Entering a Work Sheet - Contact Card
- Phone, Fax
- Default taken from
Work Order
- The Customer's telephone and fax numbers, taken from the Work Order and as entered on the 'Contact' card of the Customer record.
- Invoice To
- If any Invoices arising from this Work Sheet are to be sent to a company other than the Customer (e.g. a leasing company or a parent company) the Customer Number for that company will appear here, copied from the Work Order. This is for information purposes only: if you want to change the company that is to receive the Invoice, do so on the 'Del Terms' card of the Service Order.
- Objects
- Paste Special
Object register, Nominal Ledger/System module
- Default taken from Service Order
- You can assign up to 20 Objects, separated by commas, to this Work Sheet and all transactions generated from it. You might define separate Objects to represent different departments, cost centres or product types. This provides a flexible method of analysis that can be used in Nominal Ledger reports.
- In any Nominal Ledger Transactions generated from this Work Sheet, the Objects specified here will be assigned to the debit posting to the Stock Cost Account. Any Objects in the relevant Item records will be assigned to the debit posting as well, although these Objects will not be shown in the grid on the 'Items' card of the Work Sheet.
- Language
- Paste Special
Languages setting, System module
- Default taken from Customer
- The Language Code determines the text to be transferred from various registers and settings, for example the Item Name, and the selection of document forms etc. Leave the field blank to use the home Language.
- You can also use the Language to determine the Form that will be used when you print the Work Sheet, and the printer that will be used to print it. This can include sending the document to a fax machine, if your hardware can support this feature. Do this in the 'Define Document' window for the Work Sheet document, as described here. You can change the Language before printing the Work Sheet even if it has been approved, to ensure it is printed on the correct printer or fax machine.
- Price List
- Default taken from
Service Order
- The Price List is copied here from the Service Order and cannot be changed. It will determine the prices used on this Work Sheet.
- When you add a row to the Work Sheet and specify an Item, Hansa searches either in the Price register or in the Quantity Dependent Prices setting for the single record representing the Item/Price List combination and brings in the Unit Price from there. If the Price List is a Discount Price List, Hansa will search in the Price register. Otherwise, it will search in the Quantity Dependent Prices setting. If no appropriate Price or Quantity Dependent Price record is found, the Unit Price will be brought in from the Item record.
- Zone
- Default taken from
Customer
- These radio buttons show the Zone for this Customer, brought in from the Customer record. The Account Usage S/L setting allows different defaults for the Sales Account and the VAT Account to be set up for each Zone. The setting cannot be changed for an individual Work Sheet: any change should be made in the Customer register before entering Work Sheet.
