Behandl.sätt 5

The original value in the field is suggested based on the value in the Produkter and Strukturer tables.

On all dialog box pages there is a double set of check boxes. The first column of check boxes is the main column, and this relates to the actual row. The second column is only relevant for structure products. This column describes the behaviour of the structure lines and is only available from the Produkter table and only when the product is a structure head.

Lager

Undantas lagerhantering

The product is, for example, a service and is not held in any warehouse must not be included in the warehousing routine. No tracking will be done for stock balances and stock changes, and there will be no shipments processed.

Anm: If an increase order line has some reservations linked to the order line's shipments, it will not be possible to select this field. You must first cancel the decrease orders that have reservations against this order line.

The new row after invoicing and finishing for hire of products will automatically be exempt from warehousing. If you have registered an order with a product which is to be hired out and the product which you have registered is in stock, the stock will be reduced on finishing.

Anm: If you try to write or copy a number that contains this check box, and something is reserved against the shipments for this order line, the following message appears in the Statuslinjen: You are not allowed to turn off warehousing when something is reserved against any shipments on the reservation lines of the order line.

Reservationssätt

Reservera vid lagring

The quantity will be reserved when you save.

Reservera från given batch

The reservation on the order will only take place from this shipment.

When entering an order, you can also reserve the product on the order line from the transaction types 2 - Uthyrning and 3 - Utlåning.

This only works if a shipment number has been entered on the order line regardless of the transaction type. If a full delivery cannot be made, the surplus quantity is assigned to back order.

If this check box is not selected and a shipment number has been entered, the shipment number that is specified will be reserved. If the Batchnr field is blank, it will be reserved in accordance with FIFO.

Reservera bara om hela antalet är tillgängligt på lager

This option works with the parameter Reserve only if the quantity is available in the stock balance.

Föreslå batchnr 1

Shipment number 1 is suggested when you enter the product number on order lines.

Tips: If you always want to use shipment number 1 you can select the Bara en batch field in the Företagsuppgifter table.

Anm: This is a method that we do not recommend for those running warehouse management of the products.

Ingen reservation vid varumottag

Sales order lines are not reserved against purchase and production order lines when goods are received.

(Från strukturtabellen)

Reserverar det som kan reserveras

Reserverar bara om hela antalet är tillgängligt

The shipment is not reserved unless the whole quantity is available.

Infria reservationsönskningar även om ej disp.

Det här fältet används inte längre. Observera att fältet kan tas bort i senare versioner.

Plockningsmetod

Plocka hela orderraden

If you have chosen to pick the entire order line, the order line is only included on printouts of pick lists if there are more of the remaining quantity that you can pick. If you have to pick the whole structure or the same share of the structure lines, this can also block structures from being picked. If you have to pick the whole order in one lot, you can find a corresponding option in the dialog box for customer and order options.

Ångra ej plockning om mindre frisläpps

No previous reservations or items picked will be withdrawn when you finish them in an order line or reservation line.

Plockning efter fakturering

This option allows reservation handling to be postponed until invoicing has been done. The products are not picked on finishing and invoicing, and you can pick after invoicing. If you select this check box, and do not create reservations before invoicing, the following items are reduced on picking instead of on finishing/invoicing:

• Stock and reservations in the Lagersaldon table.
• Shipments.
• Unrealised stock changes in the Lagersaldon and Saldoförändringar tables.

Anm: Picking after invoicing will not work if using Reservera vid lagring or creating manual reservations.

If the products are not picked before finishing or invoicing, only the Frisläppt and Fakt./real. quantity fields in the order lines are updated, and accounting vouchers are generated. Product transactions are not created, as there is nowhere to save the references. Only when the lines are picked, either by printing a pick list or using the Plocka NU field, are Reservationer and Produkttransaktioner updated together with the Batch, Lagersaldon and Saldoförändringar tables.

Anm: There are no product transactions for these invoicing actions until after picking.

Anm: Order lines that are processed in this way have two realisation journal lines:

• One on invoicing, which does not have a product transaction to refer to.
• One on picking, which does not have a Verjour nr to refer to.

Anm: If you have selected the Plockning efter fakturering field, two lines are created in the Realisationsjournal table instead of one. One is created on invoicing, and one when the order is picked. The two lines have a different value in the Ursprung field:

• 9 - Orderbehandling
• 38 - Orderbehandling med "Plockning efter fakturering"

If you would like to get payments in advance, the recommended method is to use the processing Skapa förskottsbetalningsrad in Order table.

