliers are specified using the Record Numbering option located in the Administration section. Lot numbers are assigned using the Generate Lot Records option located in the right mouse button menu of the slip line. Assigned numbers are displayed on the Lot Number field at the top of the slip or invoice. Transactions of lot numbers assigned to slip bottom on supplier basis are tracked using the Lot / Serial Numbers option located in the right mouse button menu of the materials window. Purchase and sales transactions totals of the Lot record are listed by clicking the Transactions button of the related lot record on the Lot / Serial Numbers window. Transaction information is listed using the Transactions option.

Detail Lines on Dispatch/Receipt Printing

Used to print Serial/Lot Numbers/Serial Group Numbers and Locations of materials on dispatches/receipts.

Detailed Line Printing Type (with Serial Tracking) on Receipts/Dispatches

It is the detailed line printing type default of materials tracked by serial system when printing receipts.
Contains One under the other and Side by side options.

Detail Lines on Invoice Printing

Used to print Serial/Lot Numbers/Serial Group Numbers and Locations of materials on invoices.

Detailed Line Printing Type (with Serial Tracking) on Invoices

It is the detailed line printing type default of materials tracked by serial system when printing invoices.
Contains One under the other and Side by side options.

Serial/Lot/Location Tracking Quantity Control on Dispatch/Receipt

This parameter is used to specify the control method to be applied when quantities are not specified in Serial/Lot/Location information of materials tracked in dispatches or receipts. This parameter line has three options:

• Proceed
• Block
• Warn User
  
  
  When "Proceed" is selected, quantity control is not performed.When "Warn User" is selected, slips including lines with no quantities require confirmation to be recorded. When "Block" is selected, slips cannot be recorded without entering quantities.

Serial/Lot/Location Tracking Quantity Control on Invoices

This parameter is used to specify the control method to be applied when quantities are not specified in Serial/Lot/Location information of materials tracked in invoices. This parameter line has three options:

• Proceed
• Block
• Warn User
  
  
  When "Proceed" is selected, quantity control is not performed.When "Warn User" is selected, slips including lines with no quantities require confirmation to be recorded. When "Block" is selected, slips cannot be recorded without entering quantities.

Proposal Order Printing

This parameter line is used to specify whether or not order slips with proposal status will be printed. When "No" is selected, order slips with proposal status are not printed.

Proposal Dispatch/Receipt Printing

This parameter line is used to specify whether or not receipts with proposal status will be printed. When "No" is selected, receipts with proposal status are not printed.

Proposal Invoice Printing

This parameter line is used to specify whether or not invoices with proposal status will be printed. When "No" is selected, invoices with proposal status are not printed.

Unit Price Control on Invoice Lines

The parameter that prevents invoices from being recorded without entering the unit price on invoice lines. This parameter line contains the following options:

• Proceed
• Block
• Warn User
  When "Proceed" is selected, no control is performed.When "Warn User" is selected, invoices are controlled for lines without unit price, and a warning message is displayed if there are lines without unit price. In such cases, invoices require confirmation to be recorded.When "Block" is selected, invoices cannot be recorded without entering the unit price.

Used in Automatic Payment/Collection

The parameter used to specify the section to be used in automatic payments for purchasing transactions. This parameter contains the following options:

• Safe Deposit
• Administration
  When Safe Deposit is selected, cash payments, cash collections, check and P. Note records are issued from the safe deposit. When Administration is selected, slips used in payments are recorded on related application sections such as AR/AP, check and P. Note slips.

Force Update of Serial/Lot/Location Quantities When Required

The parameter used to specify transactions required to force automatic opening of the serial/lot entry window when Serial/Lot quantities change. This field contains the following options:

• Dispatch/Receipt
• Invoice

Open Fast Access Window

The parameter used to specify the slip types that will automatically open the fast access window allowing fast entry by material characteristics. The field contains three options:

• Order
• Dispatch/Receipt
• Invoice

Assign G/L Codes on Empty Invoice Lines

The parameter used to assign G/L codes to empty fields on purchase invoices. The parameter contains Yes and No options.When "Yes" is selected, predefined G/L account codes are transferred as default into the G/L codes window when the invoice is recorded.

