The material/service info that will be obtained by sales contract is recorded through the lines on slip.
The lines consist of two sections separated with a line. The upper part of the line is used to record the Material and Service information and the Discount, Surcharge and Promotion information of the transaction in the line, while the discount, surcharge and promotion of the slip bottom are entered into the lower part.
The transactions of different materials and services can be recorded in the same slip lines. A separate line is added for each material and service transaction to be recorded in the slip. The lines where the transaction information is saved are called material/service line or material/service transaction. As many material/service lines as required can be added to a slip.
The discount, surcharge and promotion transactions to be applied to the material/service in the line are recorded in the line under the relevant transaction, by selecting a transaction type in the Type field.
The fields and functions of the slip line are as follows:
Type: This field is used to specify and record the information about the material and services sold, and the surcharges and promotions to be applied to the transaction in the line and the contract bottom. A separate line is present in this section for discounts.
Code and Description: The name or description of the material or service sold. The Materials and Services are listed in both fields, and a record is selected.
Variant Code/Description: The code or description of the material variant in case the processed material in line is configurable. The defined material variants are listed by clicking on "..." icon on both fields, and a selection is made.
Quantity: The quantity of the material sold.
Undelivered Quantity: The undelivered quantity.
Unit: Indicates the currency of the sales transaction.
Unit Price: The unit price of the material or service sold.
Unit Price in F.Currency: Indicates the unit price in foreign currency of the material or service. The unit price information is entered by processing the currency type specified in the Currency Type field.
Competitor Firm Price: It is the unit price info of the competitor firm for the material or service in related contract line.
Competitor Firm Price in F. Currency: It is the competitor firm's material / service unit price info in f. currency.
F.Currency Type: This field is used to specify the currency if the transactions in the contract line are recorded using a different currency than the local currency. The currency type to be applied to the lines is specified in the Currency Type field. The F. Currency Types are listed and the appropriate option is selected.
%: The discount percentage to be applied to the transaction.
VAT: VAT rate defined in the Material or Service. Automatically displayed in the field.
Amount: The amount of the transaction. This value is calculated by the application using the data specified in the Quantity and Unit Price fields, and transferred into the field.
Amount in F.Currency: The amount of the transaction. This value is calculated by the application using the data specified in the Quantity and Unit Price fields, and transferred into the field.
VAT (I/E): Indicates whether or not VAT amount is included in the unit price of the material or service processed in the line. Each line of the slip is processed separately. VAT column contains Excluded and Included options. Excluded is selected as default in the LOGO application.
Transaction Aux. Code: Used to group the slip lines, filter a group of information during report generation and to display the totals of the grouped information. This field can be used to record any necessary information that is not included in the slip.
Attention: The functions of the Transaction Aux. Code is different from the Aux. Code located at the top of the slip. The Aux. Code is a code pertaining to the slip bottom, while the Transaction Aux. Code can be used to group the transactions. Filtering can be done by Transaction Aux. Code information in all slip reports. However, the application does not sort the slips by Transaction Aux. Code.
Delivery Date: Indicates the material delivery date.
Payment Type: The payment type applied to the material in line. If a Payment Plan Code is specified in the service or material, the Payment Plan Code is transferred as default into the field when the material or service is selected. If a different plan will be used, the change can be made by clicking on "..." icon.
Project Code: The project code of the transaction in line. Defined projects are listed, and the appropriate definition is selected.
Description: The description of the line is entered into this field.
Delivery Code: It refers to the delivery code of the material. When an order is generated over the sales contract, this delivery code is transferred to the relevant field automatically.
The lower pane of the proposal slip displays the Currency Type and Reporting Currency fields, and the proposal amounts in local currency and reporting currency.