Frisläpp plockat antal vid användning av menyval

You select this option if you want to finish what is missing by finishing the entire picked quantity.

Behåll reservationer även om mindre plockas

No previous reservations beyond those already picked will be withdrawn when you finish them in an order line or reservation line.

Undantas behandling

Tillåt ej existerande batch

A warning is given when you enter a shipment number that does not exist for a product or stock combination in an order line. If the shipment does not exist, a new shipment will be created with this number. The shipment can also have been deleted because it has been emptied. If you want to retain shipments you must select the Spara batcher check box under the Orderbehandling 2 field in the Företagsuppgifter table.

Behandla inte batcher i FIFO-ordning

Shipments are not investigated in FIFO order unless the reservation requirements can be satisfied.

Lägg till batcher med negativ disp.

Shipments with negative availability will be added if there is still a balance to reserve, after all shipments of the product have been investigated. This also applies if it is a direct order, a cash order or a realised order.

Anm: When you create a negative shipment, the Serienr, Placering, Hållbarhetsdatum, Ordernr and Kostpris fields from the order line are transferred to the shipment. They are then also included in the Reservationer table, in product transactions and when posting to accounts.

You can use the Lägg till batcher med negativ disp. field to return goods in unrealised purchase order lines, even if the goods are reserved in a sales order.

Anm: In such instances no new "negative new shipment" is created, but instead the shipment to which the goods were delivered is assigned negative availability.

Serienr

Reservation

En batch per enhet vid lagerökning

You will have one shipment per item for a product. One shipment for each serial number is generated if there is a goods receipt, production credit note or other stock increases.

En reservation per enhet vid lagerminskning

You will have one reservation row per serial number for a product. One reservation row for each serial number is generated if there is a finished sales order, further processing, production or other stock reductions.

Select this field if you only want to generate reservations for outgoing deliveries with serial numbers and not for receipts. This will guarantee traceability of serial numbers, because one stock transaction is produced for each reservation.

Reservera serienr. vid plockning

By default there is no reservation when you have registered a product as a serial number. You must select this check box if you want the pick list to generate reservation lines. The order lines are processed by the pick list, which enables you to run the pick list and define which serial numbers were picked upon finishing. The Lagersaldon table is updated with the quantity reserved without reservation lines being automatically generated. The order line is updated in the Plockat and Plockat utan reservering fields. When this order line is finished, the Lagersaldon table is not updated with the quantity reserved, as this was done when the pick list was printed.

Räkna upp "Frisläpp NU" vid inmatning av serienr

The value in the Frisläpp NU field in the order line increases when you register the serial number in the Orderrad, Reservationer and Serienummer tables. If you delete the serial number the value in the Frisläpp NU field is reduced.

Anm: If you want to add the serial number before finishing the stock increase in the Reservationer table, you cannot select this check box.

Avvisa

Dubbla serienr

You select this check box if you want to reject duplications of the same serial number for an order line in the Serienummer and Reservationer tables. This also prevents duplicate entry with the bar code reader. If there is a stock increase in the Orderrad and Reservationer tables, a check will be made in the Produkttransaktioner table to see whether this serial number has been used before.

Ej existerande serienr

A check is done if the registered serial number is in the Batch table. You receive a message in the status bar from the Orderrad and Reservationer tables if the serial number already exists, while in the Serienummer table you receive a message dialog box on screen.

Struktur

Strukturhuvud

Produkt är strukturhuvud

Expanderar struktur för trans. Typ

Försäljning

Uthyrning

Utlåning

Justering

Varuförbrukning

Inköp

Produktion

Lageröverföring

Plocking av struktur

(Från strukturtabellen)

Plocka strukturrader var för sig

Plocka samma relativa antal av strukturraderna

The same proportion of the quantities in all structure lines is picked as is included in the structure. The order line with the lowest share determines how much is picked. If not everything in the structure line is picked, the share is calculated as follows: The quantity picked in each structure line is rounded off to the closest number divisible by the quotient of the total number of structure lines and the total number in the structure head. The Återstår att plocka field in the structure head shows how many complete structure still have to be picked.

