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Creating and maintaining hour items - Purchase/Sales tab

Introduction

This document provides the information on how to create and maintain hour items in the Purchase or Sales tab. In this tab, you can obtain an overview of suppliers linked to the hour item. Besides that, you can also add a new supplier for the item, or maintain and delete an existing one. 

Fields

Attributes: Sales section

Sales: (Can be used in sales transactions)

Select this check box to allow the hour item to be used in the sales process. Once selected, the No discount: (Not allowed to give discount) check box is disabled.

No discount (Not allowed to give discount)

Select this check box if no discount is to be given for the hour item while entering a sales transaction.

Note: This check box is enabled only if you have selected the Sales check box. You will not be able to create a price list for an hour item with the No discount attribute.

Attributes: Purchase section

Buy

This check box will be automatically selected if you have specified a supplier in the Suppliers section. If there is no supplier specified, this check box is not selected and not enabled. The buy check box determines if an hour tem can be purchased.

Requires approved supplier

Select this check box to allow purchases of the hour item to be done only from a supplier that has been linked in the Suppliers section and has been approved. To approve a supplier, select a supplier that has been linked to the hour item and click  Edit. The Items by supplier screen will then be displayed. Select the Approved supplier check box and click Save.

Note: A green check mark will be displayed under the Approved supplier column for the approved supplier.

Sales commission section

This section will be displayed only if you select the Use sales commission check box in the Sales commissions section of Order Settings. For more information, see Order Settings.

Commissionable

Select this check box to assign the Commissionable attribute to an hour item.

Supplier section

Supplier(s) linked to the hour item as well as other details will be displayed in the Suppliers box.

 Add

Click this to link a supplier to the hour item.

 Edit

Click this to edit information of the hour item by supplier.

Note: This icon is enabled only if there is at least one supplier linked to the hour item.

 Delete

Click this to delete the link of the supplier to the hour item.

Note: This icon is enabled only if there is at least one supplier linked to the hour item.

Select: Main supplier

Click this to specify the main supplier of the hour item. A green check mark will then be displayed under the Main sup. column for the specified supplier.

Note: This icon is enabled if there is more than one supplier linked in the Suppliers section if you have selected a supplier which is not specified as the main supplier.

 Creditor card

Click this to view the selected supplier’s transaction card for the particular hour item.

Note: This icon is enabled only if there is at least one supplier linked to the hour item.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 07.160.635
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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