Information regarding materials/services proposed is recorded on the lines of the slip. The alternatives of the proposal are also entered on the same proposal slip.
The number of editable fields on this section is not fixed; the screen slides upwards as new information is entered. The lines of slips and invoices consist of two main panes. The upper pane contains material/service lines and the discount, surcharge and promotion lines to be applied to the transaction on the line. The section separated with a line is used to record discounts and surcharges 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 into the line reserved for that material/service.
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 mixed case types, the type field is used to specify that the transaction is deposited or a mixed case transaction. Afterwards, the transaction information is entered. The discount, surcharge 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, surcharge 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 mouse button menu.
The following information is recorded on each slip line:
Type: Indicates the line type.
Material /Service Code: The code of the material or service proposed. Recorded material/service definitions are listed and the related definition is selected.
Material /Service Description: The description of the material or service. When the Code field is entered in, the description of the material or service is automatically displayed on this field.
Variant Code/Description: The field used to select the material variant if the line transaction is performed for a variant material. The variant definitions for the material are listed by clicking on "..." icon on both fields, and a selection is made.
Quantity: The material/service quantity.
Unit: This field is used to specify the unit used for the input or output transaction. The transactions related to materials and services received are recorded using any of the units defined in the Material or Service records. The Main Unit specified on the card is transferred to the slip as default. A separate barcode can be defined for each Unit in the Materials. In this case, 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 unit price is entered into this field. The unit price options are listed by clicking List button. One of the defined price, average price, last purchase or sales price, last purchase/sales proposal price, average of on hand, average of inputs, periodic average, LIFO and FIFO cost value options can be selected for materials. For services received, the defined price and last purchase price can be selected.
Foreign 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. Currency types are listed, and the appropriate option is selected.
Unit Price in F.C: The unit price in foreign currency of the material or service. The unit price in the selected currency is recorded on the Currency type field.
Discount %: The discount percentage to be applied only to the material on the line.
VAT: The VAT rate defined on the Material or Service card. This number is transferred automatically.
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.C: 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.
VAT (I/E): Indicates whether or not the 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.
The VAT column contains Excluded and Included options. Excluded is selected as default in the application. Included is selected on this field if the unit price on the line is VAT included. Amounts of lines set as VAT included are listed on slip lists and extracts, and service and invoice reports with VAT amounts separated.
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. The user can use this field to record any necessary information that is not included in the slip.
The Aux. Code on the line is different from the Aux. Code located at the top of the slip. The Aux. Code located at the top is a code pertaining to the slip bottom, while the Aux. Code on the line is used to group 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: The delivery date of the material.
Payment Type: The payment type applied to the transaction on the line. If a payment plan code is specified in the received service or material definition, 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 order slips and dispatches are transferred into invoices, the Payment Plan Code specified on the order slip or dispatch is transferred into the Payment Method 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.
Description: The description of the transaction in the line. An alphanumeric field of 30 characters long.
Project Code: The project code related to the transaction on the line. Recorded project definitions are listed and the related project is selected.
Delivery Code: It refers to the delivery code of the material. When a contract or order is generated over the purchase proposal, this delivery code is transferred to the relevant field automatically.
Proposal Slip Currency and Total Information: This field is located at the bottom of the slip window and displays the total amount of the transaction lines entered on the slip. The currency type to be used in the slip bottom and lines is specified. Amount information is displayed on total surcharge, total discount, total VAT and slip net amount (VAT incl.) fields. The values on amount fields can not be changed directly by the user. These totals are automatically calculated by the application every time the slip lines are changed.
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