Plocka hela strukturen

The structure can only be picked if the quantities can be picked.

Fördela belopp ned på strukturrader

The amount in the structure head is distributed among the structure lines when the structure is expanded.

• Weights: distribution then takes place in accordance with the values in the Strukturviktning field in the Strukturer table. The amount in a structure line is set equal to the amount in the structure head multiplied by the weight of the line and divided by the sum of the weights.
• Calculate prices: The prices in the structure lines are calculated at the same time as the amount in the line divided by the quantity in the line. This selection applies to structure heads with transaction type 1, and mean that the check box is selected so that prices are not retrieved for structure lines when the structure is expanded.
• Process substructures: If you choose to expand substructures in the Strukturer table, the amount in a substructure line is distributed down among sub-product lines. You must check the option to distribute amounts among structure lines in the 2nd column in the dialog box for the structure head or in the Strukturer table.
• Recalculate: If you change prices, discounts or other fields that change the amount in the current currency in the order line for a structure heading, the amounts and prices in the structure line will be recalculated.

Frisläpp strukturrader från strukturhuvud

You can finish a structure from the Main product and it will calculate a relationship for the structure lines. This also assumes that the check for Plocka samma relativa antal av strukturraderna has been used.

Multiplicera Ej prisantal i strukturhuvud

The amount in the structure head is multiplied by the price quantity of the product in the structure head, and not by the price quantity of orders with transaction type 7 - Produktion.

Strukturrader

Ackumulera upp i strukturhuvudet

Intäkter

Revenue in sales order lines will be accumulated in the structure head. If you have orders with transaction types 2 - Uthyrning and 3 - Utlåning, you must have specified the hire price in the Pris- och rabattmatris table. Accumulation takes place when you save and in order documents. To avoid duplicate posting, you must select the corresponding check box for posting revenue in the After processing tab.

Kostnader vid försäljning

The costs in sales order lines will be accumulated in the structure head. Accumulation takes place when you save and in order documents. To avoid duplicate posting, you must select the corresponding box for posting costs in the After processing tab.

Kostnader vid produktion

Costs and amounts in production orders will be accumulated in the structure head. Accumulation takes place when you save and in order documents. To avoid duplicate posting, you must select the corresponding box for posting production costs in the After processing tab.

Fast antal (oberoende av antalet i strukturhuvudet)

The quantity in the structure line is not multiplied by the quantity in the structure head when the structure expands, or if you subsequently change the quantity in the structure head.

Lägg till leveranstid från strukturhuvud

The lead time and transport time in the structure head are added when calculating the preferred delivery date and arrival/departure date for purchase and production orders. The lead time and transport time from the structure line are also added.

Expanderar substruktur

Display the substructures in the order lines.

Råvara

Priser

Hämtas inte

Försäljningspris

The sales price is not called up to sales order lines.

Kostpris vid försäljning

The cost price is not called up to sales order lines.

Kostpris vid produktion

The cost price and the price are not called up to production order lines.

Beräkning av priser

Hämta ej pris/rabatt på nytt

No lookup is performed in the Pris- och rabattmatris in the sales, hire and purchase order lines. This only applies if you have already filled in the Pris field. If you have selected the Kostpris från pris- och rabattmatrisen and Hämta ej pris/rabatt på nytt fields, the cost price is retained, even if you select a shipment with another cost price. If you have not selected the Beräkna kostnad utifrån orderradens kostpris field, the cost price of the shipment is also used for product transactions and in posting.

Anm: This selection does not affect the updating of prices when you run the Omräkning av priser processing. Nor does it affect price updates made elsewhere in Visma Business. This selection only affects the price update when entering an order.

Sätt "Hämta ej pris/rabatt på nytt" vid lagring

Uppdatera ej pris utifrån antal även om valet är satt

Beräkning av rabatter

Beräkna inte rabatt utifrån standardpris

You select this check box if you do not want to calculate a discount from the standard price fields in the current currency and default currency when referring to the Price and discount matrix. Applies to sales, hire and purchase order lines. When you post to the accounts, any change to the price in the order line compared to the price suggested from the Price and discount matrix is not posted as a discount.

Föreslå pris efter rabatt och avrundning

The discount is deducted from the price immediately by referring to the Pris- och rabattmatris in the sales and hire order lines.

