You can find the sales order overview under
Accounts receivable/Sales/Sales orders.
In the Sales Order overview, you can create sales orders, print order confirmations and delivery notes, and post sales invoices.
Your items must be set up in the inventory module first, but it is also possible to invoice without using item numbers.
Note! The
Sales menu item can only be seen if you have checked the
Order box under
Company/Maintenance/Turnfeatures on/off
Videos for orders
Introduction to order and procurement management
Order management
Reserving items for sales orders
Repeat orders and subscription management
Efficient tracking of packaging consumption
Description of fields - Sales order
Description of the fields on the sales order
| Field name |
Field Description |
| Accounts |
|
| Account |
Select debtor account |
| Account name |
The name of the selected debtor is displayed here |
| Created |
Date and time the sales order was created |
| Balance |
Balance on the debtor |
| Overdue balance |
Overdue balance on the debtor |
| Credit limit |
Credit limit on the debtor, added/changed on the debtor card |
| Contact person |
The debtor's contact person can be selected here.
Note: The contact selected here will receive all documents sent from the sales order if it is set up on the contact person. |
| Reference |
|
| Their ref |
Text field to note your reference |
| Requisition |
Text field to note requisition.
Note: When creating purchase order from sales order, this field is transferred to the purchase order header. |
| Our ref |
Text field to note our reference
Note: When creating a purchase order from sales order, this field is transferred to the purchase order header. |
| Purchase order |
The reference between purchase and sales order is saved when creating an order from another order. The link can also be made directly from the order card. Read more about this here. |
| Customs number |
|
| Commentary |
|
| Orders |
|
| Group of products |
An order group can be entered here. This can be used, for example, if there is a desire to invoice certain groups in an overall mass invoicing. |
| Order number |
The order number is shown here. This is retrieved from the attachment series. |
| Delivery date |
If the delivery date is changed on the order header, the date will automatically change on the order lines where no delivery date is specified. Order lines with a date will not be changed.
The delivery date is shown in the reservation image in the item record and can be limited on the delivery date in the reorder list.
The stock report Demand overview shows demand broken down by delivery date. |
| Delivery date confirmed |
Check the box if the delivery date in the field above has been confirmed to the customer.
This field is for internal information only and there are no additional functions associated with this field. |
| Final discount % |
If a discount is to be applied to the entire order, the rate can be entered here.
NOTE: If the order is invoiced as a Project invoice with a Revenue type, it is not possible to invoice with a final discount. If this is attempted, this message will appear.
 |
| Payment format |
|
| Payment options |
|
| Due date |
|
| Shipping and handling |
|
| Delivery condition |
|
| Employee |
Here you can select the employee responsible for the order. |
| Equalization |
If the order is settled via an invoice number, the number is here. |
| Fast text |
Here you can specify a fixed text that is always carried over to the financial transaction. Read more here. |
| Currency code |
If you want to use a different currency code than the one selected on the customer, you can set it here. |
| Exchange rate |
Here you can enter an agreed exchange rate on the sales order. The exchange rate must be entered in the company currency.
Example:
A company in Norwegian currency selling to a Danish company, the currency must be entered for 1 DKK converted to NOK. A Danish exchange rate of 0.625227 has been agreed for 1 NOK, this is converted to the Norwegian amount, company currency: 1/0.625227 = 1.599419, which must be entered in this field. |
| Price including VAT |
Check if the prices on the order include VAT |
| VAT code |
Here you can set the VAT code on the punch order if the VAT code should differ from the debtor's VAT code. |
| Special offers |
|
| Size |
The fields must be enabled under Company/Maintenance/Preferences and the Lager box |
| Weight |
Total weight of the items in the order if weight has been created for the items |
| Volume |
Total volume of the items in the order if a volume has been created for the items |
| Carton |
Total number of cartons for the items in the order if carton quantity has been created on the items |
| Delivery address |
|
| Delivery name |
Read more about 'Tips and Tricks' with debtor information and delivery address here.
