Document
In the document, the price source, price unit, quantity and three discount types are combined to form a comprehensible item total.
Document: this is where rules become a business process
Prices are prepared in the item and partner base. They become concrete in the document. Each item position carries its own Price, theirs Price unit, the Position discount, the one automatically determined Quantity discount and the Doc discount.
Visible fields of the position list
- ME: Unit of measure for the item
- Quantity: Number of units calculated.
- Price: starting price for the price unit; can be changed directly in editable processes.
- Discount %: position discount; can come from the discount group or purchase price list and can be edited.
- MDiscount %: Automatically determined additional discount; in the list read-only.
- Total: Calculated item value according to price unit, discounts, quantity and, if applicable, down payment factor.
What changes trigger
- A change in quantity can redetermine the quantity discount.
- A price or discount change is written to the line item; She can also update the supplier-related purchase price list in purchasing documents.
- A change in the sales price list can reprice existing sales positions.
- A change in the Dok discount is transferred to all items on the receipt.
Check before sharing
- The price source of the receipt is understandable.
- Manual deviations have a documented reason.
- Quantity discount and doc discount were checked for changes.
- Price units not equal to 1 were taken into account in the invoice.
- Archived or already posted processes are not used as test areas.
Reading rule
If there is a discrepancy, do not start with the final total. Read the position from left to right: item, quantity, price, price unit, discount, quantity discount. This is how a seemingly mysterious sum becomes a short chain of checks.
In this chapter
Related topics
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Price
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Discount
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Volume discounts
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Document discount
Frequently asked questions
Which discount types are in a document line?
Item discount, quantity discount and document discount. X-ERP adds them together for the position calculation.
Why can an old receipt show a different price than the current price list?
The position stores its value. Check creation time, price list changes and manual changes.
What happens if there is a price change in the purchasing document?
It can update the purchase price list of the supplier and item. Please also check the next purchase receipt.