WAREHOUSE MODULE - FAQ

++++How to insert purchase invoices for services or the assortment not related to the production?| In case of the purchase of services or assortment, that should not increase the inventory balance (e.g. petrol invoices, telecommunication services), it is possible to insert the purchase invoice without subtracting this assortment on the generated document of received goods:

• In the event the purchase invoice has to be inserted, where there are only items that generate costs but are not received by the warehouse, a document of received goods should not be generated.
• In the event that there is an assortment of different type on the invoice (the one that consists only of the costs as well as the one that should be received by the warehouse), then during a generation of the received goods document, the items of assortment that do not constitute services are not transferred into the received goods note. After placing the document to the draft, you can edit or delete the assortment, that should not be included in the warehouse. (e.g. petrol).
  

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++++I can not receive or/and issue the assortment| Check an option „Inactive” on the assortment's card. The assortment selected as inactive will not be visible on the lists of inventory balances.
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++++ I inserted an incorrect purchase price onto the goods received note|

• If the purchase price is not related to the goods received note, then you can edit the document's position by using the tab Specification and change the purchase price under condition that the document does not come from the valuation period.
• If the purchase invoice was inserted to the received goods document, then the purchase invoice should be restored to the draft, appropriate changes should be made (in the scope of prices). Then, the purchase invoice should be confirmed. This cycle is possible, if the documents come from the period that was not under valuation.
• If the accounting period was closed, to which the documents are related, you should insert the price correction of the purchase invoice.

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++++If the storeman uses the scanner that automatically creates documents, the goods issued note is made with the price list „specification of products”. How to make a default goods issued note with the price list called „EURO”?|

• in the Index cards/Configuration/Documents you should edit a type of the goods issued note - in the options tab select 'Required prices' (the change will affect all the goods issued notes).
• type of the price list that will appear on the generated document. It will depend on the default price list of a contractor, for whom goods issued note is created. The edition of the default price list can be made from the contractor's card level (CRM/Contractors/trade data tab).
  

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++++How to issue a quantity correction of the purchase invoice?| In order to issue a a quantity correction of the purchase invoice you have to make correction of quantity on the goods received note. Appropriate correction of the purchase invoice will be generated automatically. For this purpose:

1. In the module Warehouse choose Purchases,
2. Select the purchase document for which you want to make the correction of the quantity received in the warehouse,
3. Go to the tab Related documents and check the number of the goods received note,
4. In the module Warehouse choose Deliveries,
5. Select a delivery document related to the invoice, to which you want to issue a correction,
6. Click on Correction,
7. Confirm the header of a return to supplier note,
8. Specify the returning quantity and confirm the document,
9. In the module Warehouse choose Purchases and confirm the automatically generated correction of the purchase invoice.
   

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++++ How to make a correction of price and quantity for the purchase invoice?| In order to issue this type of correction you have to make a quantity correction on the goods received note, and then a price correction of the purchase invoice.

In order to correct the quantity on the goods received note:

1. In the module Warehouse choose Purchases,
2. select a document for which you want to make correction of the quantity received to the warehouse,
3. Go to the tab Related documents and check the number of the goods received note,
4. In the module Warehouse choose Deliveries,
5. Select a delivery document related to the invoice, which has to be corrected,
6. Click on Correction,
7. Confirm the header of a return to supplier note,
8. Specify the returning quantity and confirm the document,
9. In the module Warehouse choose Purchases and confirm the automatically generated correction of the purchase invoice.

In order to correct the price on the purchase invoice:

1. In the module Warehouse choose Purchases,
2. Select a purchase invoice for which you want to make correction,
3. Click on Correction, Price/discount correction\\,
4. Confirm the header of the purchase invoice correction - if in the system configuration (Index cards/Configuration/Documents) the optionRequired and unique document related to the contractor is activated, the program will inform you that a Foreign document field should have a unique value. The massage will be displayed on the grounds of the previously made correction of the quantity on the document of the received goods. For this document, a corrective invoice was automatically generated. After adding even one character, a document can be confirmed.

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++++Why a sale price on the internal release document is different from the one in the assortment's index card (Trade tab) and the one from the global settings?| The value in a trade tab is the basis purchase price and usually it is the purchase price of the last batch, not the sale price. More information on this topic you can find here. The sale price that is visible in the specification of the goods issued document relates only to the documents of the external release. In case of the internal release document, the price is not defined. On the basis of this document, issuing of the sale document is impossible.

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++++ Why in the specification of the Purchase Invoice there is a different value than on the document?| In the specification of the generated document, the VAT rate and the gross value are described for every position. After that, in the summary you can find the sum of all the values.

On the document, according to the rules. there is a chart of VAT rates. For every rate the sum of net values for assortments is calculated. Next, for every sum, according to particular rates, the VAT value and the gross value are set.

Another way of calculations and the occurrence of round-off numbers can cause a disparity of values between the specification and the document. You should not look at the summary of specification - for the system, a chart of VAT rates and a value of a document are significant.

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