Outgoing tax invoice document form
The Outgoing tax invoice 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, Fixed Assets, Intangible Assets, Accounting, Additionally, Files tabs. Complete the document header before moving between them.
Related tables use Fixed Assets, Additional Information, Type Of Code, UCCFEACode, Unit, Quantity, Price, Vat Type, Total amount, Declaration Article, Price Excluding VAT Tax Base, Amount Of Excess, Amount Of Vat Excess, Coefficient, VAT amount, Total Without VAT, Intangible Assets, Nomenclature, Amount Without Discount, Discount, Variation, Amount Of The Discount 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. |
| Operation Kind | Yes | Select an available value; the available choices depend on the context already entered. |
| Requires Inclusion In The URTI | When required by the form | Enable Requires Inclusion In The URTI when the option applies to this document. |
| Registration Date | Yes | Enter the required date, period, or time. |
| Registered | When required by the form | Enable Registered when the option applies to this document. |
| Partner | 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. |
| Exchange rate | When required by the form | Verify the rate for the selected currency and document date. |
| Consolidated | When required by the form | Enter the required date, period, or time. |
| Code Of The Consolidated Feature | When required by the form | Enter the required date, period, or time. |
| Document Basis | Yes | Select an available value; the available choices depend on the context already entered. |
| 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 Type | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Declaration Article | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Account For Vat Settlements | Yes | 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. |
| Vat Account Conditional Sale | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Cost account | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Income Article | Yes | Select an available value; the available choices depend on the context already entered. |
| Included In The Final Calculation | When required by the form | Enable Included In The Final Calculation when the option applies to this document. |
| Period To Be Specified | When required by the form | Enter the required date, period, or time. |
| Export Available CCD | When required by the form | Enable Export Available CCD when the option applies to this document. |
| Number CCD | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Selling Below Cost | When required by the form | Enable Selling Below Cost when the option applies to this document. |
| Vat Benefit | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Vat Benefit Code | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Types Of Reasons For Non Delivery To The Buyer | When required by the form | Select an available value; the available choices depend on the context already entered. |
Validation, saving, and posting
Depending on the form state, Document date, Organization, Operation Kind, Registration Date, Partner, Contract, Currency, Document Basis, Account For Vat Settlements, Income Article 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 VAT liabilities and links to sales or advance 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.