Supplier order asset document form
The Supplier order 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 Fixed Assets, Additionally, Files tabs. Complete the document header before moving between them.
Related tables use Fixed Asset, VAT, VAT amount, Amount, Warehouse 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. |
| Warehouse | 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. |
| Currency | Yes | Select an available value; the available choices depend on the context already entered. |
| Doc Currency Rate | When required by the form | Verify the rate for the selected currency and document date. |
| Settlement Doc | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Delivery Date | Yes | Enter the required date, period, or time. |
| Payment Date | When required by the form | Enter the required date, period, or time. |
| Price Includes Vat | When required by the form | Enable Price Includes Vat when the option applies to this document. |
| 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. |
| Approved Payment By | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Is Confirmed By Supplier | When required by the form | Enable Is Confirmed By Supplier when the option applies to this document. |
| Fixed Asset | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Vat Name | 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. |
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.
Validation, saving, and posting
Depending on the form state, Number, Document date, Organization, Warehouse, Supplier, Contract, Currency, Delivery Date 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 confirms the order for delivery tracking and creation of asset acquisition documents.
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.
No dedicated print form is configured for this module.