Histórico da Página
...
Add Document Screen - Note Folder
Purpose of the Screen: | To display and allow changes to document note. |
Main Fields and Parameters:
Field: | Description: |
Note | Add notes pertaining the document, if needed. |
Add Document Screen - RGA Folder
Purpose of the Screen: | Folder RGA is not enabled when you access screen Add Document through function Documents Maintenance (RE3001). This folder is enabled when access is through function Outgoing Documents Maintenance (RE4001). |
Add Document Screen - Import Folder
Purpose of the Screen: | Folder Import is enabled when module Import is deployed in the system or function "controla-aduana-internac" is active. However, fields Shipment Site, Shipment and Import Declaration are not enabled at any time, because they are only for querying the import document that originated the receipt. |
Main Fields and Parameters:
Field: | Description: | ||||||||||
Shipment | Display the shipment code related to the import process. | ||||||||||
Site | Display the code and description of site that generated the shipment. | ||||||||||
Import Declaration | Display the import declaration code for which the incoming document is being generated. | ||||||||||
Customs Imp Statmt / Requests Imp Statmt | Enter the code of customs import statement.
| ||||||||||
Declaration Date | Enter declaration date.
| ||||||||||
Customs Code | Enter customs code.
| ||||||||||
Agent |
Enter agent code.
|
Temporary Supplier Screen - Supplier Data Folder
Purpose of the Screen: | When you press button OK on screen Add Document, screen Temporary Supplier is displayed when the transaction is made with a Temporary Supplier (Extra Supplier). |
Main Fields and Parameters:
Field: | Description: |
Order | Select the purchase order containing the Temporary Supplier data. The order selected must belong to the same document issuer. After clicking Confirm, this field displays the order data to be used as default for the Temporary Supplier. |
Company Name | Enter the name of temporary supplier. |
EIN | Enter the EIN number of temporary supplier. |
Address | Enter the address of temporary supplier. |
Full Address | Enter the full address of temporary supplier. |
District | Enter the district of temporary supplier. |
City | Enter the city of temporary supplier. |
State | Enter the state of temporary supplier. |
Country | Enter the country of temporary supplier. |
Postal Code | Enter the postal code of temporary supplier. |
Contact | Enter the person of contact with temporary supplier. |
Phone | Enter the phone number of temporary supplier. |
Enter the e-mail of person of contact with temporary supplier. | |
Note | Note Folder. |
Debit or Credit Note Generation Screen - RE3905
Purpose of the Screen: | The program Documents Maintenance (RE3001) lets you generate debit note (return) for financial adjustment. This note does not update quantity in stock and necessarily requests the invoice of origin to apportion the value by the items. The screen Debit or Credit Note Generation (RE3905) is displayed upon clicking button OK on screen Add Document, when the document generated has an operation nature that has parameter "Generate Debit Note" selected for you to enter the document of debit origin, attaching them. The user must enter the total value of Debit document, then the system apportions this value for all main document items. When you update the document, a bill related to the original bill is generated in module Financials. The user may still enter which taxes will be levied on the Credit or Debit document, and the tax value will be calculated on the total value entered by the user in program re3001a. When a document is entered, the system automatically displays the taxes of the document attached. If the document has any type of withholding, you must generate it manually. You must update the current document in stock to be able to attach it to a debit or credit note. |
Main Fields and Parameters:
Field: | Description: |
Issuer | Enter the issuer code of document that generated the debit - origin document. |
Abbrev Name | Enter the abbreviated name of issuer of document that generated the debit - origin document. |
Document | Enter the number of document that generated the debit - origin document. |
Oper Nature | Enter the operation nature of document that generated the debit - origin document. |
Series | Enter the series of document that generated the debit - origin document. |
Total V. w/ IVA |  Display the total value of document plus IVA. |
Exempt Total V. | Enter the total exempt value of document. |
Recorded V. |  Enter the recorded value of document. |
V. Not Recorded | Enter the value not recorded of document. |
Exempt V. | Enter the exempt value of document. |
Tax Type |  Enter the tax type for the entered withholding tax. Options available: IVA, Income Tax, others. |
Document Item Add Screen - Purchases Folder
Purpose of the Screen: | When you press the button Add on screen Document Maintenance - Items Folder, the following screen is displayed for you to add document items.
