Entering and Editing of Document Header

When selecting a Customer/Supplier on the documents of Purchase/Sale, a tax Type, Cost Centre, Contract Code and other fields of the selected customer will be set in the header of the Sales/Purchase Order and their subordinate documents (if the fields are not empty on the Suppl./Cust. card).

There are following conditions for Tax Type:

• If the Sales/Purchase Documents - Tax Type field is filled in on a Suppl./Cust. card, the tax type from the Suppl./Cust. card has priority over the Tax Type in the Book of Sale/Purchase.
• If the Customer/Supplier is changed on an Advance, the Tax Type is filled in based on the settings of the Tax Type for Advances from Sales Orders in Book of Purchase/Tax Type for Advances from Purchase Orders in the Book of Purchase:
  • On- the tax type from a Suppl./Cust. Card has priority on Advance over the Tax Type for Advances in the Book of Sale
  • Off- change of Customer/Supplier has no influence on the tax type for Advances.

When trying to create a document for an invalid Supplier/Customer, the system displays a query whether you really want to insert this invalid Supplier/Customer. After confirming with the button Yes, the selected record will be inserted.

When changing values in the fields that are also items in documents (e.g. Cost Centre, Contract Code, Officer, ...), this change of value may be transferred into items. When confirming the selection of new value, a query on transferring the value to items will appear. If you agree, the change of the given field will be made in all document items (while respecting the rights and accessibility of fields).

If the option Update VAT Rate According to Article Card is activated in the Client Parameters, then during the change of date in the header of a Purchase/Sale document, a check of whether the VAT rates are current to the date will be performed; if the rates are not current, a following query appears "Do you wish to change the VAT rate on items according to the date?" After approving the query, the VAT rate and VAT and Gross amounts will update on all subordinate documents of a Sales Order/Purchase Order. The check is performed on the following documents:

• Sales Order, Purchase Order, Delivery Note or Delivery Confirmation - after change of Delivery Date,
• Purchase Order - after change of Desired date,
• Invoice Out, Invoice In - after change of Account. Trans. Date.