Page History
You enter general slip information in the fields available in the upper section of the Order tab in Purchase Order window. General information refers to information that is common to all services or materials within the slip. For example, slip number, slip date, document number, AR/AP code, division and warehouses do not vary depending on material or service transactions.
Heading Info
No: The tracking number of the slip. Alphanumeric characters can be used to enter the employee number. The slips are sorted by their numbers. This field is mandatory.
Date: The date of transaction. This field is mandatory.
Time: Indicates the time in which the transaction is recorded.
Auxiliary 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.
Document No: 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.
Contract Number: The contract number of the transaction. If the order has an contract connection, the purchase contracts list is accessed, and a selection is made.
Prepayment: This option must be checked in order to relate payment plan to the order slips and generate payment plans for the order. Prepayment default value is specified in System Settings module > Sales Management Default Values and Parameters.
Organizational Unit: Indicates the organizational unit of the transaction. This field is used to associate the purchase order with one of the defined org. unit 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 specify the warehouse of the slip or invoice.
Warehouse can be entered either for the slip bottom or for the transaction on the line. In this way, transactions of the same AR/AP with different warehouses can be recorded on a single slip.
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.
AR/AP Code: The AR/AP code of the transaction.
AR/AP Title: The AR/AP title of the transaction.
Trading Group: The trading group code related to the slip. 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.
Payment Plan: 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.
Purchase Employee Code: The code of the purchasing employee performing the transaction. The related employee is selected from the employee cards list.
Association Code: If the AR/AP of the slip belongs to an association, the related association is automatically displayed in the field. If the AR/AP belongs to more than one association, the first defined association code is displayed in the field. When the association code is changed, the unit prices of the slip lines are updated.
Line Information in Purchasing Management Slips and Invoices
The number of editable fields on this section is not fixed; the screen slides upwards as new information is entered. The lines in slips and invoices consist of two main panes. The upper pane contains material/service lines and the discount, expense and promotion lines to be applied to the transaction on the line. The section separated with a line is used to record promotions, discounts and expenses to be applied to slip bottom.
The transactions of different material items can be recorded on the same slip. To do so, the transaction information required to record each material/service item (such as material/service code, quantity, unit, price, etc) is entered in the line reserved for that material/service. In other words, a line is added to the slip for each material/service transaction. The lines where material/service transaction information is saved are called Material/Service Lines or Material/Service Transactions.
As many material/service lines as required can be added to material/service slips. When recording transactions related to materials of fixed asset, deposited or material set types, the type field is used to specify that the transaction is deposited, or a material set transaction. Afterwards, the transaction information is entered. The discount, expense and promotion transactions to be applied to the material/service on the line are recorded in the line under the relevant transaction, by selecting a transaction type (discount, expense or promotion) on the type field. In addition to the lines displayed on the screen, the Material/Service Line information can also be entered using the options of the right click menu. The following information is recorded on each slip line: