Setting up Purchase Discounts and Costs
This chapter describes how to set up purchase discounts and costs so that these can be selected in purchase documents by using the functions Add Purchase Discount or Add Purchase Cost.
This chapter is divided into the following sections:
Setting up item charges for purchase discounts
This section describes how to set up item charges for purchase discounts.
To set up item charges for purchase discounts, please proceed as follows:
- Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Item Charges.
- The page Item Charges is displayed. In the table you find all created item charges.
- Click New in the menu bar to create item charges for a purchase discount.
- Complete the following information:
| Column | Description |
|---|---|
| No. | In this field, enter the number or the code for the item charge of the purchase discount. |
| Description | In this field, enter more detailed information on the usage of the purchase discount. |
| Type | In this field, choose the type Purchase Discount. If you want to use the item charge in both sales and purchase documents, choose the value Purchase & Sales Discount instead. |
| Calculation Entry Type | Select a calculation entry type for this field. Please click here for more information regarding calculation entry types on item charges. |
| Gen. Product Posting Group | In this field, enter the product posting group so that when transactions are made for this item charge, the general ledger account is linked according to the general posting setup. |
| VAT Prod. Posting Group | In this field, enter the VAT product posting group so that when transactions are made for this record, the general ledger account is linked according to the VAT general posting setup. |
| Search Description | In this field, enter words used for searching the respective item charges for the purchase discount. |
| Automatic Allocation | Activate this boolean if you want to use the automatic allocation functionality. |
| Allocation Type | In this field, enter an allocation type for the automatic allocation. |
| Dimension Handling | In this field, specify how the dimensions for the item charge should be handled. |
You have set up item charges for a purchase discount. This item charge for the purchase discount can now be added in purchase documents.
Setting up item charges for purchase costs
This section describes how to set up item charges for purchase costs.
To set up item charges for purchase costs, please proceed as follows:
- Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Item Charges.
- The page Item Charges is displayed. In the table you find all created item charges.
- Click New in the menu bar to create item charges for purchase costs.
- Complete the following information:
| Column | Description |
|---|---|
| No. | In this field, enter the number or the code for the item charge of the purchase costs. |
| Description | In this field, enter more detailed information on the usage of the item charge for the purchase costs. |
| Type | Select the type Purchase Costs for this field. If you want to use the item charge in both sales and purchase documents, choose the value Purchase & Sales Costs instead. |
| Calculation Entry Type | Select a calculation entry type for this field. Please click here for more information regarding calculation entry types on item charges. |
| Gen. Product Posting Group | In this field, enter the product posting group so that when transactions are made for this item charge, the general ledger account is linked according to the general posting setup. |
| VAT Prod. Posting Group | In this field, enter the VAT product posting group so that when transactions are made for this record, the general ledger account is linked according to the VAT general posting setup. |
| Search Description | In this field, enter words used for searching the respective item charge for the purchase costs. |
| Automatic Allocation | Activate this boolean if you want to use the automatic allocation functionality. |
| Allocation Type | In this field, enter an allocation type for the automatic allocation. |
| Dimension Handling | In this field, specify how the dimensions for the item charge should be handled. |
You have set up item charges for purchase costs. This item charge for purchase costs can now be added in purchase documents.