Académique Documents
Professionnel Documents
Culture Documents
** DOCUMENT HANDLING
- GENERAL INFO, HEADER, FOOTER, AMT OF DOC
- FORM SETTINGS - DOCUMENT - defines default values
- ROW FORMAT - double click the item num
- TABLE FORMAT -
- form settings - when you double click it automatically rearranges the fields.
(alphabetical) Click set default to go back
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** PURCHASING
- FLOW in purchasing:
1 purchasing order -- 2 goods receipt po -- 3 ap invoice
- PURCHASE ORDER - upon creating PO, ordered column is increasing. EX
- GOODS RECEIPT
- AP RESERVE INVOICE
1 purchase order -- 2 AP Reserve Invoice -- 3 Goods Receipt PO
- Create another sample PURCHASE ORDER, then select ADD. select COPY TO
button(lower right corner) select AP reserve invoice
- NO Effect on inventory bec its AP invoice only
- NOTE: After adding AP invoice, the status of PO will be closed. GRPO will also
be closed.
- Use AP RI only if user requires payment first before delivery. APINVOICE is
for the first step.
- YOu cannot open AP Invoice num in APRI
- to create credit memo, open ap invoice, copy to crecit memo. Modify num of
items to be paid. After selecting ok, it will be deducted from API
** GOODS RETURNS
- PO -- GRPO -- GOODS RETURNS
** SPLIT PO
- used when warehouse is from 2 diff locations. Do this by selectng SPLIT PO
from logistics tab
- Create a PO, 1 ITEM under whse1 and 1 item to whse 2
- Go to logistics stab, select SPLIT PO. then select add.
- What happens is there will be 2 indiv PO created.
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** PERIOD AND VOLUME DISCOUNTS
- INVENTORY - PRICE LISTS - PERIOD AND VOLUME DISCOUNTS
- select a price list. double click line num to select an item.
- pecify date from and to