Seitenhistorie

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• Documents

  • Documents are e.g. sales orders, delivery notes, outgoing invoices, credit notes, purchase orders or incoming invoices. They are all structured quite similarly
  • All documents follow their own state models with firmly defined state changes (see Status model).
  • Documents should not be deleted, but rather transferred to the status Storniert (if possible), so that e.g. stock reservations that have been made are cleanly rolled back.
  • A document contains information about the customer, addresses, contacts and language; with appropriate customer configuration, these are filled automatically after selecting the customer
  • The language determines the language in print forms and emails
  • The editor is filled automatically with appropriate configuration (see topic Employees)
  • The VAT rate is determined automatically based on the country group of the country of the delivery address.
  • The actual tax rate is derived from the VAT rate and the quotation date VAT [%] automatisch ermittelt
  • A discount can be specified for the entire document and for individual items
  • On the topic of Text blocks and Remarks (internal) see topic Print outputs

• Quotation

  • For general properties see topic Documents
  • A sales order is automatically generated from an accepted quotation. Further sales orders can be generated via the object generator.
  • The job Setze alte Angebote auf Abgelaufen sets quotations in the status Offen to the status Abgelaufen, when the date Gültig bis erreicht wurde was reached
  • The date Gültig bis on the state change to Offen from the current date and the Nuclet parameter Gültigkeitsdauer von Bestellvorschlägen is calculated.

• Sales order

  • For general properties see topic Documents
  • It can be created from a quotation or created directly
  • Delivery notes and invoices can be created from a sales order via the object generator
  • As soon as a sales order reaches the status Bestätigt the required material is reserved and is no longer available for other sales orders

• Delivery note

  • For general properties see topic Documents
  • It ensures the articles are booked out of the warehouse

• Outgoing invoice

  • For general properties see topic Documents
  • The job Setze alte Ausgangsrechnungen auf Überfällig sets outgoing invoices in the status Offen to the status Überfällig, when the date Fällig am has been reached.
  • The date Fällig am on the state change to Offen is calculated from the current date and the payment term.

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• Purchase requisition

  • For each stock level record, a minimum stock level and a reorder quantity can be defined
  • If (stock - reserved + ordered) < minimum stock, the job Erzeuge Bestellvorschläge automatically creates a purchase requisition with the specified reorder quantity for this article and the default supplier
  • The job Setze alte Bestellvorschläge auf Abgelaufen sets purchase requisitions in the status Entwurf after x days (Nuclet parameter Gültigkeitsdauer von Angeboten) to the status Abgelaufen 
  • From a purchase requisition in the status Freigegeben a purchase order can be generated.

• Purchase order

  • For general properties see topic Documents
  • It can be created manually or generated from a purchase requisition. 
  • For each purchase order item, goods receipts can be created until each item has been delivered.
  • Goods receipts increase the stock level
  • The job Setze alte Bestellungen auf Überfällig sets purchase orders in the status Bestellt to the status Überfällig, when the date Fällig am erreicht wurde was reached
  • The date Fällig am on the state change to Bestellt from the current date and the Nuclet parameter Fälligkeit Bestellungen is calculated.
• Incoming invoice
  • For general properties see topic Documents
  • An incoming invoice primarily serves to record the data of an invoice received for a purchase order
  • It has no further influence on other BOs

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