In Settings, Purchases/Sales, there are two related options, Action none, with balances and related copy.
Together they let you work with orders and delivery notes without copying again items that have already moved to later documents, and where needed show the correct customer balance.
In the related copy field you type or select the abbreviation that appears in the Related document field of the document that has been issued. You can enter several abbreviations separated by commas, e.g. ΔΠΑΡ,ΔΑΠΟ, when for example you use both Order form (ΔΠΑΡ) and Delivery note without prices (ΔΑΠΟ).
On each copy, only the abbreviation of the document you are copying is used. If for example you copy order ΔΠΑΡ 001#100, quantities are subtracted based on documents whose Related field states ΔΠΑΡ 001#100; if you copy delivery note ΔΑΠΟ 002#50, they are subtracted based on ΔΑΠΟ 002#50.
The two chains do not affect each other, even if they share the same series or number.
The check is enabled on documents with no stock movement (e.g. orders) and on delivery notes without prices shown.
When you press Copy on such a document, this question appears:
- With pending quantities, only lines with a positive remaining quantity are copied (after subtracting those that have already moved to related documents).
- All, full copy of every line.
- Cancel, no copy is made.
For the calculation of pending quantities to work correctly, the later documents (delivery notes, invoices, etc.) must have the source reference in the Related document field (e.g. ΔΑΠΟ 002#50 when they come from a delivery note). If you copy a delivery note in order to invoice only what has not been invoiced yet, enter the abbreviation of the delivery note in the setting, not the one of the invoice.
The balance addition option concerns printing documents with no movement (e.g. orders). When it is enabled, the current total of the document is added to the customer’s old balance in the balance field of the form, so that the updated balance after the order is visible, without an invoice or stock movement having been issued yet.