Purchase Indent Slip

 
Purchase indents are records used to collect purchase demands to be sent to suppliers. Materials or services to be purchased can be entered directly through purchase indents, or a link is established with purchase demand records and these demands are transferred into purchase indents. "New" button located in the Purchase Indents List is used to generate a new purchase indent.
 
The information for the indent slip which collects purchasing needs is recorded on the fields of the General and Detail tabs and using the right mouse button menu options.

Slip General Info
 
Fields at the header section of the purchase indent slip are used to record slip bottom information. The lines are used to record the materials and services to be purchased. The Currency Type field is used to specify the currency types to be used in Slip Bottom and slip lines. The Totals field displays the totals resulting from the information recorded on slip lines.
 
The following information is recorded on the Slip General Info section:
Slip Number: The record and tracking number of the purchase indent. The slips are sorted by their numbers. The Slip Number field is mandatory. Slips can not be recorded without entering slip number.
Date: The record date of the purchase indent. The system date comes into field as default. This data can be changed if necessary. Slips are sorted by date. The Slip date field is mandatory.
Time: The record time of the purchase indent. The system time comes into field as default. This data can be changed if necessary.
Document Number: The document number of the purchase indent slip. Slips are not sorted by document number. Therefore, more than one slip may have the same document number.
Approval Information: Displays the approval status of the Purchase Indent slip. Slip approval status changes are performed on the slip or using the Approval Info option located in the F9/right mouse button menu on the purchase indents list. When the purchase indent is recorded for the first time, the status will be "Waiting Approval".
Aux. Code: A secondary code field used to classify slips. Contains 10 characters. The Aux. Code is used to classify slips by company specific criteria. The user can use this field to record any necessary information that is not included in the slip.
Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on job definitions. A planning process must be performed for detailed authorization definitions. First, slips to be accessed or processed by each user or user group should be specified. Then, separate authorization codes are assigned to slip groups accessible by each authorization group. Slip based encryption can be performed by authorization code. In this way, only the users who log in with the specified authorization code can access and process the slips.
Project Code: The project code of the slip. Recorded project cards are listed and the related definition is selected. Project information is entered on all transactions on the Business Automation System side in Unity2 to create project-based reports and accounting integration. Transactions recorded with GL accounts can be associated to more than one overhead pool. For instance, batch purchases may fulfill the needs of different departments within the company.
In such cases, the distribution method for overhead pools is recorded along with project definitions.
Projects are defined using the Project Cards option in the G/L section.
Division: A unit that is connected to the headquarters of a company or organization, and that manages its own commercial transactions independently. This field is used to associate the transaction with one of the defined divisions of the company.
Department: Activities or activity groups within an organization that are independent from each other in terms of organization and accounting. This field is used to associate the transaction with one of the defined departments of the company.
Plant: This field is used to associate the transaction with one of the defined plants of the company.
Warehouse: The locations that are used to store the company's goods or used for other purposes (such as scrap or production) are called warehouses. Warehouses are specified in connection with the Company or Division definitions. This field is used to display the warehouse in which the transaction is performed.
The following information is recorded on the slip lines:
Type: Indicates the line type.
Material /Service Code: The code of the material or service processed on the line. 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: This column is used to indicate the number of unit inputs and outputs from the related material or service.
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.
Estimated Price: Indicates the estimated unit price of the demanded material.
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: The unit price of the material or service. The unit price is entered into this field. The unit price options are listed by clicking on 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.
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.
Estimated Amount: The amount of the transaction. This value is automatically calculated and transferred into the field by the application using the Quantity and the estimated 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.
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.
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.
Delivery Code: It refers to the delivery code of the material. When a proposal or order is generated over the purchase indent, this delivery code is transferred to the relevant field automatically.