Automatic Delivery Address Assignment

The parameter used to specify slip types to which delivery addresses will be assigned. The delivery address of the AR/AP is displayed as default on slip types selected on this field. The field contains three options:

• Order
• Dispatch/Receipt
• Invoice

If Payment Amount is Greater Than Invoice / Order Amount

The parameter used to specify the transaction method if the payment amount exceeds the invoice amount in sales transactions with back payment plans paid by credit card. This parameter line contains the following options:

• Block
• Distribute to Unit Prices
• Add Surcharge Line
  When "Block" is selected, the sales transaction is not recorded.When "Distribute to Unit Prices" is selected, the result calculated for each transaction with the (Transaction Amount / Invoice Amount) * (Payment Amount – Invoice Amount) formula is added to the unit price of the related transaction, and the invoice total is recalculated.When "Add Surcharge Line" is selected, the result calculated with the (Payment Amount - Invoice Amount) formula is added as a surcharge line to invoice bottom.

Changing Slip Lines Warehouse Info

The parameter that allows warehouse data to be entered on the related lines. "Yes" must be selected on this parameter line if multiple source and target Warehouses exist in one slip. Warehouse entry from slip lines is an additional feature. If this feature is used, "Enable Warehouse Info Update on Slip Lines" parameter is available in material management parameters.

Due Date in Order/Dispatch/Invoice Transfers

The parameter used to specify the due date calculation method on transfers of orders and dispatches recorded with payment plans into dispatches and invoices respectively. This parameter contains the following options:

• Will be determined by target slip date
• Will be determined by source slip date
  When "Will be determined by source slip date" is selected, the due date is calculated by processing the date of the transferred slip and the number of days specified on the Day field of the payment plan.When "Will be determined by target slip date" is selected, the due date is calculated by processing the date of the issued dispatch or invoice and the number of days specified on the Day field of the payment plan.

Rounding on Discount

This parameter line is used to specify whether or not rounding will be applied when discounts result in decimal amounts.

Payment Type On Order

To be able to generate payment transactions for the orders, the order slip has to be defined and recorded by "prepayment" feature.

Payment transactions default for the order slips is determined by this parameter line.
It contains the following options:

• Without Prepayment
• Prepayment
  
  
  If "Prepayment" is selected, "Prepayment" fields of slips are marked automatically when generating them and when saving the order slips payment transactions are generated as well. These payment transactions can be tracked by "Payment Transactions" option located in the right mouse button menu of the order slips. If necessary, some changes can be done on payment transactions.

Insp. Crit. Prints on Dispatch/Receipt Printing (Input)

This parameter line is used to specify whether or not the inspection criteria will be printed when printing dispatch/receipts in the event of using inspection feature.
Contains Yes or No options.
When it is selected as "Yes", inspection criteria are printed in slip form as well.

Insp. Crit. Prints on Invoice Printing (Input)

This parameter line is used to specify whether or not the inspection criteria will be printed when printing invoices in the event of using inspection feature.
Contains Yes or No options.
When it is selected as "Yes", inspection criteria are printed in invoice form as well.

Transfer Details Of Return Transactions

Used to specify whether or not the details of the purchase invoice will be transferred to purchase return invoice in purchase return transactions recorded by slip and invoice lists. It contains the following options:

• Transfer Promotion Materials
• Transfer Material Net Amount
• Transfer Optional Materials

Apply Price Update Limit

In purchasing transactions, whether the price update limit application for the slips and invoices will be used or not is determined by this parameter line.

Generate Automatic Order Connection after Campaign

Used to transfer campaigns of orders to receipts or invoices automatically when transferring orders to receipts or invoices.

When you select "Yes", the applied campaigns in orders are transferred to receipts or invoices automatically in order transfers.

Order Quantity Control on Delivery Transaction with Barcode

It is used to control the entered quantity by using material barcodes inclusive of the undelivered quantity and to close the undelivered quantity of the delivered materials automatically in order delivery transactions, when materials are delivered by using barcode system. It contains the following options:

• Not Proceeding
• Block
• New Material Line will be Added
  
  
  When "Not Proceeding" is selected, no quantity control is done when delivering the materials by barcode.
  
  When "Block" is selected, in case the delivery quantities are entered by using F9 / Barcode entry for the delivered order lines to the receipts or invoices without specifying any quantity, if the delivery quantity exceeds the undelivered quantity total in order lines, the transaction is blocked. Quantity exceeding is not permitted.
  