Utelämnas från totalrabatt

No total discount is calculated for such order lines.

Beräkning av antal och pris

Beräkna pris utifrån antalsformat

The price rather than the quantity is calculated from the Från, Till and Faktor 3 fields. This depends on which quantity format you have selected. No reference is made to the Pris- och rabattmatris.

Belopp/andel anger vad som skall vara fakturerat hittills

The amount or share in the order line is treated as invoiced so far after this invoice. This can apply to both on account and fixed prices.

Andel beräknas av totala upplupna kostnader

The price is calculated as a share of the value in the Uppl. kostn. totalt field on the order instead of the default Kontraktsbelopp field.

Beräkning av kostpris

Kostpris från pris- och rabattmatrisen

The cost price in decrease order lines is retrieved from the Pris- och rabattmatris instead of the Lagersaldon table. In the Reservationer table the actual cost prices are still retrieved from the shipments. You should not check the box for services or other products that are not to be included in warehousing. In this instance the cost prices from the Pris- och rabattmatris will be retrieved. If you have selected the Kostpris från pris- och rabattmatrisen and Hämta ej pris/rabatt på nytt fields, the cost price is retained, even if you select a shipment with another cost price. If you have not selected the Beräkna kostnad utifrån orderradens kostpris field, the cost price of the shipment is also used for product transactions and in posting.

Beräkna gm.sn. kostpris på orderraden

You select this check box if you want to set the cost price in the order line as a weighted average of the cost prices in the reservation lines. The value is set when you reserve or change cost prices for decrease order lines in the Reservationer table. This is based on the reserved quantities and cost prices when the entire quantity on the order line is reserved.

Beräkna kostnad utifrån orderradens kostpris

The costs are calculated and posted from the order line's cost price.

Anm: The Preliminära kostnader field under Trans.status will then not be selected, and the product transactions are not updated with the correct cost price upon receipt of goods, but retain the value from the order line.

The cost price will follow the transaction throughout the chain. The cost price in the order line is used for posting and statistics. This means that this cost price is not updated if the product is delivered on a subsequent occasion with a different cost price. You must therefore make changes in the accounts yourself if prices change.

Uppdatera ej försäljn.orderrader vid lagerskydd

The prices in the sales order lines and refund lines are not updated.

Visma.net inställningar

Dra inte av moms från Expense-priser på order

Redigering

Antalsformat

(Från strukturtabellen)

Antal

Timmar och minuter

Från och till datum

Fr o m och t o m datum

Faktorer

Beräkning av antal

Föreslå ej upplupet antal som fakturerbart

You can select this check box if you do not want to duplicate the values in the Upplupet quantity field in the Antal field. If you want to invoice anything you must complete the field yourself.

Beräkna antal utifrån vikt/dimension

You select this option if you want to calculate the Antal field in the order lines when you enter the quantity in base unit, dimensions or weight in total for the line. The appropriate 'per unit' factor will automatically be divided.

Ta bort rest vid utfyllning av "Frisläpp NU"

There will be nothing left over, as the Antal field is set equal to the Frisläpp NU field when you fill in Frisläpp NU. Disregard obligatory fields.

Inbytningsordning

Uppge

Benämning

The cursor stops in the Benämning field. This can be required if the product number acts as a common number for several products, or if there is a text line.

Från-/tillfaktorer

The cursor stops in the Från, Till and Faktor 3 fields and skips Upplupet.

Restriktioner

Undantas från

Retur

Frisläppning

Accept

Fakturamottag

Varumottag

Sänt från lev.

Beställningsbekräftelse

Omräkning av priser

Annullering

Order generering

The order line is not generated on automatic order generation. The Undanta från orderregistrering flag is set automatically in the Orderradstatus field when the order line is created.

Omkostnadsberäkning

The product will be exempt from cost price addition and freight costs from the order head.

If you want to exempt entire orders from processing, you can find appropriate options in the 3rd column of the dialog box for the Processing > Orderstatus menu item.

Anm: This does not apply for cost calculation.

Exempt from cost calculation does not then complete the line with distributed costs from the order head.

Obligatoriska fält

Placering vid ökning

Ignorera obligatoriska fält

If you have selected the Mandatory box in the dialog box for the Edit/Entry rules menu item, you see red question marks in the fields in the order lines. If you select this check box the question marks will be hidden.