Read about which delivery addresses are printed on invoices here. |
| Delivery address 1, 2 and 3 as well as delivery item number, city and country |
Delivery addresses can be entered here. If the same "delivery address" is to be used several times, it is recommended to create a "delivery address". Read more here. |
| Delivery contact person, Delivery phone and Delivery email |
Additional delivery fields that can be filled in with delivery information. |
| Order confirmation printed |
|
| Pick list printed |
|
| Delivery note printed |
|
| Last delivery note |
|
| Delivery address |
Select the shipping address from the dropdown list. |
| Invoice address equal to delivery address |
Check if the invoice address should be the same address as the shipping address entered. |
| Invoice |
|
| Revenue account |
Only set if the account should differ from the Accounts Receivable or Item Group setup |
| Posting text |
When invoicing a sales order, the posting text will default to "Customer name, Invoice: #". In the Posting text field, you can enter a different text if you do not want this default text. |
| Invoice account |
If nothing is set, the invoice account is taken from the debtor if it is set. If no invoice account is set for the debtor, the debtor's own account is used. If an invoice account is set on the debtor and another invoice account is to be used, this account is set here. The debtor's own account can also be used if this particular order is to go to the debtor itself and not to an invoice account. |
| Delete order after invoicing |
If this field is checked, the order is deleted when it is fully invoiced.
This parameter requires that there is also a check in the Delete fully invoiced order line field, so the order lines are deleted as they are invoiced, and when the last line is invoiced, the order will also be deleted if this parameter is checked. |
| Delete complete invoiced order line |
Checking this box will delete the individual lines when they are fully invoiced. |
| Repetition |
This field is used for orders that need to be invoiced again and again, e.g. subscription invoicing. In this field, select how often the order should be invoiced.
The Delete order after invoicing and Delete complete invoiced order line should not be checked for orders that will be invoiced multiple times.
In the Next invoice field, you can enter when the order should be invoiced next.
Under layout groups, a specific invoice setup can be used to send out subscriptions. See also Layout groups. |
| Last invoice |
The field is automatically updated by the system with the last invoice date. |
| Next invoice |
In this field you can enter when the order should be invoiced next. The field is used together with the Recurrence field.
The field is automatically updated with a new date when the order is invoiced. The new date is automatically calculated based on the value in the Recurrence field . The field can be used as a delimiter when repeat orders are invoiced via Accounts Receivable/Sales/Mass Update. |
| Subscription end date |
In this field you can enter when the recurring order should end. For example, when a subscription ends.
The field can be used for delimitation when repeat orders are invoiced via Accounts Receivable/Sales/Mass Update . |
| Price list |
If a price list is to be used on this order or a different price list is to be used than the one on the debtor, the price list can be set. Read more here. |
| Layout group |
If you want to use a specific layout group on the sales order or if you want the layout group to differ from the layout group selected on the debtor, you can select it here. Read more here. |
| Invoice date |
Used to set a specific invoice date. It is not recommended to set this date on a subscription order. If an invoice date is set here, changing the date in the invoicing prompt will not apply.
 |
| Distribution |
If an invoice needs to be accrued, you can select a distribution here. Read more here. |
| Update stock |
Used when using a project so that the item is not updated in the warehouse multiple times. |
| The project |
|
| Project number |
When invoicing from project or to project, the project number must be filled in. Read more here. Invoicing in Project |
| Type |
Here you can select the invoicing method by selecting the type of project. Read more here. Invoicing in Project. Uniconta does not select a type automatically. If no type is selected, this message will appear.
 If you always want a revenue type, the "default" field can be set to either a revenue type. Read more here. Project types Invoices from the project module can be invoiced with item numbers. A flag is set on the item lines so that no item deductions need to be made. Remember to omit these lines in inventory statistics. |
| Task |
If a task is selected at final invoicing, the task will appear here. Task applies to the entire order. The field can be filled in so that the work area is filled in on project items. |
| Workspace |
The field can be filled in so that workspace is filled in on project records. |
| Approval |
Description of the product |
| Approve |
Select the employee to approve the order.
This field is only displayed if the Approve sales orders field is checked under Company/Maintenance/Preferences. The field is automatically overwritten when the order is approved if a different user approves the sales order than the one specified in this field. I.e. if it is selected in this field that employee AA should approve the order, but it is employee BB who approves the order, this field will automatically be changed to BB when BB approves the order. In the invoice archive under Accounts receivable/Reports/Invoices, the Approve field can also be seen on the posted invoice. |
| Approved |
If the order is approved by selecting the Approve button on the sales order overview, this field will be filled in.
