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Cumulative entry article

A cumulative entry is an administration method for an order in which the quantity to be delivered on the order line is determined on the basis of the sum of the quantities on one or more underlying lines.

Description

In the case of a cumulative entry, the quantity to be delivered on the sales order line is determined based on the sum of the quantities on one or more of the underlying lines. This allows you to not only print the quantity on the order line itself on order documents (packing slip, invoice), but to also show how this value has been calculated.

Example:

For example, you can use cumulative entries for selling cloth or carpeting on a bolt.

For a cumulative entry, the stock must always be tracked.

For cumulative entries, multiple decimal places and units, as well as units with factors (length x width, length x width x height), are allowed.

You can only use cumulative entries in the sales process, because they are used to determine the sales quantities on the basis of the underlying lines.

Note:

That means that you cannot use cumulative entries in Profit Projecten, Profit Subscriptions and the course administration, or in the purchase process, stock entries and stocktaking. In these components, you can record articles to which cumulative entries apply, but the underlying lines are not used. In these components, quantities are only recorded at the highest level.

Articles to which cumulative entries apply cannot be part of an assembled item and cannot be assembled items themselves.

You can record cumulative entries at various times in the sales process:

  • When delivering a sales order (packing slip)

    In the sales process, prices and line discounts in principle are always determined when the sales order is entered. If you immediately create a packing slip (line) that is not based on an order line, the prices and discounts are determined when the packing slip line is entered. By using cumulative entries, the quantity on the packing slip line will almost always deviate from the quantity in the original sales order. To accommodate this, you can include the settings for Reset price/discount for order line spec. entries in the entry layout of the packing slip. Determining the price and discount only applies if a volume price or volume discount applies to the article.

  • When creating a counter/direct invoice

    When you create a counter/direct invoice, you can include an article to which cumulative entries apply. At the end of the invoice line, the Cumulative entry sub-window is opened automatically.

When you create the sales invoice, you can no longer include cumulative entries, because the quantities are always maintained via the sales order or the packing slip. In the case of an invoice line with an article to which cumulative entries apply, you can view the underlying lines via the Order line specifications sub-window, but you cannot change anything here. You can print the cumulative entries on the invoices.

That means that you cannot use cumulative entries in sales orders, quotations and basic orders. You can record articles to which cumulative entries apply in them, but the quantities are only recorded at the line level here and not calculated based on underlying lines. In these cases, the underlying lines are added in the continuation of the sales process.

Cumulative entry with a unit and calculation

You can record multiple units for articles to which cumulative entries apply. For a unit, you can specify, for example, that the unit method is Lengte x breedte (surface area calculation) or Lengte x breedte x hoogte (volume calculation). If on the order line, a unit is entered for an article to which cumulative entries apply and one of these calculations applies, the corresponding fields are also mandatory in the sub-window. When you complete the sub-window, only the total quantity is copied to the packing slip/invoice line.

Note:

The quantity determined on the basis of the underlying lines is recorded on the packing slip or counter/direct invoice line, but in addition the number of underlying lines is also recorded. This is relevant, for example, if the Number specifies the total number of metres of cloth and the number of bolts of cloth must also be tracked.

Preparation

Procedure

Process

Cumulative entry

Work area

item