Enter and edit document header

Choosing the Customer/Supplier on the sale/purchase documents in the header of the Sales order/Purchase order and inferiors documents sets the Type of tax, Cost centre, Contract code and other fields as selected customer (if the card Suppl./Cust.are not empty).

For the Type of tax applies:

• If is filled on the card Suppl./Cust. field Sale/purchase documents- Type of tax, tax type from the card Suppl./Cust has precedence over the Tax type in the Book of sale/purchase.
• If you change Customer/Supplier on the advance, Type of tax fill depending on the parameter Tax type for advance from sales orders in the Book sales / Tax type for advance from purchase orders in the Book purchase:
  • On - for advance a type of tax from card Suppl./Cust. precedence over Tax type for advance in the Book Sales
  • Off - change the Customer / Supplier does not affect the type of tax advances.

When you try to create a document on an invalid supplier/customer, the system asks if you really want to use invalid supplier/customer. After confirm Yes the selected record will be achieved.

When is changed the value in the fields that are also in documents items (e.g.. Cost centre, Contract code, Officer ...), you can transfer this value change in items. When confirming the selection of a new value it displays query on the transfer of value to the items. In case of an affirmative answer is changed the field in all document items (while respecting the rights and the availability of fields).

When is in Clients parameters activated choice Update VAT rate acc. to article card, than when you change the data in the document header purchase / sale will check if there are any items of evidence of the current VAT rate to date. If not, you will be asked: "Would you like to change VAT rates on the items acc. date...?" After query accept is updated VAT rate and VAT amount and Gross on all inferior documents Sales order/Purchase order. The check is performed on the documents:

• sales order, order confirmation, delivery note or delivery confirmation - after change Delivery date,
• order purchase - after change date Desired dely,
• invoice out, invoice in - after change Ac. transact. date.