Deposit calculation in documents and journals

Deposits can be calculated in documents (sales, purchase) and journals. In each line:

• Document deposit classifications are created:
  • Item deposit classifications
  • Location deposit classifications

The total quantity of empty good classifications is shown in the Empty Goods Classifications field. You can drill-down to see the details (if the field is not visible on the page then you can add it with Personalize).

• When a rule is found for a combination of:
  • The empty goods business group, item and location classification (sales and purchase)
  • Item and location classification (empty goods journal)

The total empty goods amount is shown in the Empty Goods Amount field. You can drill-down to see the details (if the field is not visible on the page then you can add it with Personalize).

• When changes are executed in the document, then both Empty Goods Classifications and Empty Goods Amount are recalculated. Changes can be:
  • Other customer
  • Other vendor
  • Other item
  • Other location
  • Other quantity
  • Other unit of measure code

To setup the general document calculation point

1. Select the Search icon , enter Empty Goods & Deposit Management Setup and then choose the related link. The Empty Goods & Deposit Management Setup page opens.
2. On the Sales & Receivables Setup FastTab, in the Sales Document Calc. Point field, select Validation or Release .
3. On the Purchase & Payables Setup FastTab, in the Purchase Document Calc. Point field select Validation or Release .

To setup the document calculation point for a customer

1. Select the Search icon , enter Customers and then choose the related link.
2. Open the relevant customer card.
3. On the Empty Goods and Deposit Management FastTab, in the EGM Document Calc. Point field select Default (Release), Validation or Release.

To setup the document calculation point for a vendor

1. Select the Search icon , enter Vendors and then choose the related link.
2. Open the relevant vendor card.
3. On the Empty Goods and Deposit Management FastTab, in the EGM Document Calc. Point field, select Default (Release), Validation or Release.