  When "New Material Line will be Added" is selected, in case the delivery quantities are entered by using F9 / Barcode entry for the delivered order lines to the receipts or invoices without specifying any quantity, if the delivery quantity exceeds the undelivered quantity total in order lines, a new material line is added for the related material. There is no order connection of these lines.

Automatic Unit Price Update

Used to specify update method for the unit price of material selected in order/receipt/invoice lines in the event of any change in dates or in AR/AP field.

This parameter line contains the following options:

• Will be done
• Will not be done
• Warn User
  
  
  When "Will be done" is selected, material unit price is updated automatically in slips when any change done in date or AR/AP info.
  When "will not be done" is selected, the user is not warned and the unit price is not changed.
  When "Warn User" is selected, the user is warned and the unit price is updated if he/she approves the warning message.

If There is a change in campaign applied transactions

Used to specify the transaction method for the campaigns, in the event of any change in campaign applied transactions. It contains the following options:

• Continue
• Do not consent to transaction
• Delete campaign

Lines with Empty Material Unit Price on Invoice Printing

Used to specify whether the materials lines with empty unit price fields will be listed in invoice printing or not.

Quantity Control on Order Delivery

Used to control quantity of orders on order delivery when its quantity is more than undelivered quantity.

When "Yes" is selected, in the event of billing the order (prepayment), it is prevented to increase quantity in invoice.

Update Payment Types of Invoice Lines

The parameter is used to specify whether the payment plan selected in invoice line will be updated or not when AR/AP has been changed.

Contains Yes or No options.

Number of Invoice Lines in Batch Billing

Used to determine maximum number of invoice lines in batch billing operation.

Update Payment Types of Dispatch/Receipt Lines

The parameter is used to specify whether the payment plan selected in receipt line will be updated or not when AR/AP has been changed.

Contains Yes or No options.

Order Transfer Undelivered Quantities

The parameter is used to specify whether the undelivered quantities of orders will be transferred to receipts or invoices while transferring the order slips to receipts/invoices.

Local Currency Type on Money Transfers Used with Pricing Currency

The parameter is used to specify whether or not local currency will be updated when pricing currency applied to a transaction in order slip line that is processed by local currency when transferring the slip to invoice. It contains the following options:

• Do not update
• Update

Payment Transactions Will Be Generated Base on Lines

The parameter is used to determine how the payment transaction will be generated in the event using different payment plans in each material line of an invoice. This parameter line contains "Yes" or "No" options.
When the parameter is approved, the lines with same due dates are not merged in payment transactions that will be generated base on different payment plans; they are shown with different due dates.

Outstanding Service Amount Will Be Transferred to Invoice in Partial Service Order Transfers

Used to specify whether the outstanding service amount will be transferred to invoice in partial service order transfers or not. Contains Yes and No options.
When "Yes" is selected, the service's outstanding amount is transferred to service invoice as a separate line.
When "No" is selected, the outstanding service amount is not transferred to invoice.

VATs with Deduction

Used to determine the tracking type of VATs with deduction in G/L. This parameter line contains the following options:

• Post to Different Account
• Do Not Post to Different Account
  
  
  When "Post to Different Account" is selected, each VAT value is tracked in a separate G/L account.

Unit Price Default

Used to determine the unit price type to be transferred to slips and invoices as default.

The parameter line contains the following options:

• User Defined Purchase Price
• Last Purchase Price – From This Customer
• Last Purchase Price – From All customers
• Last Purchase Price (Net) – From This Customer
• Last Purchase Price (Net) – From All Customers

Remaining Quantity/Amount Control at Contracts Prepared for Material Classes

This parameter line is used to determine whether the remaining quantity and amount controls at contracts (quota imposed), which are prepared for material classes, will be done based on material class (selected in contract line) or based on materials belonging to selected material class.

The parameter line contains the following options:

• Through Material
• Through Material Class
  
  
  When Through Material is selected, the remaining quantity and amount control is done based on materials belonging to the related material class. The quantity/amount does not change.
  
  If Through Material Class is selected, when the contract is transferred to order, the quantity is subtracted from the remaining quantity regardless of which material has been transferred to the order and besides, unless material class amount exceeds the contract amount, even if the amounts of the materials (belonging to related class) are changed, related order is checked successfully. (Materials' amounts can be changed as long as the amounts do not affect the general total)

If Receipt Date Month Info is Different from Invoice Date Month Info

It is control type default when a purchase receipt is wanted to be billed in another month after the related receipt is generated. The parameter line contains the following options:

• Proceed
• Warn User
• Block
  
  
  When Proceed is selected, receipt date is not controlled.
  