The Approved field can also be filled in manually. Note! If the order is approved by a user other than the employee selected in the Approve field, the Approved field is automatically updated with the current approver.
This field is only displayed if the Approve sales orders field is checked under Company/Maintenance/Preferences. |
| Approved on |
If the order is approved by selecting the Approve button on the sales order overview or by checking the Approved box above, this field is filled in with the date and time of approval when the order is saved.
This field only appears if the Approve sales orders box is checked under Company/Maintenance/Preferences. |
| ESG |
Description |
| Packaging end user |
Select if the end customer is a consumer (Household) or a company (Business) |
Description of buttons (Order overview)
Description of the buttons on the ribbon.
| Button |
Button description |
| Create order |
Create a new sales order with accounts, reference, order, delivery address, dimensions and invoice. |
| Edit an existing sales order |
Edit an already created sales order |
| Update |
Updates all information and corrections. |
| Filter |
Use the drop down list to select what you want to filter and sort by. You have the option to save, delete, edit or retrieve a saved layout. To be described under General functions |
| Layout |
You have the option to save, delete, edit or recall a saved layout. To be described under General functions |
| Order lines |
Create order lines with item number, sizes, color, text, price, etc. ATTENTION. For large amounts of data, it is recommended to disable column search. See more under Profile
If you add the Customer/supplier item number field to the order lines, you can look up your own item number by entering the customer's item number in this field. The function requires that the item Customer/supplier item numbers is enabled under Company/Maintenance/Turn functions on/off. |
| Update document |
ATTENTION! If stock updates have been made via the below, you can only continue working with the individual order line via new stock updates. For example, changes in quantity will only happen with an update. If you want to remove stock updates, the line must be deleted and created again.
Order confirmation
Updates generated order confirmations, view printout or update inventory status. Delivery note
Updates generated delivery note. The delivery note contains information about the order, including items, quantity, price etc. If you check the Update inventory status box, the following happens:
- On an order confirmation, this means that an order line changes status in "inventory management" from "none" to "reserved"
- On a delivery note, this means that the "delivered" field is updated and thereby deducted from the stock.
- An email can now be sent. ATTENTION! If 'update inventory status' is not checked, the email will not be sent.
- Last delivery note number is saved on order and invoice. (This only happens when updating stock levels)
ATTENTION: If delivery notes are enabled in "turn functions on/off", then "update" is used when printing the delivery note.
When this is set, the "delivered" field on the order line is updated.
If you want the delivery note printed again with "update". Then update with 0 pcs. then no delivery note comes out. So if a delivery note needs to be reprinted, it must be done under Reports/delivery note.
Pick list
Updates the generated pick list on the sales order. A Pick List is always printed in the user's language and not the debtor's language
Pick lists can be sent to a specific email. A pick list can then be sent to a warehouse or similar. Read more here...
Invoice
Updates the generated invoice based on the sales order. It is possible to select other orders to be included in the invoice under 'Additional orders'. Only orders from the same debtor are shown. Orders with different currency codes cannot be merged.
Post order to project
This option is selected if you want to pull the items specified on the order lines out of inventory and into the project specified in the Project field in the order header.
Note! It is important that the type in the Type field in the order header is of type 'Revenue', because only in this case will the stock entry with the stock pull to project be correct. A project type must be specified on the item numbers in the item catalog.
Note! Only items with a check mark in the Copy Project Order field under Project/Maintenance/Project Type are pulled from the warehouse/transferred to the project.
This means that if, for example, the order contains service item numbers for hours, you can specify on the type for these hours that the hours should not be pulled from the warehouse and transferred to the project in the Post order to project function. the Post order to project function, if the hours are instead registered on the project using the hours registration function |
| Invoices |
Can show saved invoices on the order. |
| Contacts |
You can add your contacts here. Read more under 'Email recipients' here. |
| Attachments |
Option to attach a note or document. The attachments are sent with the invoice if email sending is used. Remember to check the document types here that the files should be sent with.
OIOUBL attachments: If the 'Invoice' column is checked, documents attached to the invoice will be included in the XML file (they will be embedded) when OIOUBL is created. Max size per document is 0.5 MB. Maximum number of documents per XML file is 10. Read more about OIOUBL here.
