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Projects:GrossAmountsinInvoiceLines UserManual

GROSS AMOUNTS IN INVOICES AND ORDERS USER GUIDE

Contents

Abstract and Justification

“Gross Amounts in Invoices and Order Lines” is a new OB ERP feature delivered as a commercial module which is intended to allow the end-user to enter Gross Amount Order and Invoice lines, or in other words, this new feature will allow the end user to enter in the system Order and Invoice Lines including taxes like VAT, by entering Gross Amounts lines.

User Goals

This feature will allow the end-user to:

It is important to remark that there are new price related fields being added at Purchase/Sales Order & Invoice line level.

Prerequisites

Installation of the *.obx file for "Gross Amounts in Invoices and Orders" feature:

Now your application is set up with the "Gross Amounts in Invoices and Orders" feature.

In this feature, Gross Fields like Gross Unit Price, Gross Standard Price(in case of Purchase/Sales Orders), Gross Unit Price, Edit Gross Amounts, Line Gross Amount and Tax Amount(in case of Purchase/Sales Orders) are new fields which are developed as a part of module development.

The Net Fields like Net Unit Price, Net Standard Price(in case of Purchase/Sales Orders), Net List Price and Edit Net Amounts are developed as a part of core enhancement.

User interface Changes

1. The following two fields in 'Status section of the Purchase/Sales Invoice/Order Header tab have been renamed as follows,
1.1 Summed Line Amount as Total Net Amount
1.2 Grand Total Amount as Total Gross Amount

Purchase/Sales Invoice - Header

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Purchase/Sales Order - Header

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2. The following 6 new fields have been added in the Purchase/Sales Invoice Lines tab (highlighted in blue color).
2.1 Tax Amount
2.2 Gross Unit Price
2.3 Gross List Price
2.4 Gross Standard Price (in case of Purchase/Sales Orders)
2.5 Line Gross Amount
2.6 Edit Line Net Amounts - this flag is used to allow the end-user to edit the Line Net Amount field.
2.7 Edit Gross Amounts - this flag is used to allow the end-user to edit Line Gross Amounts, including Line Gross Amount.
3. In Purchase/Sales Order/Invoice Lines tab, the following fields have been renamed (highlighted in red color).
3.1 Unit Price as Net Unit Price
3.2 List Price as Net List Price
3.3 Standard Price as Net Standard Price (in case of Purchase/Sales Orders)
4. In Purchase/Sales Order or Invoice Lines tab, the Line Net Amount field is editable whenever the end-user select Edit Net Amounts flag.

Purchase/Sales Invoice - Lines

Procurement/Sales Management || Transactions || Purchase/Sales Invoice || Header >> Lines

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Purchase/Sales Order - Lines

Procurement/Sales Management || Transactions || Purchase/Sales Order || Header >> Lines

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User Scenarios

Scenario 1 - An End-user entering a Gross amount Purchase/Sales Order or Invoice.

In this scenario the end-user has to enter a Purchase or a Sales Invoice by entering gross Amount order or invoice lines. For doing that the end-user needs to navigate to “Procurement/Sales Management – Transactions – Purchase/Sales Invoice” from Application Menu and enter in the following information.

Once the above is done the end-user has to navigate to “Lines” tab, create a new line and select the product/item to be invoiced/ordered as well as enter the corresponding “invoiced quantity” or "ordered quantity". If the Tax is already associated with the product, then the Tax is automatically populated else the end-user has to choose appropriate "Tax" from the drop down box.

For example:

Line 10,

After selecting the Product, the Line Net Amount, Gross Unit Price, Gross List Price, Gross Standard Price(in case of Purchase Order) and Tax Amount are calculated based on the Net Unit Price associated with that product which we selected.

In this example, since Net Unit Price is 161,21, then

Now, In case the end-user needs to modify Line Gross Amount manually, the end-user would need to

After that the system should do below calculations:

Invoice/Order Totals will be as shown below in Purchase/Sales Invoice or Order Header:

In case the end-user change any other Gross field, the system should do the corresponding re-calculations.

Scenario 2 - An End-user entering a Net amount Purchase/Sales Order or Invoice

In this scenario the end-user has to enter a Purchase/Sales Invoice by entering Net Amount Lines. For doing that the end-user needs to navigate to “Procurement/Sales Management – Transactions – Purchase/Sales Invoice” from Application Menu and enter in the following information.

Once the above is done the end-user has to navigate to “Lines” tab, create a new line and select the product/item to be invoiced/ordered as well as enter the corresponding “invoiced quantity” or "ordered quantity". If the Tax is already associated with the product, then the Tax is automatically populated else he has to choose appropriate "Tax" from the drop down box.

For example:

Line 10,

After selecting the Product, the Line Net Amount, Gross Unit Price, Gross List Price, Gross Standard Price(in case of Purchase Order) and Tax Amount are calculated based on the Net Unit Price associated with that product which we selected.

In this example, since Net Unit Price is 150,00, then

Now, In case the end-user needs to modify Line Net Amount manually, the end-user would need to

After that the system should do below calculations:

Invoice/Order Totals will be as shown below in Purchase/Sales Invoice or Order Header:

Note: When the Edit Line Net Amounts check box is checked, all "Gross Fields" like Gross Unit Price, Gross List Price, Tax Amount and Line Gross Amount are set to read-only. When the Edit Gross Amounts check box is checked, all "Net Fields" like Net Unit Price, Net List Price, Tax Amount and Net Gross Amount are set to read-only.

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