iDynamics Green Dot - Use

Green dot calculation

If the customer has the SIG calculation defined, the system will check by item entered in the sales document, if it has an applicable green dot rate.

The calculation of the green dot per sale line is based on:

• Date of calculation. The green dot rate to apply is based on the date defined in the green dot setting to select the rate to apply.

• Item No.. The item that has the green dot configured.

• Item unit of measure. Item unit of measure that has the green dot configured.

Once the SIG amount data has been brought in according to the combination of item, unit of measure and date of calculation, the following calculation is made.

Amount (in unit of measure) * SIG rate = Amount Green Dot of the line.

The SIG amount data is dragged to the posted documents, item movements and green dot movements. If the customer is configured with the option to apply in tax base, an accounting entry is also generated with the amount of the green dot.

Access to green dot information

New accesses have been created and modified existing options to be able to see the green dot information.

Statistics

In the statistics window we have the customer's SIG data as well as the amount of the document:

Sales statistics:

Posted sales invoices:

Posted sales credit memo:

From the field "Amount SIG" we can access the movements that make up the SIG amount as it is a calculated field:

Navigate

In the navigation window we are shown the new green dot entries table:

In the new green dot movement window we have information related to the document that generated the green dot record.

The accounting movements have a check to indicate that they are related to the SIG and an information field with the SIG amount.

If you have accounting verification reports, you must bear in mind that for the 7X account you have a VAT amount on a base that adds the amount and the SIG amount, and for the 47X VAT account the amount is on a base that includes the SIG amount.

In the item movements there is a field calculated with the invoiced SIG amount.

In the value movements we have the SIG amount.

Customers

From the list of customers we can access to the green dot posted entries:

From the cuastomer card we can access the green dot posted entries:

Item

From the list of items we can access the green dot posted entries:

From the item card we can access the green dot posted entries:

Format

Packaging format

In the sales line there is a new field for the packaging format. The packaging format is automatically suggested on the line when indicating product and unit of measure. If we have several packaging formats available for the same combination of product and unit of measure, the one marked by default is suggested.

Consult sales by format

• ECOSOFT format. From the list of ECOSOFT formats we can consult the quantity sold and invoiced by ECOSOFT format. In order to discern sales by period, we can apply a total filter by date.

• Packaging format. From the list of packaging formats we can consult the quantity sold and invoiced by packaging format. In order to discern sales by period, we can apply a total filter by date.