To remove an attachment, click 'Delete'. Read more here. |
| Edit debtor |
Edit debtor master data |
| Copy purchase/sales order |
Copy a sales order, purchase order or quote.
Copy order to an existing order. |
| Approved |
If [approve sales order] is selected under preferences, the sales order can be approved here.
If a user tries to approve the order and gets the error message "Order not approved: Employee not specified", this is because the user trying to approve the order is not linked to an employee in the employee directory. To correct the error, the employee must be created in the employee directory and the Employee Login ID field must be filled in with the user's user ID. |
| All fields |
Shows content of all fields on a line. |
Button description - Create/edit sales order
When creating/editing a sales order, the following options are given on the ribbon
| Field name |
Field Description |
| Save |
Saves master information on the sales order |
| Save & go to lines |
Save master information and go to order lines |
| Cancel |
Cancel changes |
| Delete the order |
Delete the order |
| Templates |
Templates can be created. For example, standard setups for Danish and German customers.
Physical attachments or terms of delivery can also be attached. |
| Layout |
Customize the layout of the screenshot. |
Order lines
The sales order lines contain information about what is to be invoiced.
Note! The cost price on the order lines is the last cost price at which the item was purchased. The cost price on the order is only updated to the cost price model after you have invoiced and recalculated cost prices manually. Read more
here.
In this screen, Lager inventory and Stock items can be seen. Subtotals can be inserted between lines. Blank lines and text lines can be inserted.
Note! According to decimals for quantity, this refers to the setup of the item, whereby this can be set up/changed. Read more
here.
In addition, the BOM can be unfolded and invoiced on individual lines. Read more
here.
Productions can be created from the order line. A reference is created between these 2. Now you can jump to this reference in the pop-up menu.
Button description - Sales order lines
Description of the buttons on the ribbon below the sales order lines.
| Button |
Button description |
| Add line |
Adds a new order line. |
| Add items |
Allows you to add multiple items at once. Enter the quantity and click 'Generate'. |
| Add variants |
If you use variants, you can now quickly create many order lines for the same item with different variants. Enter an item number that has a variant and then use the "Add variants" menu. This will open a list of all possible variant combinations for this item. Enter "quantity" in the combinations you want to sell and click 'Generate'. |
| Copy line |
Duplicate selected order line to new order line. |
| Delete line |
Deletes the selected line. |
| Edit order |
Allows you to edit master information on the order. |
| Save |
Saves changes and corrections to the sales order. |
| Refresh |
Refresh the page. |
| Show photo |
Shows the photo/Url stored on the item. Read along here. NOTE: It is the reference in the Photo on item field that is displayed. If you want the URL to be displayed, you must add the URL in the Photo on item field. |
| Templates |
Add a previously generated template of an order or save the current one as a template |
| Layout |
Add existing layout or save current layout. |
| Create invoice |
Generate invoice from outside the sales order.
Option to print invoice immediately from the "Create invoice" dialog by clicking [Print immediately].
Option to select other orders to include in the invoice. Only orders from the same debtor are shown. |
| Document |
NOTE: If stock updates have been made via the below, you can only continue working with the individual order line via new stock updates. For example, changes in quantity will only happen with an update. If you want to remove stock updates, the line must be deleted and created again.
- Order confirmation
- Generate order confirmations, view printouts or update inventory status.
- Delivery note
- Generates a delivery note. The delivery note contains information about the order, including item, quantity, price, etc.
- Pick list
- Generates pick list on the sales order. A Pick List is always printed in the user's language and not the debtor's language.
- Pick lists can be sent to a specific email. With this, a pick list can be sent to stock etc.
- View invoice
- Quick view of the pro forma invoice - can also be activated via F7.
|
| Inventory |
Tap Inventory and inventory management for the item will appear in a new window. |
| Batch / serial numbers |
If a batch or serial number has been selected for the item, the list for the selected item can be displayed by clicking on the menu item. |
| Item reference |
- Warehouse transactions
- Shows stock transactions for the selected item
- Show order lines
- Shows which sales order/order lines the selected item is part of
- Show offer lines
- Shows which offers/offer lines the selected item is part of
- Show purchasing lines
- Shows which purchase order/order lines the selected item is part of
- Show production lines
- If the item is part of a production, you will see which production orders/lines the selected item is part of
- Product attachments
- Shows which documents are attached to the selected item
- The item's notes
- Shows which notes have been created on the selected item
|
| Marking out |
Marking means that the item(s) you buy is exactly the same as the item(s) sold. This means that DB and revenue can be accurately measured on individual sales and individual items. Read more here.
