After completion of the input data in the title, changing to import items by clicking the button

/ Material commercial operations / Shipping and billing / Material commercial operations / Financial approvals in commercial operations 01/07/2013 Delivery and invoicing / Material commercial operations
Financial approvals in commercial operation financial documents are made when a customer buyer to be approved in the amount of money without products listed in the documents.
The use of these documents is multiple: approval because of this increased turnover, sales bonuses won approval due recognized mud-smashing goods approval because of defective or damaged goods, etc.
If desired, in the preparation of financial commercial duty can choose the rate of VAT, depending on the need, no tax, or any of the VAT rates. If you choose the tax rate will be calculated VAT and will be pozebno expressed in the document.
It is important to note that financial approvals be on time in commercial operations are documents that are expressed only in money, not quantity. But this does not mean that they automatically appear in accounting. You need to reenter (with option for reposting or manually) in financial order to appear on the card financial buyer.
Note: The financial obligations are "reverse" document approvals. Their preparation is exactly the same, only found in panel preparation of invoices .. Starting module for making the document
The list of documents is filtered so that first click on the tab of the target documents (1). Then, the range of possible types of documents is selected as "Financial approval" (2). The list is filtered out and show only made financial approvals (if made).
Clicking the "New Document" panel appears as an image. In the upper part of the panel (1, with yellow background), enter the basic information about the document (the fields marked with a red asterisk are required): Customer be on time buyer which relates approval Additional description of the buyer (not mandatory) Type Document: "Financial approval" Warehouse: In case of approval associated with a return / approval of a product, select the required warehouse, otherwise the warehouse Date Document Document number: can get automatically, click the "Assign number" or manually enter both fields - number be on time and serial number of the document. If the number is entered manually, it will be examined whether such a number already exists. If there is, you have to enter another
Finally, when will be entered necessary be on time parameters, click the "Create Document" (2) which passes the input elements of the document title. Alternatively, you can click on "Create Document -> Items", which goes directly to the import of items.
It is possible to enter notes and document (1): Internal note for internal use, or additional description that will be printed below the rates of the document. Have any of the comments will be printed or not, control by clicking on the icons with printers, placed to the right of the input fields.
After completion of the input data in the title, changing to import items by clicking the button "Insert items" (2), in the main menu at the top of the panel. Import items Choosing the type of record
In the upper right corner be on time of the panel to import be on time items select "product" with a code FO - Financial approval (1). Click on the order in the list, it moves to the right side of the panel, where entering other data (explained below).
In the right panel of the screen parameters are entered in the rate: Rate of VAT, which can be selected and 0%, which means that VAT will not be charged any value displayed on the document approval, expressed in EUR. This amount is net of VAT (if you have chosen a different rate of zero) values with VAT - gross value of the authorization. be on time If there is a sum then the net value will be automatically calculated be on time Note. She did not enter directly into the field, but by clicking the icon on the right of it (1)
By clicking the icon note, opens editorski panel for its imports (1). This editor is fed basis for financial document. Text can also be formatted using the buttons in the top ranks of the editor. Once you are finished, be on time click the red button be on time to sign H.
Document print by selecting from the drop down menu at the top of the screen. Although initially wrote "Do invoice", by clicking on the triangle after the text, open the context menu of the print Financial approval (1). Click on it.
The layout of the paper is the following. The business data for the buyer and company publisher deliberately blurred image to protect privacy. In reality, be on time they are printed be on time as selected in imports.
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