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Parameters in the Purchase and Sales Area Modules

The documents of the passive and active cycle provide their specific settings for valuing the Corporate Centers

Purchase Area​

In the purchase area, configurations are available for Purchase Requests, Purchase Orders, Purchase Delivery Notes, and Purchase Invoices.

Purchase Requests​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier associated with the request line
  • Warehouse: the warehouse linked to the item line

Purchase Orders​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier of the order
  • Warehouse: the warehouse linked to the item line The following flags are also present:
  • Recompute: when creating the order from a previous document (e.g., purchase request), this flag sets the recalculation of the analytics according to the parameters of the destination module
  • Cost/revenue centers compulsory: requires the user to fully value the analytics of each item line
  • Evaluate priority by dimension: this flag is only available for companies with Controlling active. If not present, FluentisERP will apply the search priority and stop its evaluation at the first entity that allows any valuation of the corporate centers. If present, FluentisERP will apply the priority to value all possible dimensions set in the various source entities (i.e., the account, from the item, from the warehouse, from the supplier)

Purchase Delivery Notes​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier of the order
  • Warehouse: the warehouse linked to the item line The following flags are also present:
  • Recompute: when creating the order from a previous document (e.g., supplier order), this flag sets the recalculation of the analytics according to the parameters of the destination module
  • Evaluate priority by dimension: this flag is only available for companies with Controlling active. If not present, FluentisERP will apply the search priority and stop its evaluation at the first entity that allows any valuation of the corporate centers. If present, FluentisERP will apply the priority to value all possible dimensions set in the various source entities (i.e., the account, from the item, from the warehouse, from the supplier)

In the procedure Create Delivery Note from Goods Receipt, the parameter Cost/revenue centers recalculation is available, which sets the recalculation of the analytics according to the parameters of the destination module.

Purchase Invoices​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier of the order
  • Warehouse: the warehouse linked to the item line The following flags are also present:
  • Recompute: when creating the order from a previous document (e.g., purchase delivery note), this flag sets the recalculation of the analytics according to the parameters of the destination module
  • Evaluate priority by dimension: this flag is only available for companies with Controlling active. If not present, FluentisERP will apply the search priority and stop its evaluation at the first entity that allows any valuation of the corporate centers. If present, FluentisERP will apply the priority to value all possible dimensions set in the various source entities (i.e., the account, from the item, from the warehouse, from the supplier)

In the procedure Create Invoices from Goods Receipt, the parameter Cost/revenue centers recalculation is available, which sets the recalculation of the analytics according to the parameters of the destination module.

In the procedure Valorization Purchase Delivery Notes, the parameter Cost/revenue centers recalculation is available, which sets the recalculation of the analytics according to the parameters of the destination module.

In the procedure DDT and return valorization, the parameter Cost/revenue centers recalculation is available, which sets the recalculation of the analytics according to the parameters of the destination module.

Sales Area​

In the sales area, configurations are available for Sales Orders, Sales Delivery Notes, and Sales Invoices.

Sales Offers​

Sales Orders​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier of the order
  • Warehouse: the warehouse linked to the item line The following flags are also present:
  • Evaluate priority by dimension: this flag is only available for companies with Controlling active. If not present, FluentisERP will apply the search priority and stop its evaluation at the first entity that allows any valuation of the corporate centers. If present, FluentisERP will apply the priority to value all possible dimensions set in the various source entities (i.e., the account, from the item, from the warehouse, from the customer)

Sales Delivery Notes​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier of the order
  • Warehouse: the warehouse linked to the item line The following flags are also present:
  • Evaluate priority by dimension: this flag is only available for companies with Controlling active. If not present, FluentisERP will apply the search priority and stop its evaluation at the first entity that allows any valuation of the corporate centers. If present, FluentisERP will apply the priority to value all possible dimensions set in the various source entities (i.e., the account, from the item, from the warehouse, from the customer)

Sales Invoices​

In the module parameters, Analytic tab, we have the possibility to define the priority of valuing the centers among

  • Turnover Type: regarding the chart of accounts associated with the item's purchase revenue
  • Items Register: regarding the selected item
  • Register: supplier of the order
  • Warehouse: the warehouse linked to the item line The following flags are also present:
  • Evaluate priority by dimension: this flag is only available for companies with Controlling active. If not present, FluentisERP will apply the search priority and stop its evaluation at the first entity that allows any valuation of the corporate centers. If present, FluentisERP will apply the priority to value all possible dimensions set in the various source entities (i.e., the account, from the item, from the warehouse, from the customer)

In the procedure Creation from Delivery Notes, the parameter Cost/revenue centers recalculation is available, which sets the recalculation of the analytics according to the parameters of the destination module.