Entry layout for entries with credit restriction and payment discount

You add a new entry layout for purchase entries and add fields for the credit restriction and/or payment discount. You can also adjust your current entry layout and add the fields.

To add an entry layout:

1. Go to: General / Management / Entry layout.
2. Select Financial entries (Purchase journal) (Profit).
3. Click on the action: Copy.
4. Enter the description.
5. Click on: Finish.
6. Go to the tab: Line.

   Under Line layout, the fields for the entry layout are displayed.

7. Drag the Payment discount (%) or Payment discount field to Line layout.

   The choice of the field depends on how you want to enter the payment discount.

8. If you want to be able to select or deselect this check box during entry, drag the Payment discount incl. VAT field.

   If the check box is selected the payment discount is calculated over the invoice total.

   If you deselect the check box, the payment discount is determined based on the invoice amount exclusive of VAT (the gross amount). In that case, the payment discount is calculated over the goods total.

   By default, the Payment discount incl. VAT check box is selected. If you want to change the preferred value of this setting, you can also do this on the Line Fields tab of the entry layout.

9. If you want to use credit restriction, drag the Days credit restriction﷓ field to Line layout.
10. If you want to use payment discount, drag the Days payment discount field to Line layout.
11. Click on: OK.

To add a new purchase journal:

You can add a new purchase journal in which you are going to use the new entry layout for entering credit restriction and/or payment discount:

1. Go to: Financial / Ledger / Journal.
2. Click on: New.
3. Use the wizard to add the purchase journal.

To link the entry layout:

You link the new entry layout to the new purchase journal.

1. Go to: Financial / Ledger / Journal.
2. In the LAYOUT window, you select the layout just created using the selection button next to the Enter field.

You are not obliged to create a link. If you do not do so then every time you open the purchase journal in question, Profit will ask you which layout you want to use.