In order slips, each material or service order received from the customer is entered into separate lines.
The material and service information is also entered into the invoice lines. The line transactions are recorded by specifying the type. The information of the sold material or service is specified in the Code and Description fields. The materials and services are listed in both fields, and a record is selected. The Quantity, Unit and Unit Price fields are used to specify the quantity, sales unit and unit price of the material or service sold. In this way, the column amount is automatically calculated and transferred into the Amount field.
If a discount is applied as standard for the material or service sold, the discount rate is specified on "%" field.
VAT (%): If a discount rate is specified on the material, this value is transferred as default to "%" field. VAT (%) field displays VAT Rate recorded in the material as default.
VAT Included/Excluded: This field is used to specify the VAT status if the unit price includes or excludes the VAT. The totals are calculated according to the selection in this field.
The Transaction Aux. Code 1/2 fields are used to record the Aux. Codes of the transaction.
The Payment Method field is used to record the Payment Plan Code applied to the transaction in the line.
Reservation, Delivery Date and Status Info
The status and delivery date information of the orders in sales order slips is recorded in the relevant columns.
Reservation: It is the reservation of the material for the sales or production.The selection made on this field is important in terms of production and material tracking. If "Yes" is selected in the reservation field, the amount of the reserved material is indicated in the Reserved Quantity field in the order line. The amount of reserved material can be tracked in the Material Status window and in the Reserved Quantity field in material warehouse totals.
Status: The field used to specify the status of the sales order. The field contains the options Undelivered and Closed. The orders can be partially delivered. After each delivery, the quantity of delivered materials is deducted from the order slip and the undelivered quantity is calculated. In certain cases, the remaining part after the delivery is not tracked.
For example, if the remaining 10 pieces are not required to be kept in the system as undelivered quantity when 90 pieces are delivered for an order of 100 materials, Closed option is checked in the Status field. Otherwise, the status of the order line will be Undelivered until the undelivered quantity is shipped. When the whole order is delivered, the status becomes Closed automatically. The condition is specified in the reports using the Delivery Status filter to report the delivered and undelivered quantities of the orders separately.
To make all transactions in multi-line orders the same status as "Closed", the option "Close Batch Status" in the order lines F9 / right mouse button menu is used.
Delivery Date: The delivery date of the sales order. The delivery date is automatically displayed according to the selection made in the material. The user can enter data into this field. The delivery date is used as a filter in the reports.
If the delivery time is not specified in the material, the delivery date default in the order slip is specified in the "In Case of Delivery Time Not Specified" line of the Sales and Distribution Parameters located in the Definitions menu of the Administration section. This line has the following options:
- Slip Date Will Be Default
- Date Will Be Left Empty
When "Slip Date Will Be Default" is selected, the date of the order slip is transferred into the delivery date field. When "Date Will Be Left Empty" is selected, the delivery date is displayed as an empty field, and the date can be entered by the user.
Delivery Time Control
The sales order slip can be checked according to the delivery time specified in the material, and transaction recording can be blocked when a delivery date out of this time is entered. To do so, the Delivery Time Control parameter of the Sales and Distribution Parameters located in the Definitions menu of the Administration section is used. This parameter includes the following options Will Be Done and Will Not Be Done. When "Will Be Done" is selected, the delivery date is calculated by processing the delivery time specified in the material and the slip date. When a delivery date other than these dates is entered, the slip is not recorded.