The form of item on purchase invoice
Adding a new element is possible after clicking [Add] button in Elements button group or on the quick access bar – it will cause item form to open. The form is modified depending on type of selected item (item or service). A form with an item of service type differs from a form with an item of merchandise type. It does not contain the part regarding subitem (because service is not stored, it has neither lots nor resources).
Tab General
The basic information about the selected item is included in tab General .
Figure 128 Tab General in the Item Details window.
The whole window is divided into four parts, containing following information:
1. About price precision and value control
2. About item, its name, code, and additional information
3. About quantity, unit, prices, discounts, VAT rate, total and subtotal values and the number of points – Calculation
4. About lots of the invoice item – Subitems
At the very top of the Item Details window, there is the following information provided:
Precision – number of decimal places in the price values presented in the calculation panel. Value displayed in this field is retrieved from the sales order definition. The value set on the form of this document type is suggested, by default.
Control: quantity * price = value – if this parameter is checked, it will be possible to enter only such value which can be calculated as a product of quantity and price
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Example
An item quantity is 10 units, its price amounts to 100 USD and value is 1000 USD.
After checking the ‘Control: quantity * price – value’ parameter, it will not be possible to enter such value which disenables to recalculate the price, that is e.g. value which amounts to 1000,01.
If this parameter is unchecked, the value can be edited and it can be specified as 1000,01. In this case, the price will not be recalculated.
Item
Item should be selected from the list of all active items, defined in Items directory. List of items can be displayed by clicking button 
. Item can be also selected by entering its code into field next to [Item] button and clicking “Enter”. The second way requires knowledge of codes. The field next to code displays name of selected item.
Below the field with item code there the two following fields:
Description – allowing user to enter any series of characters with additional information.
Calculation
After selecting the item, values will appear in following fields:
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Figure 129 Calculation panel in Item Details window available from the level of purchase invoice.
Quantity– defines quantity of item which will be purchased.
Next to quantity there is a field with unit symbol. In this field the system displays automatically basic unit or default unit assigned to a given document type. Unit can be changed to one of units defined in Units of Measures directory (see: Configuration -> Units of measure). Changing of the unit of measure removes the subitems and recalculates the prices. Quantity is calculated according to the conversion rate of the additional unit of measure to the basic unit.
Time of Delivery (days) – time of delivery of goods. After selecting an item, the value specified in this field is automatically updated to the time set on the form of the selected item. The time of delivery can be changed according to the individual needs
Regular Price (S) – subtotal price of one unit of item in the document currency. This is the price on which discounts will be calculated. The price is retrieved from an active price list of the selected price type and it is recalculated to the document currency according to the current exchange rate.
Below the regular price, there is the field in which it is possible to select an active price type. This is the price type for received items for which the price from the current price list of tehselected price type will be retrieved. The price type can be selected from the previously defined list of price types (see Configuration -> Price Types)
Discount (%) – percentage value of discount calculated according to defined discounts
Price (S) – discounted price of one unit of item in the document currency
Below the price, the acquisition value is presented.
Acquisition – item acquisition value is presented in the system currency
Value (S) – value in the document currency
Below the Value (S) field, there is the field presenting the item value in the system currency including the acquisition value
VAT Rate – VAT rate, selected from list of VAT rates defined in VAT Rates directory
Subitems
After selecting an item, proper values will appear in fields with code, name and in part Subitems.
Number of columns in this part depends on number of features assigned to an item. It’s possible to issue a document with one item with many features, what causes creation of several lots (of course if features affect the lot).
Invoice’s subitems are used to storage information about lots going into the making of purchase invoice item.
Basic information displayed in the Subitems panel is:
No. – ordinal number of subitem
Warehouse – defines a warehouse into which lot will be accepted
Quantity – quantity of item which will be accepted to a warehouse
Purchase Value – purchase value of item which must be received to a warehouse (quantity * purchase unit price)
Acquisition Value – item acquisition value including the purchase costs
The other columns present the features which were assigned to a given item and their number differs depending on number of features affecting the lot, e.g. color, country of origin.
Tab Calculation
This tab is composed of two panels: Calculation and Currency.
Calculation
Below are the following field available in the Calculation panel:
Quantity – quantity of the item which must be purchased
UOM – the basic unit of measure that is assigned to the selected item and to a given document type
Regular Price (S) – subtotal price of one unit of item in the document currency. This is the price on which discounts will be calculated. The price is retrieved from an active price list of the selected price type and it is recalculated to the document currency according to the current exchange rate
Below the Regular Price field, there is the field presenting the item price from the price list in the currency retrieved from that price list.
Below the regular price fields, there is the field in which an active price type can be selected.
Discount – percentage value of discount calculated according to defined discounts
Price – the price of one unit of item after discounts expressd in the document currency
The field below the Price field presents the price of the item unit in the currency from the price list.
Below, there is the field presenting the item acquisition value in the system currency.
Value (S):
Value in the first field is the value of the document in the document currency.
The field below presents the value of the document in the currency retrieved from the price list of the item.
The last field presents the value of the document in the system currency.
VAT Rate – VAT rate, selected from list of VAT rates defined in VAT Rates directory
Currency
In this panel you can find the information about the currencies and their exchange rate and the date of retrieving the exchange rate. This information is essential from the point of view of the documents issued in foreign currencies or when the item price in current price list is expressed in the currency different than the system currency. Data about the type of exchange rate, dates and the currency exchange rate is retrieved automatically. If a document is issued in the currency different from the system currency and the item price is also expressed in the currency different from the system currency and different from the document currency, then the exchange rate of the system currency and the price list currency converted to the document currency will be presented in this panel. The exchange rates are presented as follows: the first is the exchange rate of the document currency converted to the item’s price list currency, the second is the document currency, and the last if the exchange rate of the document currency converted to the system currency.
Tab Attributes
Details about how to assign an attribute values to an object can be found in the manual Comarch ALTUM Configuration, in chapter Assigning attribute value to an object instance.
The form of item of service type on purchase invoice
For items of “service” type no warehouse record is kept. That’s why, while adding purchase invoice with service, on item form there is no part concerning subitems. Other parts are identical like in case of “merchandise” type item.
Figure 130 Tab General on the form of item of service type on purchase invoice.