Behandlingssätt

Behandlingssätt spärrat för redigering

Utskrift

Tas med på plocklista

(Från strukturtabellen)

Orderraden

Strukturen

Order lines are only included in pick lists if you pick something in them. Or you can choose to include them if something is picked in any of the lines. It can be a structure in which they are included, or when something is picked in the order. You can define the Structure option for both structure heads and structure lines. The option of whether the order line is printed in the pick list if something has been picked from the structure also applies if the structure head has been picked.

Ordern

Order lines are only included in pick lists if you pick something in them. Or you can choose to include them if something is picked in any of the lines. It can be a structure in which they are included, or when something is picked in the order. You can define the Structure option for both structure heads and structure lines. The option of whether the order line is printed in the pick list if something has been picked from the structure also applies if the structure head has been picked.

Undertryck

Produktnr

Produktnr will be hidden. For example, it might be appropriate not to display product numbers if they are used as text and group discount codes.

Antal

Antal will be hidden.

Pris och rabatt

Price and Discount will be hidden.

Belopp

Belopp will be hidden.

Kostpris och kostnad

Kostpris and cost will be hidden.

Önskat lev. datum

Önskat lev.datum will be hidden. You might also want to exempt delivery dates from printing on structure lines if you are going to delivery the structure collectively.

Bekräftat lev. datum

Bekräftat lev.datum will be hidden. You might want to exempt delivery dates from printing on structure lines if you are going to delivery the structure collectively.

Övriga datum

Urspr. bekr. lev.datum, Sänt datum and Ankomst/avgångsdatum will be hidden. You might also want to exempt delivery dates from printing on structure lines if you are going to delivery the structure collectively.

Memo

Order line memos will not be displayed on order documents.

Utelämnas på

Fakturor/kreditnotor

The order line is excluded on invoices and credit notes.

Even if order lines are exempted from printing, they are still included in the totals. Invoices and credit notes are entered into the statistics and posted to the accounts.

Fraktbrev

The order line is excluded on consignment notes.

Even if order lines are exempted from printing, they are still included in the totals.

Följesedlar

The order line is excluded on packing slips.

Even if order lines are exempted from printing, they are still included in the totals.

Plocklistor

The order line is excluded on pick lists.

Even if order lines are exempted from printing, they are still included in the totals.

Leveransbesked

The order line is excluded on delivery notes.

Even if order lines are exempted from printing, they are still included in the totals.

Orderbekräftelser

The order line is excluded on order confirmations.

Even if order lines are exempted from printing, they are still included in the totals.

Offert

The order line is excluded on quotations.

Even if order lines are exempted from printing, they are still included in the totals.

Beställning

The order line is excluded on purchase orders.

Even if order lines are exempted from printing, they are still included in the totals.

Förfrågan

The order line is excluded on inquiries.

Even if order lines are exempted from printing, they are still included in the totals.

Produktionsbeställningar

The order line is excluded on production orders.

Even if order lines are exempted from printing, they are still included in the totals.

Om 0

The order line is excluded if the quantity is 0.

Tips: This can be relevant in connection with structures in which you enter quantities after expansion and do not want to display lines with no quantities.

Efterbeh.

Utelämna i total

Intäkter

You can select the Intäkter check box if you do not want an order line to be included in order totals and group totals. You then avoid duplicate totalling of amounts/weights and dimensions in the structure head and structure lines. This can be when either the price is suggested in both places, or amounts are accumulated in the structure head. Weights and dimensions can also seperately be excluded from being calculated from the order line to the order head.

Anm: Selecting this check box also omits the row from being posted.

Kostnader vid försäljning

You can select the Kostnader vid försäljning check box if you do not want an order line to be included in order totals and group totals. You then avoid duplicate totalling of costs in the structure head and structure lines. This can be when the cost price is suggested in both places, or costs are accumulated in the structure head.

Anm: Selecting this check box also omits the row from being posted.

Kostnader vid produktion

You can select the Kostnader vid produktion check box if you do not want an order line to be included in order totals and group totals. You then avoid duplicate totalling of costs in the structure head and structure lines. This can be when the cost price is suggested in both places, or costs are accumulated in the structure head.

Anm: Selecting this check box also omits the row from being posted.

