Order types and order documents

The table below shows the order documents for the transaction types Sales, Loan, Hire and Stock transfer that are relevant for the various order types:

 

You must finish normal orders and advance orders before you can invoice them. You can choose whether or not you want to print a pick list. For direct and cash orders, finishing takes place automatically when you invoice them.

Packing slip and consignment note are optional. You can edit the forms as required if necessary.

Gross orders

To enter gross orders, you double-click the Order options field in the order head and check the Gross prices box. If you have specified gross prices as the customer or supplier preference in the Associates table, this will be used as the default value when you enter orders for the customer or supplier.

The Gross prices field in the Price and discount matrix is used to specify whether a price includes VAT or not.

When referring to the Price and discount matrix during order entry, Visma Business will give priority to the selection of prices with the same gross check as in the order head for the current or standard currency.

The table below shows the order of priority:

If Visma Business does not find a price with the same gross check as in the order head, Visma Business either adds or subtracts VAT.

The following table illustrates how the prices in the order lines are processed:

When printing gross orders all prices and amounts are displayed including VAT, and you do not see the VAT total lines. You can use the @Order macro to edit/display the VAT amount in the form.

Posting to the accounts and statistics are the same as for a net order, i.e. prices and amounts have VAT deducted in product transactions. Product transactions always display net prices and net amounts.

Gross prices and VAT

The order date and the VAT number in the relevant row in the Tax and accounting information table specifies which VAT rate from the VAT table should be used to calculate net and gross prices.

You can override the VAT number in the order line, and it can be suggested from the order head or the Price and discount matrix.

VAT is deducted from the sales prices in gross orders when calculating the gross profit and margin.

Gross prices and cost prices

Cost prices are always net prices. When cost prices are suggested on the basis of purchase prices in the order lines or the Price and discount matrix, Visma Business first of all deducts VAT if the purchase price is expressed as a gross price.

When the purchase price has to be a gross price, and it is calculated from the cost price in the Price and discount matrix, Visma Business adds VAT.

The cost price equals Net purchase price * (1 + cost price addition) in purchase orders and in connection with estimates in the Price and discount matrix.

When the sales price is calculated from the cost price, i.e. the Price as a % of cost field is completed in the order head, VAT is added to the order lines if the order is a gross order.