SALE MODULE - FAQ

++++How to add service to the invoice so it will not be seen on the WZ document |

• Service can be added on the order:
  1. to ZO document add ordered products,
  2. close New order position window,
  3. click on Add in the Order specification window and choose commercial assortment
  4. find and add service to specification
  5. issue purchase invoice for the order
  6. after accepting, WZ document will be generated (in his specification the service will be visible, while on the printout it will not, unless the function „Services included to the value of issue ducuments and visible on ptintout” is enabled (Files/Configuration/Global settings).
• Service can be included on the invoice by:
  1. select ZO document for which you want to issue the invoice
  2. go to Related documents tab
  3. edit purchase document by ckicking on Edit
  4. Accept header of edited document
  5. on document specification click Add
  6. find and add service to specification
  7. after accepting, WZ document will be generated (in his specification the service will be visible, while on the printout it will not, unless the function „Services included to the value of issue ducuments and visible on ptintout” is enabled (Files/Configuration/Global settings).

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++++By issuing the invoice to WZ, prices beeing included on the order will not be visible on the invoice | In order to rewrite prices on WZ/FA document following conditions have to be made:

• groupe of products, for which the product belongs has defalut batch size set on 1;
• groupe of products, for which the product belongs has control of batch conformity enabled;
• for WZ documents, in his definition Purchase prise required is enabled;
• issued WZ/FA document has the same price-list as the Order document; If document is created automatically, price-list is downloaded from contractor.

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++++ While entering the prices to the assortment, we have for egzample price for one piece of merchandise set on 0,045pln, the program rounds up to 0,05 by itself which will later results in an error on WZ and on the invoice. Where can I turn rounding function off and determine the number of decimal places for the price of goods?| Regulations require for the prices to be rounded to two decimal places. The solution in the presented case is to define the auxiliary unit of measurement eg 10 pieces pack and use it for release. This solution will give the price for the package and as a result there will be no rounding.

If you are using pricing assortment, in the editing window price of a given product according to (selected pricing) should be changed for 0.0001 rounding example. ++++

++++ How can you choose bank account number in generated sale document.| Invoices marked FE are intra-community delievery invoices and should have bank account number placed for payment in EUR e.g. PLxx xxxx xxxx xxxx xxxx xxxx xxxx SWIFT: XXXXXXXX Invoices marked FV are invoices issued for polish buyers and should have bank account number placed for payment in PLN e.g. xx xxxx xxxx xxxx xxxx xxxx xxxx

This can be prepare two separate printout templates:

• first for payment in EUR
• second for payment in PLN

However, when printing you must be sure to select the correct template.

In order to prepare the template you have to:

• previously used template save the under a new name(Save as)
• edit the sellers data by removing the fragment [_firma.„BANK_NR_RACHUNKU”] and on its place write PLxx xxxx xxxx xxxx xxxx xxxx xxxx SWIFT: XXXXXXXX
• save changes made on the template
• prepare second template in similar way

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