Vikt och volym

You can select the Vikt och volym check box if you do not want an order line to be included in order totals and group totals. You then avoid duplicate totalling weights and dimensions in the structure head and structure lines. This can be when values are suggested in both places, or accumulated in the structure head.

Undanta från bokföring

Intäkter

If you select the Revenue check box the totals are not posted to accounts. When you choose to exempt totals, the corresponding check box to exempt from posting is greyed out. If the order line is not to be included when you post revenue, it is not included in the d/c ledger amount and in general ledger transactions for sales, discounts, additions, special taxes, invoice fees, VAT and rounding. If costs are not to be included when you post to accounts, no voucher is produced with general ledger transactions for product cost, freight and customs. Even if amounts in structure lines are accumulated in the structure head, you can choose to post the structure lines instead of the structure head. This is useful because they can have different tax and accounting groups and account sets.

Kostnader vid försäljning

If you select the Revenue check box the totals are not posted to accounts. When you choose to exempt totals, the corresponding check box to exempt from posting is greyed out. If the order line is not to be included when you post revenue, it is not included in the d/c ledger amount and in general ledger transactions for sales, discounts, additions, special taxes, invoice fees, VAT and rounding. If costs are not to be included when you post to accounts, no voucher is produced with general ledger transactions for product cost, freight and customs. Even if amounts in structure lines are accumulated in the structure head, you can choose to post the structure lines instead of the structure head. This is useful because they can have different tax and accounting groups and account sets.

Kostnader vid försäljning, om undantas lager

If you have selected this field and select the Undantas lagerhantering field under Processing method/Warehouse, the Kostnader vid försäljning field is automatically selected under Processing method/Post processing/Exclude from accounting. If you deselect the Undantas lagerhantering field, the Kostnader vid försäljning field is automatically deselected. This also applies to the Undantas lagerhantering field in the Orderrad table.

Kostnader vid produktion

If you select the Revenue check box the totals are not posted to accounts. When you choose to exempt totals, the corresponding check box to exempt from posting is greyed out. If the order line is not to be included when you post revenue, it is not included in the d/c ledger amount and in general ledger transactions for sales, discounts, additions, special taxes, invoice fees, VAT and rounding. If costs are not to be included when you post to accounts, no voucher is produced with general ledger transactions for product cost, freight and customs. Even if amounts in structure lines are accumulated in the structure head, you can choose to post the structure lines instead of the structure head. This is useful because they can have different tax and accounting groups and account sets.

Utelämna från statistikföring

Intäkter

The price fields and amounts are not filled in for product transactions.

Anm: If you have chosen not to include both revenue and costs in statistics, no product transactions are produced. This might be relevant, for example, when limiting space and time for products that you no longer need to follow up for statistical purposes.

Kostnader vid försäljning

The cost price fields for sales are not filled in for product transactions.

Anm: If you have chosen not to include both revenue and costs in statistics, no product transactions are produced. This might be relevant, for example, when limiting space and time for products that you no longer need to follow up for statistical purposes.

Kostnader vid produktion

The cost price fields for incurred costs are not filled in for product transactions. This selection applies to fields showing both current price/amount and cost price etc.

Anm: If you have chosen not to include both revenue and costs in statistics, no product transactions are produced. This might be relevant, for example, when limiting space and time for products that you no longer need to follow up for statistical purposes.

Andra bokföringsbehandlingar

Bokför preliminära lagervärden

You post the debit/credit product cost upon finishing, and upon receipt of invoice and invoicing these postings are reversed.

Periodiseras till årets slut

You can apply accrual accounting of income and expenses from a sale from the sales date until 31.12.

Anm: This calculation does not use accounting periods, but is valid for the calendar year.

Diverse

Gruppbehandling

(Från strukturtabellen)

Ingen

Grupprabatt

You can insert lines into orders to calculate group discounts or group totals. You enter the product number into a row in the Produkter table, where you have selected Group discount or Group total in the Processing dialog box. You can also insert default text in the Description field. You enter the size of the discount or addition in the Discount fields in the order line. You show additions with a minus sign. You can also complete the Discount fields yourself if you select Group total, which causes the discount to be deducted from the total that you see in the line.