- Purchase lines
- Shows the current purchase line that the item is marked against.
- When copying a purchase order to a sales order, the item is automatically marked, giving a correct DB on the item in question.
- Warehouse transactions
- Shows the current inventory transaction that the item is marked against.
- Marking purchase lines
- If you do not copy a purchase order to a sales order, you can manually mark an item by clicking Mark purchase lines and selecting the purchase line to mark against the item in the sales order.
- Mark inventory transactions
- Select the current sales order line, with an already purchased item, by selecting the desired stock transaction.
|
| Insert subtotal |
Inserts subtotal on the order lines. |
| Parts list |
- Unfold BOM
- Unfolds a selected parts list.
- Create production
- A production can be created directly from the sales order lines. This creates a link between sales and production. When the production is finalized, the production price is written down to the cost price of the sales order line. Use of reference number. Read more about it
|
| Copy invoice |
Allows you to copy an order line from a posted invoice, to the same debtor, into the lines. A line can also be selected here to be inserted as a credit line. |
| Amount:
Cost value:
DB: |
DB and DG% are calculated based on amount and cost value. Amounts are default excl. VAT, and will differ DB and DG% on the lines if the customer has prices incl. VAT.
- Amount
- Shows the summed total amount on the lines
- Cost value
- Is the sum of the item card cost*number from the lines in the sales order
- DB
- Is the difference between Amount and Cost Value (Amount-Cost Value)
|
| User menu |
If you have created your own menu under Tools/Menus/Local menus, you will see this menu in your menu bar |
| All fields |
Shows content in all fields found on the order lines. |
Description of fields - Sales order lines
Description of selected fields on sales order lines
| Field on the order line |
Description of the field |
| Subtotal |
Checking the box indicates that the line is an inserted subtotal line. |
| Memo |
You can add a note on the order line. This can be printed on the report if the field is selected. (Only works in report generated reports) |
| Item |
The item number of the product is selected here. |
| Customer/supplier item number |
The field can be used to look up which of your item numbers corresponds to a given customer item number.
The field can only be used if the Item name groups function is used. Read more about this feature here. |
| Variant |
If there are variants on the item, these can be selected in this field. Read more about variants here... |
| Batch/serial no. is checked |
If the box is checked, a serial or batch number is associated. Read more about batch and serial numbers here... |
| Batch/serialr |
Instead of associating batch and serial numbers, they can be selected here. However, they must be created in advance and therefore the serial number is only sold 1 on the line. |
| Text |
To be filled in based on the selected item number. |
| Number of |
Number sold. Can either be filled in manually, or based on the Default sales count from the item card, or Preferences, "Set count to one" |
| Unit of measure |
To be filled in based on the selected item, from the item card. Another unit can be selected in the line. |
| EAN number |
To be filled in if the item uses an EAN number. Used for e.g. scanner |
| Price |
Takes the price from the item card, Price1,2,3 depending on the price selected on the debitor card. If the item is included in a customer price list and this is assigned to the debtor or debtor group, this is used. |
| Rabat |
Discount is filled in with an amount that is deducted from the price of the line. Can be used alone or together with the Discount percentage. This field must be added to the reports as it is not created by default.
Note: If the discount is greater than the price, we ignore the discount as we expect it to be an error.
An account and a counter account can be created in the debtor group to post discounts given in connection with invoicing. Read more here. |
| Discount percentage |
Discount percentage is filled with a percentage value that is deducted from the price of the line. Can be used alone or together with Discount.