|
| Informações | ||
|---|---|---|
| ||
For remittance invoices of future delivery, the purchase order of the invoice is assumed. The user cannot edit this order; however, if the order is not entered in the invoice, it can be entered in the remittance. Items are automatically generated for the remittance, based on the invoice entered, and cannot be added manually. The folder related to the added material will not be enabled for this invoice type. |
...
Other Actions/Related Features:
Action: | Description: |
Expenses | This button, displayed between buttons Save and Cancel, is displayed only when Purchase Parameters are set for the system to control Expenses. It is only enabled when an order and a purchase order are entered for the document item. Upon pressing the button, the expenses found in the order/purchase order of the item are generated for the document item, and folder Expenses is enabled for adding or deleting expenses from the document item. |
Main Fields and Parameters:
Field: | Description: | |||||
Seq | Enter the sequence number to be considered for the item in document. | |||||
Item | Enter the item code to be considered for the document sequence. | |||||
Supplier Item | Display the item code for the supplier of document goods. | |||||
Reference | Enter the item reference, when the item is controlled by reference in stock. | |||||
Order | Enter the number of item purchase order. | |||||
Purchase Order | Select the number of item purchase order. | |||||
Event | Display the event sequence in which the aforementioned purchase order is listed (if an event for the order exists). It is denominated "Event", a tool to control and monitor purchase processes in which an order/purchase order may be found. Aims to grant purchaser viewing conditions and control the progress of a given order or purchase order (see function CC0109 Events Maintenance). | |||||
Installment | Display the installment number of the purchase order being received, which you may edit. | |||||
FIFO Purchase Order | When selected, this indicates the document item quantities are allocated to purchase order installments of the supplier, from the oldest to the most recent, until completing the quantity received. Example: Order 1,200 – Installment 01 – Qty 500 pcs – inflow date 06/10 Order 1,600 – Installment 01 – Qty 300 pcs – inflow date 06/15 Order 1,600 – Installment 02 – Qty 300 pcs – inflow date 06/20 In this example, the system allocates the total quantity of installment 01 of order 1,200 and of installment 01 of order 1,600. To completing the quantity received, the quantity of 200 pcs of installment 02 of order 1,600 is partially allocated.
| |||||
Close Schedule | When selected, it indicates the purchase order installment will be closed when the document is updated. | |||||
Update reversal | When selected, it indicates the stock update occurs during the document update. | |||||
Service item | When selected, it indicates the item is of service.
| |||||
Ledger Account | Enter the ledger account number for item transfer in stock. This account is required for items that have control type: physical, consigned or direct debit. For total control items, this is only needed if the item must be appropriated directly to a specific account, not to stock. | |||||
Cost Center | Enter the cost center related to the ledger account, when the account uses cost center. | |||||
Production Order | Enter the production order number to be considered for the item, when the purchase is directed to a specific production order. | |||||
Parent Item | Display the code of the parent item of production order. | |||||
Script | Display the number of manufacturing script of production order item. | |||||
Operation | Display the operation number of production order item. | |||||
Tag Quantity | Enter the quantity of tags to be printed with barcodes for the item being received. This field is only enabled if the item is registered in module Data Collection. | |||||
Concession Act No. | Display the number of concession act entered in shipping order, which you may change when the document's operation nature is of drawback type.
| |||||
Supporting Tax Documentation | Enter the number of Supporting Tax Documentation.
| |||||
Withh Code | Enter withholding code.
|
Tela Inclui Item Documento – Pasta Valores
Document Item Add Screen - Values Folder
Field: | Description: |
Refund | When selected, it indicates this is a refund item |
Campo:
Descrição:
.
|
Será exibido somente se o documento for do tipo Liquidação de Compras Eletrônica e será habilitado somente se for item de débito direto e não exista outro item em que este parâmetro esteja marcado. Se existir documento de reembolso vinculado, não será possível desmarcar o campo. Se for selecionado, todos os campos da aba Valores ficarão desabilitados, com quantidade um e valores zerados.
