Charges
This screen displays the charges for the current supplier - or if there is no current supplier, a Select button allowing you to select a supplier.
Note that 'charges' are the invoices (or credits) that are currently in progress. If you need to look at previously completed invoices etc, then you use the Supplier|Account screen.
The top part of the screen is a standard select screen. If you need to change the supplier, press the Select button. The bottom part displays the selected invoice and line item details.
Apart from the date, the selection fields are:
Type - you can select All, Credit, or Invoice
Status - can be All, Completed, In Progress, or On Hold
The fields in the invoice/credit note header are as follows:
Start Time - the date on which the invoice/credit note was created
Amount - the total tax-included amount of the invoice/credit note
Credit - this checkbox will be checked if this is a credit note, otherwise (for an invoice) it won't be
Printed - the checkbox will be ticked if the invoice/credit note has been printed
Status - the invoice/credit note status
The Items tab shows the line items in the invoice/credit note. If you select one, its details will be displayed as follows:
Date - the date on which the line item was created
Product - the product being ordered - note that this is our product name, as opposed to the supplier's (given by Reorder Code and Description)
Quantity - the quantity ordered
Unit Price - the unit nett tax-excluded price of the item
Tax - the total tax payable for this line item
Total - the total line item amount - this will equal the Quantity times the Unit Price plus the Tax.
Buttons: For an 'In Progress' transaction the available buttons are shown above. If there are no transactions displayed, then only New is displayed. Apart from the standard ones, the buttons are as follows:
Finalise - initiatiate the process of finalising the transaction. A confirm window will be displayed to let you confirm the Finalise. If you press OK, the status will be set to 'Finalised'. A print window will be displayed to let you print, preview or email the invoice.
Preview - displays the invoice/credit note
Edit Credit
This is the screen used to create and edit supplier credit notes.
The header fields are as follows:
Start Time - the date on which the credit note was created
Amount - the amount of the credit note - this is the sum of the line item amounts
Printed - this checkbox will be checked when the credit note is printed
Status - is initially set to In Progress, and can also be set to On Hold or Finalised
The Items tab allows you to add, delete, view and edit the line items. The fields are as follows:
Date - the date on which the line item was created
Product - the product - note that this is our product name, as opposed to the supplier's (given by Reorder Code and Description). Note also that there is no check that the product selected is in fact provided by the currently selected supplier.
Quantity - the quantity
Unit Price - the unit nett tax-excluded price of the item
Tax - the total tax payable for this line item
Total - the total line item amount - this will equal the Quantity times the Unit Price plus the Tax.
Edit Invoice
This is the screen used to create and edit supplier invoices.
The header fields are as follows:
Start Time - the date on which the invoice was created
Amount - the amount of the invoice - this is the sum of the line item amounts
Printed - this checkbox will be checked when the invoice is printed
Status - is initially set to In Progress, and can also be set to On Hold or Finalised
The Items tab allows you to add, delete, view and edit the line items. The fields are as follows:
Date - the date on which the line item was created
Product - the product - note that this is our product name, as opposed to the supplier's (given by Reorder Code and Description). Note also that there is no check that the product selected is in fact provided by the currently selected supplier.
Quantity - the quantity
Unit Price - the unit nett tax-excluded price of the item
Tax - the total tax payable for this line item
Total - the total line item amount - this will equal the Quantity times the Unit Price plus the Tax.
Confirm Delete
When you press the Delete button on the Suppliers|Charges screen, a confirmation window will appear. Press OK to confirm or Cancel to abort.
Confirm Finalise
When you press the Finalise button on the Suppliers|Charges screen, a confirmation window will appear. Press OK to confirm or Cancel to abort.
If you press OK the invoice/credit note status will be set to Finalised and you will be able to print the invoice/credit note.
Confirm New
This window allows you to select the type of charge to be created. Select the required one and press OK, else Cancel to abort.
