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In the Company field, select a customer, an individual or legal entity, for whom the invoice is created. Select it from the Companies list.
The Contract field is populated automatically with the default contract of the selected company. If necessary, you can select another contract or create a new one.
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In the Entity field, select the legal entity of your company which is responsible for sales. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.
The Basis field is filled automatically, if the customer order is based on a document of the following types: Lead, or Quotation. If needed, you can manually select the basis document from the list of customer documents (for this, click Show all from the drop-down list). Once the basis document is selected, the data is copied to this order. If, after you edited the order, you want to cancel the edits, click the Fill in button – the details from the basis document will be copied to the order.
The Project field is available if the Project Management functionality is turned on on the Administration > Settings > General Settings. You can link the customer order with a project from the list of available projects. If the items in this customer order are associated with different projects and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
In the Shipping Date field, select the planned date of shipping for this order. You can move the Shipping Date field from the Main tab as a column to a table on the Inventory and Services tab and specify different dates for different items, if necessary. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
In the Comment text box, you can enter any additional information about this order.
The currency of the customer order is defined according to the selected contract. To select other currency, select another contract, or create a new one, if necessary. To learn more about contracts, see Company Contracts.
Notice the hyperlink below the Basis field – AED Price with 10% Discount * VAT Applied Prices include VAT on the screenshot above (can be different in your document). By clicking the hyperlink, you can open the Prices and Currency dialog box and change the settings related to prices, discounts, and taxes applicable to the customer order. For more details, refer to The Prices and Currency dialog box.
| Note. If proper taxation option does not appear in the document, check that the VAT accounting functionality is turned on on the Administration > Settings > General Settings form and that correct VAT settings are specified for the entity (see Entities). |
The document totals and other information
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The Reserve Inventory button becomes enabled once the order is posted and its status is changed to In Process. Click this button to create a reservation document which will indicate that specific items for this customer order should be reserved in a specific warehouse or warehouses. For details, refer to Reserving the Inventory.
Use the Close check box to indicate that the order is closed and no more shipping is required for this order.
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