Gruppsumma

You can insert lines into orders to calculate group discounts or group totals. You enter the product number into a row in the Produkter table, where you have selected Group discount or Group total in the Processing dialog box. You can also insert default text in the Description field. You enter the size of the discount or addition in the Discount fields in the order line. You show additions with a minus sign. You can also complete the Discount fields yourself if you select Group total, which causes the discount to be deducted from the total that you see in the line.

Tid till nästa fakturering

Veckor i stället för månader

If you do not check the Veckor i stället för månader box, the time unit for the Tid till nästa field is months.

Sista i varje månad

A check here leads to the next order line being set to the last day of the month and will therefore be 30^th, 31^st pr 28^th, depending on how many days there are in the month.

Använd "Kvarts Dagar"

Not used in this country, but Quarter days is a term unique to the UK and applies to the letting of property. The days are 25.3, 24.6, 29.9 and 25.12. It is assumed that a check has been inserted for the last of the month and if Quarter days has been checked, the Last of the month will be set.

1 rad per tidsenhet

If you select the 1 line per time unit check box, one line is displayed per week or month.

Undantas lager på ny rad

If you have filled in the Tid till nästa field on an order line, e.g. in connection with a hire order, a new order line will be added when invoicing. This order line will not be stock handled if you have selected the Undantas lager på ny rad.

Diverse

Ej ränta på produkt

The order line will be exempt from interest calculation.

Beställningsvara

You can select this option if the product is a purchase product that is not normally held in stock. You can call up the Best.vara field to the order line, showing the same selection. If you want to change the field, the associated Behandlingssätt field is also updated.

Spärrad

Memo och bilder

Kopiera memo från produkt

The memo from the Produkter table is copied to the order lines so that it appears in the order.

Kopiera memo från struktur

The memo file name entered in the structure lines is copied to the order lines.

Kopiera bild från produkt

The picture file name from the Produkter table is copied to the order lines so that it appears in the order.

Extern

Extern behandling

Visa på Webb

This product will be shown in Visma Zpider.

Undanta från CRM

This product will not transferred to Visma CRM.

Undanta från externt system

Undanta från Visma Mobile

Undanta från Visma On Demand

Aktiviteter

Aktivitets regler

Aktivitetsprodukt

Beräknar fulltid över midnatt

Uppdatera tidsaldo

Ej uppdatering av antal

The Antal is not updated in the Tidsaldo table.

Ej uppdatering av upplupet

The Upplupet is not updated in the Tidsaldo table.

Ej uddatering av reserverat

The Tid antal is not updated in the Tidsaldo table.

Uppdatera övertid

The Övertid field in the Tidsaldo table is updated.

Overtime affects the Upplupet antal and Övertid fields of the Tidsaldo table and in turn also the Flextid UB field.

Anm: Special for the Aktivitet table: To select this value, the Löneart and Lönesatsnr must be filled. If either of these fields have a value, the Resursnr must be filled in to retrieve Löneart and Lönesatsnr

Uppdatera flextidskorrektion

The Flextidskorrektion field in the Tidsaldo table is updated and in turn also the Flextid UB field.

Tidrapport

Godkänn Ej tidrapport

The Aktivitet cannot be approved.

Anm: Can only be changed by Användare with the Tillåt Godkänn Ej tidrapporter - Aktivitetsbehandling option selected in the Anv.pref. field in the Användare table. If the Aktivitet is confirmed, this change does not affect the Tidsaldo and you must update the Tidsaldo manually.

Kräver godkänning av ansvarig

The Official field must be selected for the Aktivitet. Can be selected if you select the rule to apply in the CRM processing dialog box in the Företagsuppgifter table.

Ignorera kreditkontroll

The Aktivitet is excluded from credit control.

Överför till order

På

Av

Tillåt Ej utförd

Måste godkännas på tidrapport

Kopiera saknr

This setting depends on which organisational unit number is defined in the Företagsuppgifter table in the Case org. unit field. The value for this organisational unit is copied to order number, so that you avoid entering the same value twice when the order number has the same number as the specified organisational unit. The field is used by Visma Lawyer.

Bara kostnader

The price will not be transferred to an order line.

Hämta nytt pris från pris o rabattm.

New prices from the Pris- och rabattmatris table is obtained when transferring to order.

Reservationsregler

Blockera överbokning

You cannot reserve a resource more than once in the same period.

Undertryck meddelande delvis reserverat

You do not receive a message when you enter time for a resource which you partly booked.