Cotação Dia
Inserir a quantidade recebida do item na unidade de medida do fornecedor.
Essa quantidade é assumida do pedido de compra, quando informado. Essa quantidade pode ser alterada. Quando alterada, a quantidade será consistida contra o percentual e/ou limite de variação permitido para o item. O percentual e o limite de variação permitido para o item é parametrizado por intermédio da função Manutenção Item x Estabelecimento do Recebimento (RE0115) e função Manutenção Itens Recebimento (RE0106).
Mais detalhes, estão disponíveis no conceito Variação de Quantidade e Valor no Recebimento.
Indicar se o preço do item possui o IVA incluído ou não.
Caso seja informado um pedido e ordem de compra cuja cotação indique que o IVA está incluído, esta informação será replicada neste campo e o valor da cotação será copiada para o campo "Preço Unitário com IVA". Se a cotação não incluir IVA, os campos "IVA Incluído" e "Preço Unitário com IVA" serão desmarcados e desabilitados.
Quando não informado pedido e ordem de compra, o campo "IVA Incluído" será habilitado.
Inserir o preço unitário isento da mercadoria. Este campo será habilitado apenas quando o campo "IVA Incluído" estiver selecionado. O "Preço Unit" será calculado somando o valor isento com o valor calculado no campo "Preço Unitário com IVA".
Inserir o preço unitário da mercadoria com o IVA incluso. Este campo será habilitado apenas quando o campo "IVA Incluído" estiver selecionado. O "Preço Unit" será calculado descontando o valor do imposto conforme o imposto informado para o item na função Item Materiais.
Inserir o preço unitário gravado da mercadoria. Este valor irá compor o preço total do item.
Inserir o preço unitário não gravado da mercadoria. Este valor irá compor o preço total do item.
Inserir o preço unitário isento da mercadoria. Este valor irá compor o preço total do item.
Exibe o valor do preço unitário do item do documento.
Esse valor é assumido do pedido de compra quando informado e pode ser alterado.
Exibe o valor total do item do documento, quantidade item x preço unitário.
Esse valor pode ser alterado. Quando alterado, será consistido contra o limite de variação permitido para o item. O limite de variação permitido para o item é parametrizado por intermédio da função Manutenção Item x Estabelecimento do Recebimento (RE0115) e função Manutenção Itens Recebimento (RE0106).
Mais detalhes, estão disponíveis no conceito Variação de Quantidade e Valor no Recebimento.
Tela Inclui Item Documento – Pasta Impostos
...
Objetivo da tela:
...
Ao acionar a pasta Impostos na tela Inclui/Modifica Item Documento, é apresentada a tela com os impostos relacionados ao item, permitindo algumas ações, conforme abaixo:
Outras Ações/Ações Relacionadas:
...
Descrição:
...
Modificar
...
| Informações | ||
|---|---|---|
| ||
|
Tela Inclui/Modifica Imposto Remito
...
Objetivo da tela:
...
Essa tela é apresentada ao acionar o botão Incluir ou Modificar, localizados na tela Inclui Item Documento – Pasta Impostos. Nessa tela é possível efetuar a inclusão e modificação de impostos relacionados ao item.
