Contents
General information
Items of voucher sort can be sold through the following documents:
It is also possible to issue a sales order for vouchers.
Sales of vouchers through receipt/sales invoice
With the use of a receipt or sales invoice it is possible to sell items of voucher type for which parameter Sell though debit memos is unchecked. An item marked as voucher is added to a document in the same way as an item of Merchanidise type, that is by entering voucher number or selecting an item corresponding to the voucher sort and completing voucher number property.
After confirming a receitp/sales invoice with vouchers:
- it is verified whether a voucher with a given number exists in the system
- the statuses of the vouchers added to the document are verified in order to avoid confirming of documents with vouchers whose statuses changed in the meantime
- the vouchers are activated
- date of sale, date of activation, values of vouchers, due date and location are updated
- the document is associated with vouchers added to it (the document will be displayed in tab Associated documents on voucher forms)
- a warehouse document SOR and associations between the R/SI and that document are created
It is possible to cancel or correct receipts and sales invoices including items of voucher type, provided that that item:
- is not selected as mean of payment on the document
- its status is Active
- it is not associated with a customer/vendor
- it is not expired
After canceling a document the status of an item of voucher type changes to Received in stock and in Changes History the following information appears: Back in Stock Due To Sales Document Cancellation. In the system, it is not possible to generate a value correction for documents containing items marked as vouchers.
Sales of vouchers through debit memo
With the use of a debit memo it is possible to sell items of voucher type for which parameter Sell though debit memo is checked and they have one of the following statuses:
- Received in stock (both with activated and deactivated sale below stock levels)
- Confirmed (with acitvated sales below stock levels)
To be able to sell through debit memos, it is necessary to open tab System → Configuration → Trade and activate parameter Handle debit/credit memos. /alert]
The list of debit memos is available in menu Sales, in Documents section, under [Debit Memos] button. In order to create new debit memo, open the list of debit memos from the level of the main menu and select [Add] button.
To add a voucher to a debit memo, select [Add] button, available above the list of vouchers and enter voucher’s code or, with the use of […] button, select in from the list of items of voucher type. Then, it is necessary to complete document details available in a panel on the left side. Value field is completed automatically on the basis of voucher’s value. If the value is equal to 0, the user can define it manually and it will be transferred onto the voucher. After confirming a debit memo containing vouchers:
- the statuses of the vouchers added to the document are verified in order to avoid confirming of documents with vouchers whose statuses changed in the meantime
- the vouchers are activated
- date of sale, date of activation, values of vouchers are updated
- aprropriate IR- warehouse documents are generated
- the document is associated with vouchers added to it (the document will be displayed in tab Associated documents on voucher forms)
- information about voucher activation will be saved in Change History.
Sales order
Sales orders can be issued for items of voucher type with unchecked parameter …. Issuing of SO documents for items of voucher type is performed in the same way as in the case of sales orders for other items.