Purchase Expenses are used to record common expenses during purchase transactions. This option is located under the Definitions menu of the Purchasing management module.
The conditions to be applied for expenses to slip bottom or line transaction on purchase slips, receipts, and purchase invoices are recorded using the expense definition. Defined expenses are used to enter the formula used in applied expense calculation and the expense application rules into the program. In this way, if the same expenses are applied to each purchase transaction due to a contract with a supplier, such standard expenses will be applied automatically. In slips and invoices, expenses related to line transactions are recorded right under the related line, while expenses related to slip bottom are recorded on the section separated by double lines.
The buttons in Purchase Expenses browser, Attached Records, Info menu and right-click menu options are used to define expenses or to modify existing definitions.
| New | Used to record a new expense record. |
| Update | Used to modify purchase expense information. |
| Delete | Used to delete expense records one by one or in batches. |
| View | Used to view purchase expense information. |
| Copy | Used to copy definition information into a new card. |
Change Status | Used to modify the usage status of purchase expenses. This field has two options: Active and Passive | |
| Attached Records | |
|---|---|---|
G/L Accounts (Main Chart of Accounts) | Used to record accounts to be used to track purchase expense transactions in G/L according to the main chart of accounts. | |
G/L Accounts (Second Chart of Accounts) | Used to record accounts to be used to track purchase expense transactions in G/L according to the second chart of accounts. | |
G/L Accounts (Third Chart of Accounts) | Used to record accounts to be used to track purchase expense transactions in G/L according to the third chart of accounts. | |
| Info | |
Record Information | Displays the time and the user of the first registry and the last modification of the record. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the purchase expenses list. | |
Preferences | ||
Line Coloring | Used to color the lines of purchase expenses list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save purchase expenses list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded purchase expenses. | |
Reporting | ||
List Report | Used to report the records of purchase expenses list collectively. | |
Grouped List Report | Used to list the purchase expense records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in purchase expense list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the purchase expenses list and their order. | |
