General details

<< Prev   Next >>

If you generate an inventory write-off document from a source document (such as a physical inventory), its general details are automatically prefilled. You can edit them.

To learn about the general details fields, see the following table:

Field	Description
GL account	A GL debit account for recording inventory write-off. The GL account list is based on the Primary chart of accounts. It is available if Use default type of accounting is selected in Settings > Company.
Expense item	An expense item for recording inventory write-off. The expense item list is based on the Income and expense items catalog. The list includes only the items belonging to category Expense, Income/expense, and Indirect product cost.
Base document	A physical inventory document that this document is based on. It is used for the traceability of business documents. This field is automatically prefilled if you generate an inventory write-off document from a physical inventory document. It is recommended that you edit this field only if you are creating an inventory write-off document from scratch. After you select a physical inventory document, you can click to populate its data to the inventory write-off document .
Number	The document ID. It is automatically generated when you post the document. You can edit it. You can find documents by ID in the Inventory write-offs list.
Date	The date of the document register records. It is automatically filled in with the current date when you create the document. You can edit it.
Company	A company that the document is created for. The company list is based on the Companies catalog. It is available if the Manage multiple companies checkbox is selected in Settings > Company.
Warehouse	A storage location where inventory is written off. The value list is based on the Business units catalog. Note. Warehouse selection is available only if multiple warehouses are used (the Use multiple warehouses checkbox is selected in Settings > Purchases / Warehouse).
Storage bin	A storage bin where inventory is written off. The storage bin list is based on the Storage bins catalog. The list includes only the storage bins of the selected warehouse. It is available only if the Inventory accounting by storage bins checkbox is selected in Settings > Purchases / Warehouse.

<< Prev   Next >>