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 purchase 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.
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 Purchasing section. The fields and functions of the slip line are:
Type: Indicates the line type. The type lines are:
- 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: 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:
- Defined Price
- Average Price
- Last Purchase/Sales Price
- Average of on Hand
- Average of Inputs
- Periodic Average
- LIFO Cost
- FIFO Cost
- Physical Cost
- Predefined Unit Prices
- Last Purchase/Sales Proposal Price
One of the User Defined Purchase price and Last Purchase Prices options can be selected in the service lines.
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.
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.
F. Currency: 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.
%: 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.C.
VAT (I/E): Indicates if VAT is included or excluded to the material processed in the line.
VAT Amount: The VAT amount of the material or service 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 the 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 purchase 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 No: 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 Purchased 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 Receipts are transferred into the invoice, the Payment Plan Code specified in the Order Slip or Receipt 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.
Planning: Indicates if the transaction in line is included to planning or not.
Project Code: The project code of the transaction in the line. Defined projects are listed, and the appropriate definition is selected.
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.
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 Purchasing Parameters located under the Definitions menu of the Administration section, information can be entered into this field.
Return Info: The Return Type, Return Transaction, Return Cost in F.C. and Return Cost fields are available only in Return Dispatches/Receipts and Invoices. The return cost of a returned material is specified with the selection made in the return type field. The return type column contains the Return Cost, Cost of Input/Output and Current Cost options.
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 method specified in the Material Management Parameters of the Administration section is transferred into the Return Transaction field.
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.)