Enter service purchase

This form is used when item tracking is not required (although items may still be of the “service” type). It allows for faster and simpler data entry, but lacks certain functionalities—such as item pricing, discount clearing, Intrastat, etc. The expense general ledger (GL) account is specified directly, rather than through item settings.
The upper section of the service purchase order fields includes:

Basic Information

Supplier Code – Selectable customer code (ID) to whom the sale is intended.
Invoice Date – Specifies the financial date of the transaction. This will also become the invoice date.
Invoice Number – Indicates the invoice number.
Name – Displays the customer’s name.
Currency – Transaction currency code.
Prices Include VAT – Checkbox to indicate whether the entered amount should be interpreted as VAT-inclusive. Example: If the sale amount is €100 and the checkbox is not selected, then with a 21% VAT rate, the total will be €121. If the checkbox is selected, then €100 is treated as the VAT-inclusive total. The net amount will be €82.65 and VAT will be €17.35.
Journal Number – System-generated sales order number.
VAT Code – Displays the customer’s VAT payer code. If not specified in the customer card but entered here, it will be automatically saved to the customer card.
Exclude from iSAF – Checkbox to exclude the registered invoice from the iSAF registry.
Note – Comment about the sale.

Financial Information

GL Link – Registers the customer’s portion to the general ledger account.
Payment Method – Indicates how the customer will make the payment.
Payment Terms – Defines how the due date is calculated.
Invoice Type – Specifies the type that is transferred to the iSAF registry.
Document Date – Specifies the document date, which may differ from the posting date.
Due Date – Manually entered payment deadline.
VAT Group – Customer/supplier VAT code used when creating order lines.
VAT Code – Field for direct VAT registration (e.g., import VAT), in which case the full amount is recorded in the VAT module as a payable tax.

Attributes

Division – Attribute assigned to the customer’s portion indicating the division.
Project – Attribute assigned to the customer’s portion indicating the project.
Product – Attribute assigned to the customer’s portion indicating the product.

If no corresponding attribute is specified in the invoice line, it will be copied from this section.

Address

Street – Select or enter the delivery street.
City – Select or enter the delivery city.
Country – Select or enter the delivery country.
Postal Code – Select or enter the delivery postal code.

Service order lines include the following fields:

where:

Item Description – Describes the sales line, usually indicating the service description. You can select from the list of services, which will automatically populate the relevant fields (description, GL account, VAT, amount, attributes) from the service card.
Quantity – Specifies the quantity.
Amount – Entered or calculated amount.
GL Account – Specifies the general ledger account, usually an income account.
Item tax group – Selects the VAT code for the item.

Icons:

– deletes the line.

– opens the attribute assignment window for the line.

The bottom section includes the following buttons:

First three typical buttons:

Add Line – Adds a new order line.
Save – Saves the order data to the server.
Post – Financially posts the order (records it in the general ledger and related modules) and generates the invoice.

Other buttons:

Delete – Deletes the entire order.
Adjust tax amounts – Allows manual correction of the VAT amount calculated by the system.
View amounts – Displays various totals for the entire order, such as: Amount, VAT, and Final Total.
View report – Generates a purchase report.
Ledger transactions – After posting, shows the generated general ledger entries related to this order. Until the order is posted, the link remains inactive.
Upload Invoice File – Allows uploading a scanned image file of the invoice.