Refer to Creating an Invoice. The Inventory and Expenses tab Services tab (Works and Work Costs) for specific functionality provided by the following options:
- Enable Items of Work Type in Sales Documents selected on the Administration > Settings > Sales form
- Enable the Phased Revenue Recognition functionalityselected on the Administration > Settings > General Settings form
This topic describes the functionality available for the Inventory and Services tab in case the abovementioned options are not used in your system.
The Inventory and Services tab includes the list of inventory items and services that were sold to the customer.
If revenue from sale of specific items require recognition during multiple sequential months, you can create deferrals for such items. For items which are sets—a set includes other items as components and selling the set means selling its components according to the specification—you can specify their components by selecting the specifications.
The "Invoice (create)" form. The Inventory and Services tab
To add an inventory item, click the Add or Pick button (refer to Working with the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the button on the table toolbar and follow the step-by-step instructions in the appeared window. The imported list can be edited.
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The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses. To learn more about the item settings, see Settings: Purchasing and Warehouses.
The Serial Numbers column is available if the Use Serial Numbers option is selected on the Administration > Settings > Purchasing and Warehouses form. For each serialized item (for which the Use Serial Numbers check box is selected on the Items form), click in the column to open the Serial numbers dialog box. In this dialog box, you must enter the serial numbers according to quantity of the item.
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The Auto-Discount % and Auto-Discount columns are available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in these columns indicate that one or more discounts are applied because their conditions are met in the document. If you change any line in the document, click the Auto button to recalculate the automatic discounts. For more information on discounts, refer to Overview of Trade Discounts.
Note. You can view information on manual and automatic discounts applied to a specific line. For this, double-click in the Auto-Discount % or Auto-Discount columns to open the Applied Discounts (Markups) for the Row dialog box (refer to the Applied Discounts (Markups) for the Row section below). In this dialog box, you can view the amount of manual and automatic discounts applied to the line and which of the available auto-discounts were applied and which were not. |
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If the Recalculate Automatic Discounts When Line is Changing option is selected on the Administration > Settings > Sales, discounts will be automatically recalculated on any changes occurred in a sales document.
If the Recalculate Automatic Discounts When Line is Changing option is not selected, the users will need to click the button on the toolbar to initiate re-application of automatic discounts. The red color of circular arrows on the button indicates that the document has been changed and discount re-application is required. Green color of the arrows ( ) indicates that auto-discounts are updated.
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You can use this dialog box to select the specification for an item which is a set.
The Set Components dialog box
The Specification field shows the default specification for the item, however, you can select another one or create a new specification if needed. The table contains the list of items included in the set.
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You can use this dialog box to specify the deferral parameters.
The Deferred Expenses dialog box
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Using this dialog box, you can view the amounts of the manual and automatic discounts applied to the selected document line.
The Applied Discounts (Markups) for the Row dialog box
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The rule of multiple account application (Addition as in the screenshot, just above the table) , Addition as in the screenshot, indicates the rule selected lists the conditions used for the upper-level group of discounts.
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