Purchasing Documents: Contents Tab 
Use this tab to enter items or services that the company purchases from, and returns to, vendors, if required. The Contents tab is identical in all the purchasing documents.
Some of the fields described below are not displayed by default, but must be selected in the Form Settings window. To open the Form Settings window, in the menu bar, choose 
Tools 
Form
Settings 
, or in the toolbar, click 
(Form Settings).
This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Document Type and Summary Type Fields
Choose one of the following options:
|
Choose one of the following types:
|
Table View for Document Type Item
Specify the item number. Press CTRL+TAB to view the Alternative Items. |
Specify an item description after you have entered the item number. If required, change the description and press CTRL+TAB to save. The change is relevant for the current purchasing document only. |
Specify the business partner catalog number, instead of the item code and description, if you have defined it ( |
Quantity that you want to order from the vendor based on the item’s purchasing unit of measure, as defined in the Item Master Data window. If the purchasing unit of measure is defined as more than one item, the actual quantity of the item is displayed in the Qty (Inventory UoM) field, which is the value displayed in the Quantity field multiplied by Items Per Unit.
Quantity x Items per Unit = Qty (Inventory UoM). End of the example.
If the available quantity is less than the required quantity level (as defined in the Item Master Data window), SAP Business One suggests replenishing the quantity. End of the note. |
ExampleItem price from the default price list, before any discount. If the value specified in the Inventory UoM field is Yes, the price is the Unit Price. If the value specified in the Inventory UoM field is No, the price is the Unit Price x Items per Unit.
If the Unit Price is $10 as defined in the Item Master Data window, and the Items per Unit value is 5, the Unit Price in the purchasing document is $50. End of the example. Press CTRL+TAB to view the Last Prices report. |
Define whether the quantity displayed in the Items per Unit field is a single item unit:
|
SAP Business One lets you maintain multiple units of measure. If the value specified in the Inventory UoM field is Yes, SAP Business One takes the Unit of Measure value from the Inventory UoM field on the Inventory Data tab of the Item Master Data window. If the value specified in Inventory UoM field is No, then this field displays the unit of measure for the item as defined on the Purchasing Data tab in the Item Master Data window. In some cases, this field can be edited.
When a document is based on another document, the Unit of Measure and Items per Unit fields cannot be edited. In addition, these fields cannot be edited if the rows are partially open, for example, when some of the items have been copied to another document. End of the note.
If you select the By Items Summary Type and there is more than one row with the same Item No., but with different units of measure, the rows are not summarized with different units of measure or items per unit. End of the note. |
The number of items specified for the Unit of Measure as defined on the Purchasing Data tab in the Item Master Data window . The number must be greater than zero. In some cases, this field can be edited (see below for cases where this field cannot be edited), so when inventory transactions are created from the document, the Items per Unit value from the document is used; not the value from the Item Master Data window.
When a document is based on another document, the Unit of Measure and Items per Unit fields cannot be edited. In addition, these fields cannot be edited if rows are partially open, for example, when some of the items have been copied to another document. End of the note. |
Indicates that there is no inventory movement involved, that is, the credit memo does not affect the inventory quantity of the item. In this case, only the inventory value of the item is adjusted if the quantity is positive.
You receive items from a vendor, but all the items were broken during shipment. You ask for a return of the payment and create a credit memo, and by choosing this checkbox, indicate that there is no return of goods. End of the example. The field is available only in the following cases:
|
The total quantity (per row), calculated as follows: Quantity x Items per Unit = Qty (Inventory UoM)
End of the example. |
Percent of discount granted for the item. |
Tax code to be applied to the item. The application proposes a default tax code depending on the following:
If required, choose a different tax code. |
Displays the total amount of the row in the relevant currency. The amount is calculated as follows: Total = Unit Price x Quantity x Discount.
The following applies to companies that use an original version of SAP Business One prior to SAP Business One 2007 A or 2007 B and upgraded to SAP Business One 8.8 directly or upgraded to SAP Business One 2007 A or 2007 B and then to SAP Business One 8.8. The calculation method depends on whether you have selected the parameter Calculate the Row Total using the Unit Price (on the General tab in
Example: The Unit Price of Item A is 28.07 The Discount is 8% The Quantity is 50 items
End of the note. |
Number of the linked blanket agreement that exists with the vendor. After you have entered a business partner, an item and a posting date, SAP Business One checks whether a blanket agreement is in force with the vendor and automatically relates it to the purchasing document. The unit price determined in the blanket agreement is copied into the purchasing document, if in the blanket agreement, the Use BP Discount option is selected. |
This field is available for all supported localizations except Israel. Select this checkbox to charge or credit the business partner only for the tax that is calculated on the value of the item or service. In certain industries, such as the airlines industry, companies may be required to generate a no charge invoice with tax only. As air miles become a popular benefit to travelers, it is a requirement in some countries that customers pay tax on the value of the miles. By selecting this checkbox you can charge customers solely for tax based on the value of the air miles.