You can also create an account and a counter account in the debtor group to post discounts given in connection with invoicing. Read more here. |
| Total amount |
The total amount on the line |
| Sales value |
Same as total value |
| Cost value |
The cost value of the item |
| DB |
The contribution margin |
| DG%. |
Coverage ratio in percent |
| Billable |
If there is a check mark in billable, the line is ready to be invoiced. If an item is not delivered and therefore not ready for invoicing, you can remove the check mark and invoice the other lines where it remains in the order. |
| Deliver now |
If you have selected in preferences that "Deliver now" determines the number of deliveries, this must be filled in. Read more about preferences here... |
| Delivered |
Shows the number delivered. Used for partial deliveries. |
| Invoiced |
Shows the number that has been invoiced. Used for partial invoicing. |
| Currency code |
If you want to use a different currency code than the one selected on the debit card, you can select it here. |
| Cost price |
The last cost price at which the item was purchased |
| Warehouse location |
If you use a storage location, this can be selected here to pull the item from the correct warehouse. |
| Location |
If you use location, you can select it here to pull the item from the correct location in any warehouse. |
| Inventory management |
Shows the type of inventory management for the selected item. Setting up inventory management is done under Company/Maintenance/Preferences. |
| Marked |
|
| Ignore Blocked |
If an item is blocked, but you still want to sell it, check this box. |
| Reference |
|
| Week |
It is also possible to enter a week number that can, for example, be used to indicate the delivery week. |
| Date on the order line |
If you want a date on the order line, you can enter it here. Enter dd for today's date. |
| Revenue account |
If you want to use a different revenue account than the one set up in the debtor/goods group, you can select it here. |
| VAT |
If you want to use a different VAT type than the one selected for the debtor/goods group, you can select it here. |
| Employee |
An employee can be selected on the order line. A good idea if you use the commission calculation. Read more about employees here... |
| Remaining |
The quantity remaining in the order and not yet delivered. |
| Line number |
Shows the line number of the order. |
| Order number |
Shows the order number from the order header in the line |
| Departments |
A dimension field. Read more about dimensions here... |
| Delete line |
Used together with "Delete complete invoiced order line" from the order header. If the order is set to not delete lines after invoicing, you can select one or more lines to delete anyway. |
Email selection when updating a document
There are the following options for sending emails under 'Update document: Order Confirmation, Delivery Note and Invoice'. In addition, you can also choose to send an invoice via
OIOUBL. An email can be entered manually under 'Update document: Pick list'.
'Send email from Outlook': opens Outlook and retrieves any email on the debtor card or to the
contact person on this debtor. The email text and recipient can be edited here.
'Send as e-mail': sends as e-mail via Uniconta's
e-mail setup (not Outlook) to the e-mail on the debtor card or
contact.
'Send to this email only': used if you want to send via Uniconta (not Outlook) and do not want to send to the email on the debtor card or
contact. The e-mail must then be entered in the field below.
'E-mail': Enter an e-mail here if you want to send via Uniconta (not Outlook) in addition to the e-mail on the debit card or
contact.
Invoicing projects
Note! When invoicing projects, please note that a Project number must be selected on the sales order header and a type with the type Revenue or Aconto must be selected.
Note! If a Sales Order is created with a species with the type "revenue" in the order header, a revenue line and a "material" line will be created for each line on the order.
If no species is selected, an error will occur. Species must be selected manually.
If a revenue type is used, all sales order lines are transferred to the Project as project posting lines.
Please note the following when using this feature
- Item numbers must be used on the invoice and these item numbers must have a cost type filled in the Item record in the Type field with a cost type, e.g. a type with the type Materials.
- The new option to post project costs and project revenue can NOT be combined with project invoices that are invoiced by consumption.
- All items are set as invoiced and no work in progress will appear.
If you select Artstype="Aconto", only one Aconto line is transferred to Project. Watch the video
here.
It is possible to transfer the sales order to the project as project items, which can then later be invoiced from Project. See
Invoice proposal. This is done by selecting "Post order to project". For the items to be transferred, it must be marked on the Project type. Read more
here.
If a Sales Order is created with a type in the order header with the type "On-account invoicing", you get an On-account item and nothing else.
If you do NOT want both a cost and a revenue entry to be created on the project in connection with the project invoice, the type on the order header must instead be of type Invoicing on account.
In other words, it's the nature of the order that determines whether you get to book both a cost and a revenue on the project or only a revenue.
Watch the video
here about the combination of "Project invoicing - fixed price and cash on delivery"
Read more about Project invoicing in currency
here.