| |||
Day Quotation | Display the quotation value of local currency, used for conversion of purchases into foreign currency. | ||
Issuing Qty | Enter the quantity received of item in supplier measurement unit. This quantity is obtained from the purchase order, when entered. You may change this quantity. When changed, the quantity is matched against the percentage and/or limit of variation allowed for the item. The percentage and variation limit parameters allowed for the item are set through function Item x Receipt Site Maintenance (RE0115) and function Receipt Items Maintenance (RE0106). Further details are available in the concept Variation of Quantity and Value in Receipt. | ||
Our Qty | Display the item quantity converted to our measurement unit. | ||
IVA Included | Enter whether the price of the item includes IVA or not. If you enter an order or purchase order the quotation of which indicates the IVA is included, this information is replicated in this field and the quotation value is copied to field "Unit Price with IVA". If the quotation does not include IVA, fields "IVA Included" AND "Unit Price with IVA" are deselected and disabled. When the order and purchase order are not entered, field "IVA Included" is enabled. | ||
Exempt Unit Price | Enter the exempt unit price of the goods. This field is only enabled when field "IVA Included" is selected. The "Unit Price" is calculated by adding the exempt value to the value calculated in field "Unit Price with IVA". | ||
Unit Price with IVA | Enter the unit price of goods with IVA included. This field is only enabled when field "IVA Included" is selected. The "Unit Price" is calculated by deducting the tax value in accordance with the tax entered for the item in function Materials Item. | ||
Saved Unit Price | Enter the saved unit price of the goods. This value composes the total price of the item. | ||
Unit Price Not Saved | Enter the unit price not saved of the goods. This value composes the total price of the item. | ||
Exempt Unit Price | Enter the exempt unit price of the goods. This value composes the total price of the item. | ||
Unit Price | Display the unit price of document item. This value is obtained from the purchase order, if entered, and you may change it. | ||
Total Price | Display the total value of document item, item quantity x unit price. You may change this value. When changed, it is matched against the variation limit allowed for the item. The variation limit parameters allowed for the item is set through function Item x Receipt Site Maintenance (RE0115) and function Receipt Items Maintenance (RE0106). Further details are available in the concept Variation of Quantity and Value in Receipt. | ||
Discount | Enter the total discount value for the document item. | ||
Net Weight | Enter the net weight of the item. The weight of the item registered in function Receipt Items Maintenance (RE0106) is set as default, in accordance with the received quantity of the item. | ||
Expenses | Enter the expenses value for the document item. | ||
Freight | Enter the freight value for the document item. |
Document Item Add Screen - Taxes Folder
Purpose of the Screen: | When you activate the folder Taxes on screen Add/Edit Document Item, a screen with the taxes related to the item is displayed, allowing some actions as shown below: |
Other Actions/Related Features:
Action: | Description: |
Add | Press this button to display the screen "Add/Edit Remittance Tax" (RE3001B1), through which you can add taxes to the document. |
Edit | Press this button to display the screen "Add/Edit Remittance Tax" (RE3001B1), through which you can perform maintenance of the tax selected. |
Delete | Press this button to delete the tax selected. |
| Informações | ||
|---|---|---|
| ||
|
Add/Edit Remittance Tax Screen
Purpose of the Screen: | This screen is displayed when you press the buttons Add or Edit, located on screen Add Document Item - Taxes Folder. On this screen, you can add and edit taxes related to the item. |
Main Fields and Parameters:
Field: | Description: | |||||
Tax Code | Enter the tax code of item. | |||||
Rate Perc | Enter the tax percentage. | |||||
Base value | Enter the base value of tax. | |||||
Tax Value | Enter the total value of tax. This is automatically calculated in accordance with the percentage entered, though you can change it.
| |||||
MN Tax Value | Enter the total value of tax in local currency. This is automatically calculated in accordance with the percentage entered, though you can change it |
Principais Campos e Parâmetros:
Campo:
Descrição:
Cod Imposto
Inserir o código de imposto do item.
Quando a natureza de operação selecionada na tela Inclui Documento – Pasta Documento I (RE3001A) possuir o campo “Tipo Tributação” definido como Tributado, o sistema irá exibir como padrão o código parametrizado na função Manutenção Itens Recebimento (RE0106). Caso contrário, não será sugerido o código do imposto do item.
Inserir o valor base do imposto.
Inserir o valor total de imposto. É calculado automaticamente conforme o percentual informado, porém permite alteração.
| Informações | ||
|---|---|---|
| ||
Não será permitida a alteração. |
. |
Tela Inclui/Modifica Item Documento – Pasta Estoque
...
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas