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.
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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 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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