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. As many sales transactions as requested can be saved in the slip, dispatch/receipt or invoice.
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.
Multiple Material Selection in Order, Dispatch and Invoices
In sales orders, dispatches and in invoices, you can transfer more than one material to slips at one go. To do this, the materials to be transferred to slip are marked in materials browser and by "select" option all the marked materials are transferred to slips as a separate line.
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. In addition to the lines displayed on the screen, the material/service line information can also be entered using the option located in the Operations menu of the Sales and Distribution section. The fields and functions of the slip line are as follows:
Type: Indicates the line type. The type lines are as follows:
- Material (Commercial Good, Raw Material, Semi Finished Good, Finished Good, Consumer Good)
- Material Class
- Mixed Case
- Deposit (Not used in order slips)
- Service
- Subcontracting (Used in service invoices)
- Fixed Asset
- Optional Material (Not used in order slips)
- Discount
- Surcharge
- Promotion
Code: The code of the material or service processed in the line. The LOGO application supports the use of barcodes in material input and output transactions. If barcodes are used, the material selection can be made using a barcode reader.
Description 1-2: The description of the material or service processed in the line. When the code field is filled in, the description of the material or service is automatically displayed on this field.
Variant Code/Description: The code/description of the material variant processed in the line. (This field is editable when the processed material is configurable)
When multiple configurable materials are selected in slip or invoice, user will be warned about the lines for which a variant is not selected while saving the slip, in case there are lines of which variant code is not specified. These lines are listed in green in slip or invoice. A new window opens, and materials of which variant codes are not specified are listed here. When clicked on Save Slip button, these lines are deleted and slip is saved.
Quantity: This column is used to indicate the number of unit inputs and outputs from the relevant material or service. If the barcode reader is used, the quantity field is automatically updated when a material barcode is read.
Undelivered Quantity: This field is available only on Order Slips. Displays the undelivered part of the quantity specified in the line.
Unit: This field is used to specify the unit to be used for material input or output transactions. The transactions related to the materials and services can be recorded using any of the units defined in the material or service records. The Main Unit specified in the record is transferred to the slip as default. A separate barcode can be defined for each Unit in the Materials. In this way, the unit selection is made by the application according to the number received by the barcode reader.
Unit Price: The unit price of the material or service. The available unit price options are listed by clicking on "..." icon. The list options are:
- User Defined Purchase Price
- User Defined Sales Price
- Average Price
- Last Purchase
- Last Sales Price
- Average of on hand
- Average of Inputs
- Periodical Average
- LIFO Cost
- FIFO Cost
- Physical Cost
- Predefined Unit Prices
- Last Purchase/Sales Proposal Price
Unit price options include options for calculating methods according to the cost methods depending on the selection made on the "Limit Stock Cost Method" parameter. If "Yes" is selected in the "Limit Stock Cost Method Usage" parameter in Material Management Parameters, only the cost method used by the company is included in unit price options. If No is selected, all cost methods will be listed as unit price options.
Note: In System Administration program section when "Select Unit Price From List Only" option, which is located under General Definitions of Rights For Program Functions, is checked for a user apart from administrator, related user cannot define a price manually in unit price fields of slips and invoices except for Defined Unit Prices.
User Defined Sales price or Last Sales Prices option can be selected in the Service lines.
F. Currency Type: This field is used to specify the currency if the transactions in the slip or invoice line are recorded and billed using a different currency than the local currency. The currency type to be applied to the lines is specified in the Currency Type field.
Unit Price in F. Currency: The unit price in foreign currency of the material or service. The unit price in the selected currency is recorded in the Currency type field.
Discount %: Indicates the discount percentage to be applied to the material in line.
VAT (%): VAT rate defined in the material or service. VAT rate specified in the record is automatically displayed in this field.
Amount: The amount of the transaction. This value is automatically calculated and transferred into the field by the application using the quantity and the unit price.
Amount in F.Currency: The amount of the transaction. This value is automatically calculated and transferred into the field by the application using the quantity and the unit price in F. Currency.
VAT Amount: The VAT amount of the material or service processed in the line.
