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 (Form Settings).
, or in the toolbar, clickNote This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Choose one of the following options:
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Choose one of the following types:
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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. Example Quantity x Items per Unit = Qty (Inventory UoM). End of the example. Note 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. |
Item 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. Example 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:
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When a UoM code is specified, SAP Business One takes the corresponding UoM name from the UoM setup. You can edit this field only when the UoM group of an item is Manual. |
The number of items specified for the selected UoM as defined on the Purchasing Data tab in the Item Master Data window. The number must be greater than zero. You can edit this field when the UoM group for an item is Manual. 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. Note TheItems per Unit field cannot be edited in the following situations:
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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. Example 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:
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The total quantity (per row), calculated as follows: Quantity x Items per Unit = Qty (Inventory UoM) Example
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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. Note 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 window).
Example: The Unit Price of Item A is 28.07 The Discount is 8% The Quantity is 50 items
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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. |
Note The field is available only if you have enabled bin locations for at least one warehouse. If you have not enabled bin locations for the warehouse you specified in the document row, this field is blank and not editable. End of the note. Displays how many items are allocated to bin locations. You must allocate the same quantity of items to bin locations as the quantity you specified in the document row; otherwise, the field is marked in red and you cannot add the document. To manually allocate items to bin locations, click (Link Arrow) to open one of the following windows:
Once the document is added, clicking the link arrow in this field opens Inventory Posting List. Note In goods returns and A/P credit memos, for the document rows with items that are not managed by serials or batches, clicking (Link Arrow) in the field opens the Bin Location Allocation - Issue Window instead. End of the note. |
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. Note 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 was not selected.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:
Example Gross Price = 150 Tax % = 20 Tax Amount = 150 / (1+ 0.2) * 0.2 = 25 End of the example. Recommendation 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. |
Displays 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:
Example Gross Price = 5 Quantity = 10 Total Gross = 5 * 10 = 50 End of the example. Note 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. |
Note The field is available only if you have enabled fixed assets. By default, the field is hidden. To make it visible, use the Form Settings. And, the field is editable only when you select a fixed asset in the row. End of the note. If the asset is planned for quantity maintenance, enter the acquired quantity. |
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. Note 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). |
Select or define a CFOP code from the List of CFOP window. To view more details, open the CFOP Codes - Setup window by choosing (Link Arrow). Note When the document type is Item, this field cannot be empty. End of the note. |
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 (Link Arrow). |
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 (Form Settings). For more information, see Form Settings Window.
, or in the toolbar, clickAmount 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. |
Available only if you have initialized the Intrastat declaration function. For more information, see Initializing the Intrastat Declaration Function. Specify the country where the goods are manufactured, produced or grown, or in which the goods originate. |
Select an Incoterm to specify your delivery terms for the item. Available only if you have initialized the Intrastat declaration function. For more information, see Initializing the Intrastat Declaration Function. Caution If your company is upgraded from SAP Business One 8.82 or lower with the Intrastat add-on installed, there are two Incoterms fields, but only one is used for Intrastat declaration. For more information, see Upgrade of Intrastat Add-On. End of the caution. |
Available only if you have initialized the Intrastat declaration function. For more information, see Initializing the Intrastat Declaration Function. Caution If your company is upgraded from SAP Business One 8.82 or lower with the Intrastat add-on installed, there are two Transport Mode fields, but only one is used for Intrastat declaration. For more information, see Upgrade of Intrastat Add-On. End of the caution. |
Select a location for the item as follows:
Note 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. |