ATTENTION! If you get the error "The account is not a debtor/creditor omnibus account 5600" or "Error: 151" or "Go to the chart of accounts and change the account type of this omnibus account to 'Debtors' or 'Creditors'", you must edit the debtor group's omnibus account in the chart of accounts. All debtor omnibus accounts must have the account type 'Debtors'. In the examples below, the collective accounts are 5600 and 6610. Read more
here.
Note! If you get the error "VAT code cannot be used on this account", you need to edit the account's 'Mandatory VAT'. Read more
here.
EAN number on the order line
EAN on the order line is for entering an EAN number and then finding the relevant item.
The idea is that you have a barcode on your items, then you drive the barcode into the EAN field and enter either, then we find the item via EAN number.
If you want the item's EAN number to be displayed, you need to insert it via "other fields" in the layout menu.
Create purchase order per supplier
When creating a purchase order from a sales order or quote, you can now set it to create a purchase order per supplier for the items included in the order. The supplier is listed on the item card.
You do this by creating the sales order and clicking "Create purchase/sales order". Under "Order type" you can choose between "Quote/Sales order/Purchase order", and it is only when you have selected the order type that you can check "Per supplier"
A contact person on an order will also receive emails if you enable it on the contact person. The other checkmarks are for when he is not on as a contact.
Due date on an order
On the order header, you can override the value in "Payment terms" that the debtor is set up with.
You do this in the master data of the order. Select a different due date in the "Due date" field.
Discount on order lines
There are two options for discounts on order lines:
- Discount percentage
- Rabat
Discount percentage allows you to add a discount as a percentage.
Discount allows you to add a discount amount to the line.
Both discounts can be used at the same time.
An account and a counter account can be created in the debtor group to post discounts given in connection with invoicing. Read more
here.
To show the discounts in the invoice, order form etc. you need to do the following:
For 'Accounts receivable'/'Maintenance'/'Invoice layout' you need to use the following two fields to display both discounts on your invoice.
NOTE: The line discount cannot be applied to specific accounts, it can only end the discount if the account is applied to the debtor group.
For the report generator, you need to use the following two fields to display both discounts on your invoice.
DebtorInfo.InventoryTransInvoice.Discount
DebtorInfo.InventoryTransInvoice.DiscountPct
Invoice delivered goods
You have the option to invoice delivered items.
Under order lines, you need to insert the field "Delivered", which you use to enter the number of items delivered.
Then select "Create invoice" and check "Invoice only delivered" in the dialog box.
Then the item with the "Bill delivered only" field filled in will be invoiced.
Send email from Outlook. Read more
here.
OIOUBL in connection with sales invoices
If 'OIOUBL' is selected in the
E-invoice field on the debtor in the debtor card index, the
Create OIOUBL field is automatically selected.
Registration of CPR on an EAN-/OIOUBL invoice
If a person's CPR number is to be reported in connection with an EAN-/OIOUBL invoice, the CPR number must be specified in the invoice file by following the tag: Delivery/DeliveryParty/PartyIdentification/ID and with schemeID="DK:CPR".
This can be handled in Uniconta by entering the CPR number in one of the following places:
a) on the sales order (main) in the 'Requisition' field (described here) or
b) The 'Delivery ID' field on the debit card. Read more
here under 'Delivery ID: Beneficiary'.
The value in the
Requisition field on the sales order will be 'converted' to a social security number if "CPR" is the first part of the string.
The following will be accepted as an entered social security number of the benefit recipient:
CPR: 889889-3467
CPR 889889-3467
CPR: 8898893467
Example:
Updating prices on existing order lines
If you want to update your prices on existing order lines, you can import your prices and update the lines that way.
It requires that you have prices and at least the following fields in an Excel/CSV file:
- Order number
- Line number
- Price
If you use the Total price field, the Price field will not be updated.
Go to Tools/Data/Load data
Select the DebtorOrderLineClient table
Click Import in the menu
Enter the column locations from the Excel sheet in the fields.
Select the file containing the new prices
If there are headings in the file, skip line 1 (enter 1 in the field)
Click Load file in the menu
All the imported lines are now visible. They have not been updated yet.
Click Check Refresh in the menu.
If everything looks good, click the Refresh button in the menu.
Your prices are now updated on all sales order lines.