Card - Edition of a document's definition

The card Edition of a document's definition allows you for entering changes, for example in the range of:

• a type of page numbering of documents (annual, monthly, daily),
• an option of documents' numbering, (e.g. different in each warehouse, different for each batch),
• formatting of documents' numbering.

Type of numeration:

• annual - within one year, numbers of documents will have to be unique,
• monthly - numbers of documents unique within a month. In the field „Format of a number” there has to be entered „code” of month; %M or %m.
• daily - numbers of documents unique within a day. In the field „Format of a number” there has to be entered a „code” of day; %D lub %d.

Options of numeration:

• autonumbering - numbers of documents will be assigned in an automatic way, od określonego w polu obok numeru początkowego
• different numeration in every warehouse - after selecting this option in each warehouse, there have to be unique numbers of documents (within a specific type of numeration)
• different numeration for each batch - after selecting this option, numbers of documents have to be unique within a specific batch.
• default batch - after filling in this field, during creation of a document, the field Batch will be automatically filled in.

Format settings: Format of a number - the following „codes” are used

%S - signature (e.g. Invoice , Goods received note , Order from a receiver )
%W - warehouse, signature of a warehouse, where the document was issued
%N - number of a document
%D - „code” of the day, when the document was issued
%M - „code” of the month, when the document was issued
%Y - „code” of the year, when the document was issued

By clicking on the button Test, you will see a preview of the document's numeration, with implemented settings.

In this tab, depending on a document, the following options can be found:

Registry of Contractors:

• Second contractor - during creation/edition of a document it is possible to define the second contractor.
• The choice of a contractor from the list before issuing a document - after choosing this option, during creating a document, a list of contractors will displayed, from which you can make a choice. If this will not be selected, the choice of contractor will be made in the window of creation/edition of a new document.
• Labels - labels of contractors (e.g. Ordering party, Receiver, etc.)
• Handling of sales prices.

Settings of assortment's reservation (this option is available for documents - Orders from recipients and Reservation for production)

• Automatic reservation by default - after selecting this option, an automatic reservation of demand is activated resulting from orders to recipients. An automatic reservation of materials needed for production is made.
• Partial reservation - if a document allows for a partial reservation, it is possible to issue this document at any time, regardless of the available stock of this assortment.
• On-time reservation - if an option of on-time reservation is selected for documents of Reservation for production, then after the expiry date of reservation, all reservations on the specific document will be deleted.

Attention: Transfers made by release documents for workers automatically reserve materials for a specific commission. There is no need to select an automatic reservation on the document of Reservation for production. More information about reservation you can find here.

Handling of sales prices

• Never (only the quantity) - a document will constitute only a quantity specification, without a choice of the price/price list,
• Possible as an option - the quantity specification will be possible as one of the options to choose from, in the field Price list],
• Required prices - the quantity specification will not be available,
• Registry of a document in the module „Accounts” - all non-cash transactions go to the module Finances. If this option is not selected, the only possible way of payment will be in cash.
• Registry of payment in the module „Finances” - in case of selecting this option, during confirmation of the document, it will be accounted for. A related with it Cash register receipt/disbursement document will be located in the module Finances.
• Possibility of prices in foreign currency - after selecting this option, in the window of creation/edition of a document, the fields related to the currency will be available, according to which a document will be issued. Otherwise, there will be no possibility of issuing a document in foreign currencies.
• Register a production week and an Assortment involved in the transport planning (only for the Order from a receiver). If these options are selected, in the window of creation/edition of the Order from a recipient the fields of production week and route will appear.

Correction

• A type of document's correction that should be assigned to the edited type of document.

• Lack of record - a field „Foreign number” will not be available
• Document not required - the field „Foreign number” will be available but its filling in will not be required,
• Document required, repetitions are allowable - the field „Foreign number” will be available, its filling in will be required, but the number does not have to be unique.
• Required and unique document according to a contractor - available field, filling in is required, a unique number according to the contractor.
• Required and unique document - available field, filling in is required, a unique number.

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