The Inventory and Services tab includes the item list for the tax invoice received. Depending on the transaction type, the document can contain a list of items with their VAT amounts and total or net amounts or a single line that provides a brief description of the transaction (in the Contents column) and its amounts and details and amounts.
If you are manually creating the document, you can fill this tab automatically from one or more documents selected as the basis. For the Advance transaction type, the list on the tab is populated from the purchase order which was the basis for the advance payment.
Note. For tax invoice received with the Purchase or Other transaction type, the list on the tab is populated from the basis document and is not editable.
The "Tax Invoice Received (create)" form. The Inventory and Services tab
For tax invoice received with the Advance transaction type, the item list is populated from purchase order if an order is the basis or from a payment if payment is the basis. In such cases, editing of the list is possible.
To add an inventory or service item to the list manually, click the Add button and select the item from the Items catalog or create a new one. To open the list of received inventory items and provided services, click in the Items column and then click Show all. To learn more about creating inventory and service items, refer to the Items topic.
You can specify the additional properties of the selected inventory item (such as size, color etc.) or service in the Characteristic column if the Enable Item Characteristics option is selected on the Administration > Settings: Purchasing and Warehouses form. Also, you can specify the batch (lot) number for items in the Batch column if the Enable batches option is selected on the same form. To learn more about the item settings, see Settings: Purchasing and Warehouses.
In the Quantity column, you can specify the item or service quantity. In the Unit column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings: Purchasing and Warehouses form.
The Price column is filled in automatically from the appropriate supplier price list if such price is available (see Supplier Price Lists). If the contract is not in the national currency, the Currency and Price (Curr.) columns are also available. You can enter the prices manually by copying them from the supplier tax invoice.
For documents with the Advance transaction type, the Contract, Currency, Exchange Rate, and Purchase Order columns appear.You can specify the Discount for the purchased item if the Enable discounts and markups in purchasing documents option on the Administration > Purchasing and Warehouses form is selected.
By default, the Content column contains the item (service) description. If needed, you can enter another information (for instance, an item description as in the supplier invoice, or description of the transaction for which this tax invoice received is created).
The value in the Amount column is automatically calculated according to the specified price, quantity, and discount. The Total amount is automatically calculated according to the item amounts and VAT settings.
In the Comment column, you can specify some additional information about an item or a service.
The VAT Amount and Total Due fields are filled automatically once the respective amounts are calculated according to the VAT settings and specified rates.