To add a new expense order, click the "Create" button on the toolbar of the respective document list. To edit the existing one, double click the line with its name. You can also select the line, press the "More" button (in the upper right corner) and click "Edit" in the drop-down list. You can right-click the line instead of clicking the "More" button.
Please, complete the required Warehouse and Entity fields.
'Expense Order (create)' form. The 'Main' tab
Company is an individual or a legal entity for whom the expense order is created. Select it from the Companies catalog.
The Order field is set automatically, if the expense order is based on the customer order. You can select the order manually (to open the catalog, select "Show all" from the drop-down list). In such case, only orders per company and contract, mentioned in the expense order, will be displayed in the list.
You can add the "Order" column to the "Inventory" table and specify the value for each row, if necessary. Click the Setting button on the document toolbar and switch the order position in the expense order to the tabular part. You can save this user setting by clicking "Keep Choice" in the displayed form. From this moment the system will automatically switch the "Order" column to the "Inventory" table, when creating new expense orders.
If orders were specified in the tabular part of a document, based on which an expense order was created, this setting will be the same in an expense order. If an expense order is based on few custom orders, this field will be automatically set in a table.
The Warehouse field is required, if the "Accounting by few warehouses (two or more)" option in the "Purchases" section is enabled. To learn more about section options, see par. Settings for the 'Purchase' section. In this field you can select the warehouse for inventory shipment.
You can add the "Warehouse" column to the "Inventory" table and specify the value for each row, if necessary. Click the Setting button on the document toolbar and switch the warehouse position in the expense order to the tabular part. You can save this user setting by clicking "Keep Choice" in the displayed form. From this moment the system will automatically switch the "Warehouse" column to the "Inventory" table, when creating new expense orders. If warehouses were specified in the tabular part of a document, based on which an expense order was created, this setting will be the same in an expense order.
The Cell field is displayed, if a cell warehouse is selected for inventory storage. The cell warehouse can be used if "Inventory accounting at warehouse by cells" option in the "Purchases" section is enabled. To learn more about section options, see par. Settings for the 'Purchase' section.
You can add the "Cell" column to the "Inventory" table and specify the value for each row, if necessary. Click the Setting button on the document toolbar and switch the cell position in the expense order to the tabular part. You can save this user setting by clicking "Keep Choice" in the displayed form. From this moment the system will automatically switch the "Cell" column to the "Inventory" table, when creating new expense orders. If cells were specified in the tabular part of a document, based on which an expense order was created, this setting will be the same in an expense order.
Number is assigned automatically when you save the document. You can change it, if necessary.
Current date is set in the expense order by default. You can change it, if necessary.
The Entity field is displayed, if the "Accounting by Several Companies" option in the "Enterprise" section is enabled. To learn more about section settings, see par. Settings for the 'Enterprise' section. Value is automatically set from the Personal Settings or the system.
The Basis field is completed automatically, if transfer was created on the basis of such documents: "Invoice", "Customer Order", "Inventory Write Off", "Inventory Transfer" and "Debit Note". You can select the basis from the catalog (to open the catalog, select "Show all" from the drop-down list).
In the Comment field you can specify some additional information.