Item details window on purchase quote
A new item can be added to a sales offer by clicking [Add]in the Elements button group. The item details window differs depending on the selected type of item.
Tab General
Tab General contains the basic information about the selected item. The most important information is the following: code, quantity and the currency defined for the item in the price list it was retrieved from.
Figure 176 The form of item opened from the level of purchase quote.
Tab General
This tab is divided into five panels in which the following information is provided:
1. Price precision and value control
2. Name, code of the merchandise/service/set and time of delivery – Item
3. Quantity, units of measure, prices, discounts, VAT rate, points, acquisition value – Calculation
4. Currency, exchange rate and date of retrieving the exchange rate – Currency
5. Purchase price, acquisition price, value and percentage of margin – Margin
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 purchase quote 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
_______________________________
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 disables 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
Information provided in this part of tab is the following:
Item – clicking on this button opens the list of items. An item is selected from the list of all active items added to the Items directory. Item can be also selected by entering its code into the field available next to the button [Item] and clicking “Enter”. When using the second method it is necessary to know the item codes. The name of the selected item appears in the field next to the field with code.
Description – allowing user to enter any series of characters with additional information.
Calculation
Below are the following field available in the Calculation panel:
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
Figure 177 Panel Calcuation in item details window on purchase quote.
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.