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Sales Expenses option is used to record common expenses during sales transactions. This option is located under the Definitions menu of the Sales Management module.
In Expense form, you define the conditions and methods of expenses that you will apply in the lines of sales orders, sales dispatches, sales invoices or slip totals. Defined expenses are used to enter the formula used in applied expense calculation and the expense application rules into the program. In this way, if the same expenses are applied to each sales transaction due to a contract with a customer, such standard expenses will be applied automatically.
Expenses that are related to lines in slips and invoices are entered right under the relevant line, while expenses that are related the slip total are entered in the section that is separated by double lines.
You can define a new sales expense record or modify the existing definitions by using the options in Sales Expenses browser, Attached Records menu, Info menu and right click menu options.
New | Used to record a new expense record. | |
Update | Used to modify sales expense information. | |
Delete | Used to delete expense records one by one or in batches. | |
View | Used to view sales expense information. | |
Copy | Used to copy definition information. |
Change Status | Used to modify the status of sales expenses. The options are Active and Passive. Passive cards are not used in slips and invoices. | |
Attached Records |
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G/L Accounts (Main Chart of Accounts) | Used to record accounts to be used to track sales expense transactions in G/L according to the main chart of accounts. |
G/L Accounts Second Chart of Accounts) | Used to record accounts to be used to track sales expense transactions in G/L according to the second chart of accounts. |
G/L Accounts (Third Chart of Accounts) | Used to record accounts to be used to track sales expense transactions in G/L according to the third chart of accounts. | |
Info |
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Record Information | Displays the time and the user of the first registry and the last modification of the record. |
Record History | Used to list recording history by some info such as user, company, date, etc. |
Refresh | Used to refresh the sales expenses list. | |
Preferences |
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Line Colouring | Used to colour the lines of sales expenses list according to the specified criteria. |
Back to Defaults | Used to return the window dimensions into the application default. |
Save Settings | Used to save sales expenses list settings. |
Save General Settings | Used to save general settings. |
Number of Records | Lists the number of recorded sales expenses. | |
Reporting |
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List Report | Used to report the records of sales expenses list collectively. |
Grouped List Report | Used to list the sales expense records by grouping them according to column headings. | |
Selection |
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Select All | Used to select all records in sales expense list. |
Clear All Selections | Used to clear all selections. |
Toggle Selection | Used to toggle the selections in list. |
Table Characteristics | Displays table characteristics. |