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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

Expense Order Stock Grid

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This section of the Expense Order form contains a grid used to record any expenses that have been incurred in relation to an expense order.

 

Within this grid is displayed information regarding the cost of the goods, the tax free and the tax paid price of the goods, the tax code and total of the expense.

 

Expense PO Grid

Expense Order expanded view

 

The fields within the expense grid are described below. Depending on the Options/Setups, it is possible that not all of these will be available.

 

Field

Explanation

Date

The date the entry is made.

Initials

The initials of the user who made the entry.

PO#

The purchase order number that the expense relates to, otherwise it will be blank if it doesn't relate to a purchase order.

Account Code

General ledger code for this expense. Use the ellipsis [...] beside this field to search for the correct code.

 

Note: Ctrl+S will open the Locate value screen to assist in locating the required code.

 

locate value

Branch/Sub-Branch

Enter the branch (only visible if Branches are being used).

GL Dept

Select a GL Department (if required).

Description

This is a description of the expense.

Qty

Number of the units ordered.

Price Ex

The price without tax.

Price Inc

The price including the tax component.

Tax

Tax code.

Total

Total amount of the expense.

 

Info

When entering a negative expense order, the quantity is still entered as a positive number, as quantities for expenses are not kept track of. Only the dollar values should be entered as negative values.

 

Info

If the expense is applied to a purchase order, it will disregard the general ledger account selected and use the Expenses on Unfinished Purchase Orders account, and from there will be distributed to the correct Stock on Hand – Stock GL Group accounts. A branch (if branches are enabled), sub-branch or GL Department cannot be selected if the expense is applied to a purchase order.

 

Further information

Purchases Security

Expenses at a Glance

Expense Order Stock Grid

Expenses Tab on PO's

Purchase/Expense Comment Grid

Purchase/Expense Order Footer

Purchase/Expense Order Header

Purchases/Expenses Status

Purchases/Expenses Tabs

Purchase Preview Pane        

 

How to

Add a Document to a Purchase/Expense Order

Add a Negative Expense Order

Add an Expense Order

Add Comments

Add Stock to

Fix Incorrect Pricing after PO on Finished Status

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

List Header

Progress Payments on Purchase Orders

Purchase/Expense Order list

Reports

Receive Stock

Unprint Expense

View or Edit a Purchase/Expense