Sale document form
The Sale 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 Nomenclatures, Settlement documents, Accounting, Additionally, Files tabs. Complete the document header before moving between them.
Related tables use Nomenclature, Unit, Booking, Quantity, Amount Without Discount, Discount Percent, VAT, VAT amount, Amount, All Basic, Book account, Income Account, Income Article, Project, Business segment, Intent Of Use, Variation, Coeff., Batch, Discount Amount, Warehouse, Cost account, Cost article, Department columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | 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. |
| Customer | Yes | 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. |
| Contract | Yes | Select an available value; the available choices depend on the context already entered. |
| Customer Order | 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. |
| Pricelist | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Price Type | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Price Includes Vat | When required by the form | Enable Price Includes Vat when the option applies to this document. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Nomenclature | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Variation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Unit | 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. |
| Department | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Income Article | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Intent Of Use | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Book account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| 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. |
| Operation Kind By Contract | 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. |
| Fixed Asset Cost Article | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Current Asset Cost Article | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Doc 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. |
| Unconfirmed Tax Liability Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Tax Liability Vat Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Current Asset Cost Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Fixed Asset Cost Account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Debt Recognition Account With Buyer | 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 Customer | 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 a currency is selected, the available exchange rate for the document date is filled in; verify it before saving.
- 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, Document date, Organization, Warehouse, Customer, 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 revenue, cost, VAT, and settlements with the customer.
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 on provision of services, Sale invoice. Select the required form after saving the document.