In the Bedriftsopplysninger table you can find Organisational unit fields 1 to 12. Here you can enter, for example, a special project or various departments.
When you make an entry in the field for organisational unit classification in the order head, Visma Business will complete the following fields in the order head based on the organisational unit:
Visma Business will also be able to suggest values in other fields on the basis of the above values.
Organisational units in the price and discount matrix
Organisational units are included as criteria in the Price and discount matrix. If you refer from the order lines to the Price and discount matrix, Visma Business bases the order lines on the organisational units. If they have not been entered here this is done in the order head. The criteria are taken into account when printing price lists.
In the dialog box for the Price/discount criteria menu item in the Bedriftsopplysninger table you can select which processing method the organisational units should have in the rows that do not have product numbers in the Price and discount matrix.
Exempt products/order lines from invoicing
In the dialog box for the Processing/Processing method menu item you can find the check box entitled Don't suggest incurred as quantity invoiceable. Select this if you do not want Visma Business to repeat values entered in the Incurred quantity field in the Quantity field. You must make an entry in this field if you want something to be invoiced.
Override invoiceable amount in order head
In the Orders table you have the Invoiceable amount field, which you can use to override net order totals in the current currency. When you save, Visma Business will add an order line to the order if this field is filled in. The field now has a different value to that in the “Net order total” field. You will be able to see the difference in the current currency in the amount field. Amounts and prices in the domestic currency are calculated on the basis of the exchange rate in the order head. The quantity is set at 1, and incurred costs at 0.
If you complete the Deviate product number field in the order head, the product number is retrieved from there. If you have not completed this field, the product number is retrieved from the Serial deviate product number field in the Bedriftsopplysninger table.
If you have Inv. according to plan set at 2 (Fixed price) the Deviate product number field in the Bedriftsopplysninger table is changed to Fixed price deviate product number.
Override invoiceable amount in order lines
In the same way as in the order head, in order lines you can include the Invoiceable amount field. You can fill in the field to break total line level, for example by sorting with breaks by employee number and/or product number. Where the field has been filled in and where another value appears than that in the Amount field, on saving an order line will be added for each break line.
You can see the difference in the current currency in the amount field. Amounts and prices in the domestic currency are calculated on the basis of the exchange rate in the order head. The quantity is set at 1 and incurred costs at 0. The line is given the same values as the break line had in the break columns.
If you do not sort with breaks by product number, the product number is retrieved from the “Deviate product number” field in the order head if this is filled in. Otherwise it will be retrieved from the “Running deviate product no.” field in the Bedriftsopplysninger table.
Product description, etc. is retrieved from the Products table. If you have not done anything in the table, the order line is exempted from warehousing.
Do not include totals/except from accounting
In the Processing/Processing method dialog box under the After processing tab you will find group boxes in which you can select whether you want to exempt orders from totals and posting to the accounts. If you have selected these group boxes Visma Business will then not post to the accounts.
The order line will be included in totals, i.e. order totals and group totals unless you have exempted it from this. If you do the latter you avoid, for example, double totalling of amounts/costs in the structure head and the structure lines. This can arise when either the price/cost price is suggested in both places, or amounts/costs are accumulated in the structure head. This has an effect on the entry of orders, saving, printing of order documents and posting to the accounts. When totalling product transactions you can also choose to make selections in these check boxes.