Template Detail Lines
LINKS TO OTHER FILES: The Add and Edit options will allow you to access (using the F4 key in fields that allow it) maintenance for the following:
- Product code (of the company that owns the product file)
- Categories (of the company that owns the product file)
- Tax code
In the product code, press the F8 key to search for products by substrings in their name. For example, when the string 'computer' is entered, the program will display all products containing this word in the description so you can make your selection.
Quantity: This is only required if the unit price is entered.
Product code: This is not required, but must exist if entered. If entered, by default the program will use for product the category code, the unit price according to the price schedule applied to the customer, the apply discount (Y/N) field and the tax class. All these data can be changed in each line.
Category code: This is not required, but must exist if entered.
Product or description: This is not required.
Unit price: This is not required.
Discount base: This is not required. If the quantity and price have been entered, this will be automatically calculated.
% Discount: This is not required. If a % is entered, this is calculated according to the discount base.
Discount amount: This is not required. If a % discount has been entered, it will be automatically calculated using the discount base. If a % is not entered, a fixed amount can be entered.
Amount: This is not required. It will be automatically calculated (discount base - discount amount).
Apply general discount (Y/N): This is required if there is an amount. The general discount will only be applied to the amounts in the field = Y.
Tax class code: This is required if there is an amount. If entered, it should exist in the tax class file of the company.
Line number: This is used to insert or change the line positions. Whenever a line is added, the program assigns it a number in increments of 10 (10, 20, 30, etc.). To place line 30 between line 10 and line 20, change number 30 to number 25 and so on.
To delete lines: Go to the line to be deleted and press CTRL+Del.