Purchase asset document form
The Purchase asset document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains Purchases, Accounting, Start Of Use, Tax Accounting, Additional Costs, Settlement documents, Members Of The Commission, Additionally, Files tabs. Complete the document header before moving between them.
Related tables use Book account, Fixed Asset, Amount, Cost Amount Without Vat, Nomenclature, Unit, Supplier Order Asset, Quantity, Price, VAT, VAT amount, Total amount, Warehouse, Batch, Cost account, Variation, Coeff., Department, Intent Of Use, Inventory Number, Amortization, Useful Period In Months(short), Costs From Accrued Depreciation And Amortization, Liquidation Cost, Method(Book Accounting), Cost article, Project, Amortization Method Accounting(short), Amortization Method Tax(short), Tax Useful Period In Months(short) columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Before Warehouse | Yes | Select an available value; the available choices depend on the context already entered. |
| After Warehouse | Yes | Select an available value; the available choices depend on the context already entered. |
| Input Number | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Input date | When required by the form | Enter the required date, period, or time. |
| Operation Kind | Yes | Select an available value; the available choices depend on the context already entered. |
| Supplier | Yes | Select an available value; the available choices depend on the context already entered. |
| Contract | Yes | Select an available value; the available choices depend on the context already entered. |
| Supplier Order Asset | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Currency | Yes | Select an available value; the available choices depend on the context already entered. |
| Exchange rate | When required by the form | Verify the rate for the selected currency and document date. |
| Department | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Project | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Amount Includes Vat | When required by the form | Enable Amount Includes Vat when the option applies to this document. |
| Legal Action Type By Contract | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Contract Settlement Type | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Vat Account Scheme By Contract | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Purchase Settlement Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Advance Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Tax Credit Vat Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Unconfirmed Tax Credit Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Conditional Sales Vat Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Representative Of The Organisation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Representative Of The Supplier | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Head Commission | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Head Commission Position | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Responsible Person | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Accepted Person | When required by the form | Select an available value; the available choices depend on the context already entered. |
Automatic values and dependencies
- After an organization is selected, its base currency and available defaults are filled in; incompatible dependent values must be selected again.
- After a contract is selected, its currency, transaction type, and accounting terms available to this document are filled in.
- After an item is selected, the available unit, tax, and accounting details are filled into the line.
Validation, saving, and posting
Depending on the form state, Number, Document date, Organization, Before Warehouse, After Warehouse, Operation Kind, Supplier, Contract, Currency can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting records the asset acquisition, tax amounts, and settlements before commissioning.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
Configured print forms: Act of acceptance and transfer of a non-current asset. Select the required form after saving the document.