The Purchase Conditions (Slip Lines) and Purchase Conditions (Slip Bottom) options are located in the Main Records menu of the Purchasing section. In purchase transactions, the defined discounts, surcharges and promotions to be applied to slip lines and slip bottom are applied in batches. Once the purchase conditions are defined, they can be used for every transaction. By specifying the purchase and sales conditions and applying them to slips or invoices, possible errors can be reduced to minimum.
Definitions required to link the defined discounts, promotions and surcharges to the slip lines or slip bottom of Material Slip, Invoice or Order documents automatically under certain conditions, are specified using the purchase conditions option. The definitions are applied by selecting the purchase conditions option located in the F9 key or right mouse button menu while the slip or invoice is open. The condition definitions are entered into the table. Each discount to be applied, the materials and AR/AP to which the surcharge or promotion will be applied, the date range in which the conditions will be valid, and the application priority of discounts or surcharges are recorded in the relevant columns of the table.
The conditions to be applied to Slip Line (Purchase Transactions) and to the Slip Bottom (Purchase Slips) are separately specified. The following information is recorded on the Purchase Conditions table.
Type: Indicates the purchase condition type. The selection is made by clicking on "..." icon.
Code: The definition code of the Discount, Surcharge or Promotion. The discount, surcharge and promotion definitions are recorded using the Purchase Discounts, Purchase Surcharges and Purchase Promotions menu options located in the Main Records menu of the Purchasing section.
Description: The name or description of the purchase condition.
Priority: Indicates the application order of the Discount, Surcharge or Promotion definitions. More than one discount, surcharge or promotion can be applied to the slip line or slip bottom. Each discount, surcharge or promotion specified on the condition table is applied to the amount remaining from the previous application. Therefore, the priority specified during condition definition is important. The conditions are applied according to the priority assigned during definition. The priority is specified using numbers.
Conditions applied to the slip bottom and the slip line are located under the line they are applied to according to the priority or in the section separated with a horizontal line.
Start / End: The start and end columns are used to record the date range in which the conditions will be applied to the slip bottom or the slip lines. The defined conditions are applied to the transactions performed between these dates.
Type: The field used to specify the record type to which the condition will be applied. The type field contains Material and Service options.
Material (Class) / Service Codes: The material or service code to which the conditions will be applied.
AR/AP: The column used to specify the AR/AP to which the condition defined for the slip bottom or the slip line will be applied. Various methods are used to specify the AR/AP.
Payment Type: The field used to specify the payment methods to which the conditions will be applied. The conditions to be applied to the slip bottom or the slip line may vary depending on the payment methods. Various methods are used to specify the payment methods.
In Use: Indicates whether or not the purchase conditions are used. Conditions defined for the material or service in the slip bottom or line may not be applied to transactions within certain periods. The field contains Included and Excluded options.
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