  If "Warn User" is selected, when recording slip the application warns user with "Receipt date month info is different from invoice date month info" message and transaction is recorded when the message is confirmed. 
  
  When "Block" is selected, if receipt month info is different from billing month, it is not permitted to bill the related receipt.

Open Cash Payment/Collection Slip Automatically in Invoices

It is used to determine whether or not AR/AP payment slip will be displayed on purchase invoice screen when saving the invoice in case payment type of it is selected as "Cash" from invoice details or payment transactions window. It contains "Yes" and "No" options.

If "Yes" is selected, when saving related invoice, AR/AP payment slip is displayed on screen automatically and in the direction of user's choice, payment slip is saved or it is not generated.

When Invoice Date is Changed, Dispatch/Receipt Date will be Updated Automatically

This parameter is used to change dispatch/receipt date automatically when invoice date is update. It contains Yes and No options.

When "Yes" is selected, when invoice date is changed, dispatch/receipt date is also updated without a warning message.

When "No" is selected, a warning message displayed when invoice date is changed and user continues according to his selection.

Keep Quantity and Amount Integrity While Transferring Prepaid Order to Invoice

This parameter is used to determine whether the quantity and amount information of an order can be changed while transferring the prepaid order to invoice. This parameter line has "Yes" and "No" options. When "Yes" is selected, the quantity and amount information cannot be changed by the user while transferring the prepaid order to invoice. "No" is the default option.

Stock Market Share Account in Producer Invoice

Used to determine how stock market share will be calculated in producer invoices. This parameter line has three options:

• Over Net Amount
• Over Gross Amount
  
  
  When it is calculated over Net, SSDF, Stoppage and Bağ-Kur shares are not included in calculation.

Update Recpt./Dispatch/Order Trading Group When Invoice Trading Group is Changed

This parameter is used to determine whether trading group information of the order and dispatch/receipt related to an invoice will be updated accordingly, when the Trading Group selected in the relevant sales or purchase invoice is changed. Contains two options:

• No
• Yes
  
  
  "No" option is default. When "Yes" is selected, in case of changing invoice's trading group, the trading group info of dispatch/receipt and order slip belonging to invoice is also updated.

Select An Operation for Payment Transactions Generated by User When Invoice/Order Amount Is Changed

You can perform any of the operations listed below for payment transactions generated by the user when the amount of prepaid order or invoice that is generated previously is changed.

Regenerate: When order or invoice amount is changed, payment transactions generated previously are listed as a single line with the new amount.
Do not Change: When this option is selected, the user is warned with "Payments total should match with the transaction total," message in case order or invoice amount decreases. When amount increases, " Payments total cannot be less than transaction total," message appears. In both cases, user changes the payment plan manually and saves the relevant slip.
Distribute Amount Diff. To Lines: The difference incurred after the amount is changed is distributed equally to all lines in payment transactions window.
Add Amount Diff. To The First Line: The difference incurred after the amount is changed is added to the first line in payment transactions window.
Add Amount Diff. To The Last Line: The difference incurred after the amount is changed is added to the last line in payment transactions window.

Transactions To Be Applied Mixed Case Parting While Saving The Slip

This parameter is used to process the transactions of materials in mixed case lines and reflect the relevant quantities to the inventory in mixed case warehouse transfer operations and stock purchases of mixed case type. It has two options: Purchase Invoice and Warehouse Slip.

In accordance with your selection, when a material of Mixed Case type is selected in the Purchase Invoice and/or Warehouse Slip and the slip is saved, "Mixed Case Parting" transaction becomes active. Input From Production slip is generated automatically for the materials included in the mixed case, while Usage slip is generated for the mixed case. The relevant slips are accessed via the "Slips Generated By Mixed Case Parting" option located in F9/right mouse button menu of Purchase Invoice and/or Warehouse Slip. If the purchase invoice and/or the warehouse slip is cancelled or returned, the relevant material slips are deleted.

Note: Mixed Case Parting transaction does not apply for the materials tracked by Serial/Lot and Location.