VAT (I/E): Indicates if VAT is included or excluded to the material processed in the line.
Reserved: A field located in the Order Slip. Indicates whether or not the ordered quantity will be reserved.
Status: A field located in the Order Slip. This field is used to specify the status information of a purchase or sales order. The field contains Undelivered and Closed options.
Inspection Result: This box is checked if the data resulting from the inspection complies with specific quality criteria.
Transaction Aux. Code 1/2: Used to group the slip lines, filter a group of information during report generation, and to display the totals of the grouped information. These fields are also used as filters for order transaction transfers and can be used to record any necessary information that is not included in the slip.
Attention: The transaction aux. code in the line 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 sales transactions.
In the LOGO application, filtering can be done by transaction aux. code information in all slip reports. However, the slips cannot be sorted by transaction aux. code.
Delivery Code: The code of the material delivery method.
Delivery Date: Indicates the delivery date of the material.
Fixed Asset Record: If the transaction in the line is linked to Fixed Asset records, this field is used to display the fixed asset record information.
Tracking Number: The field used to enter the tracking number for the transaction in the line.
Order Slip Number: Displays the order slip number when an order is transferred into a dispatch or invoice.
Order Date: Displays the Order Slip date when an order is transferred into a dispatch or invoice.
Payment Type: The payment type applied to the transaction in the line. If a payment plan code is specified in the services sold or material, the payment plan code is transferred as default into the field when the material or service is selected. This can be changed if a different plan will be applied.
If the slip or invoice includes more than one material or service line, the payment plan to be applied for each material or service is recorded in the relevant line.
When the Order Slip and Dispatches are transferred into the invoice, the payment plan code specified in the Order Slip or Dispatch is transferred into the Payment Type field of the invoice line.
Each line with a payment plan code is divided according to the payment plan, and included in the Debit Tracking system. If a payment plan is applied to the line, the General Payment Plan does not affect the line. The general payment plan is applied to the empty lines in the slip or invoice.
Add. Tax Amount: If the material in the line is subject to Additional Tax, this field indicates the Additional Tax amount calculated according to the rate or amount specified in the add. tax definition.
Description: The description of the transaction in the line. This field can contain up to 30 alphanumeric characters.
Output Log Number: Used for tracking purpose for the output transactions that are not included to lot / serial tracking system.
Salesperson Code: Indicates the salesperson who performed the sales transaction.
Warehouse: Indicates the warehouse of the transaction in the line. When "Yes" is selected on Enable Warehouse Info Update on Slip Lines line of the Sales and Distribution Parameters located under the Definitions menu of the Administration section, information can be entered into this field.
Project Code: The project code of the transaction in the line. Defined projects are listed, and the appropriate definition is selected.
Return Info: The following fields are available only in Return Dispatches/Receipts and Invoices.
- Return Type
- Return Transaction
- Return Cost in F. Currency
- Return Cost
The return cost of a returned material is specified with the selection made in the return type field. The return type column contains the following options:
- Return Cost
- Cost of Input/Output
- Current Cost
When Return Cost is selected, the return cost is recorded by the user in the return cost field.
When Cost of Input/Output is selected, the return transaction is performed using the unit price of the selected material transaction. The Slip Number of the transaction and the number of lines in the slip are transferred into the return transaction field. The quantity of returned material is specified.
When Current Cost is selected, the current cost calculated according to the costing type specified in the Material Management Parameters of the Administration section is transferred into the return transaction field.
Reserved Date: It is material's reservation date. For reserved materials, it is the date info that will be used as a base in material totals table and reports; totals are updated according to this date. When the slip date is changed, user receives the "Reservation dates will be updated" warning and the reservation date is updated according to the slip date.
Deduction Numerator / Deduction Denominator: It gives the deduction rates which will apply for the transaction when a material or service to which deduction is applied, is selected in an Order, Dispatch/Receipt and Invoice line. Deduction rate default values comes from the material card selected in the line, and they can be changed if required. Different deduction rate can be defined for the sales and purchasing operations in material and service cards. (Note: This feature can be used by LEM users only.)