The Tax Only setting cannot be edited, if you selected the checkbox for a specific line and copied this line into a follow-on document that is a formal document, such as a delivery, A/R or A/P invoice, and the checkbox Allow Changes to Existing
Orders for sales orders under End of the note. |
Specify the project that you want to relate to the item. |
Enter in this field the unit price including tax. SAP Business One calculates automatically the unit price before tax and the tax amount, based on the tax code in the row. After pressing the TAB key, the Unit Price field and the Tax/Unit field are updated accordingly. The tax amount is calculated as follows:
Gross Price = 150 Tax % = 20 Tax Amount = 150 / (1+ 0.2) * 0.2 = 25 End of the example.
When creating a document, make sure that for all of the items in the document, you fill in either the Gross Price field or the Unit Price field. We do not recommend to have in the same document rows in which the items are priced according to Unit Price and other rows where the items are priced by Gross Price. End of the recommendation. |
RecommendationDisplays the total gross amount of the row. If the item quantity is 1, the gross total is equal to the amount entered in the Gross Price field. The amount in this field is calculated as follows:
Gross Price = 5 Quantity = 10 Total Gross = 5 * 10 = 50 End of the example.
In some cases small differences between the sum of the amounts appear in the Gross Total field in the document rows and the amount appears in the Total field at the document footer may occur. This is a result of different calculation method that is used in the Total field. For more information, see the How to Work with Gross Prices guide. You can download this document from the documentation area of SAP Business One Customer Portal (http://channel.sap.com/sbo/documentation). End of the note. |
Table View for Document Type Service
Enter a description of the purchased service. |
Specify the G/L account to be debited (for an A/P invoice), or credited (for an A/P credit memo). |
Specify the project that you want to relate to the service. |
Indicates whether withholding tax applies in this document. Freight in the header level is not affected, but those items at the row level are.
When the checkbox Tax only is selected, the WTax Liable field is automatically updated to NO. You can select the value manually from the dropdown list. End of the note. |
Tax code to be applied to the item. The application proposes a default tax code depending on the following:
If required, choose a different tax code. |
Total amount of the row in the relevant currency, calculated according to this formula: Price x Exchange Rate – Discount for the Row (if defined). |
Country-Specific Fields: Brazil
Select or define a CFOP code from the List of CFOP window. To view more details, open the CFOP Codes - Setup window by choosing
When the document type is Item, this field cannot be empty. End of the note. |
(Link Arrow)Specify the source of the goods or service purchased: domestic or overseas markets. For an item, if you select a pay-to address instead of a bank account in the Pay to field on the Logistics tab, this field is updated automatically according to whether or not this address is within the same country as the company. |
Specify a CST code from the List of CST window. The CST code that corresponds to the item (on the General tab in the Item Master Data window) is displayed by default. To view more details, open the CST Codes - Setup window by choosing |
Select or define a usage from the dropdown list. |
Note
The CFOP, CST, and Usage fields are available for both Item and Service document types. For Item, these fields appear by default. For Service, you must open the Form Settings window and select the option to make them visible.
The Credit Origin field is also available for both Item and Service document types, but you need to select it to make it visible in the Form Settings window for both.
To open the Form Settings window, in the menu bar, choose Tools Form Settings , or in the toolbar, click (Form Settings). For more information, see Form Settings Window.
Country-Specific Fields: Canada, Puerto Rico, USA
Amount of tax due on the freight charges associated with the item. The freight tax amount calculation is based on the tax code specified in the Freight Tax Code field. This field is not available for down payment documents. |
Tax code for the freight charges associated with the item. If the item tax code is applicable to freight, the application shows the item tax code as a default. If the item tax code is not applicable to freight, the field is blank. You can edit this field, if required, and enter any tax code that is applicable to freight. This field is not available for down payment documents. |
Country-Specific Fields: India
Select a location for the item as follows:
If you change a location, a warning message appears. You cannot change a location after an accounting document, such as an A/P invoice, is created. End of the note. |
Displays the Freight Tax Distributed Amount (LC). The amount is automatically calculated by the system. |