Manual entry of a calculation

Related pages

• Services tab in the order

• Voucher types tab in FINANCIAL INTERFACE

Click the context menu item Add line or press the down arrow on the keyboard to make manual entries on the Calculation tab.

The Reference number field on the Calculation tab within the Services tab automatically displays the reference number of the service order.

Calculation tab in the Services tab → Display of the reference number:

Open

• When using the Calculation main tab, press F2 or double click to open a search mask.
  → This mask contains the file number with asterisks by default and displays all available service orders.

• Transfer a service order into the calculation by activating the checkbox left of the line.

Activate service order:

Open

• When using the Calculation main tab it is not necessary to enter the reference number for the creation of outgoing vouchers.

Billing code, Single amount, Voucher type, Account type und Account (number) are required fields.

The voucher type is pre-assigned with R1 = accrual expenses and the account type is pre-assigned with K. 
→ If necessary, this can be changed via the dropdown menu.

→ The account type automatically changes to D as soon as you select a voucher type other than R1.

When creating a billing line (voucher types R-invoice and G-credit note) on the Calculation tab, the address of the client is automatically entered as the voucher recipient in the file.

If you change the voucher type, the application checks whether this combination of account type and voucher type is allowed (basic data COMPANY→ FINANCIAL INTERFACE → VOUCHER TYPES).

If the account type of the client is not allowed for the voucher type, the voucher recipient will not be pre-assigned.