These are the sales module definitions and properties. These definitions also include rates, currencies, approved credit card brands etc.
At the top of this tab, fill in the general definitions fields of the sales module. Pay attention to the mandatory fields.
|Bookkeeping Currency||This is a mandatory field, which defines the bookkeeping currency for the organization. This currency does not have to be the same currency of the local country.|
|Download Currency Rates At||Define the daily timing for the currencies rates download. The rates will be updated according to the data source, as defined in the "Operative Currencies" table.|
|Invoice Total Rounding Off||The rounding off policy of the organization. Select the required policy:
|Required Client Id beyond Total Amount LC||According to the local regulation and the organization's policy, define the total amount which requires the client to present his ID.|
|Set Sale Docs Agency According to||The agency field in the sale documents will be defined according to:
|Copy Sale Docs Agent from Client record field||Define the sales agent for the sale documents:
The Sales Module Definition TablesThere are four definition tables in this tab:
Bookkeeping Local VAT / GST Rates:
Hyper allows to receive the VAT / GST rates from its servers. The data is taken from the local tax authorities.
|From Date||The date of rate update. A new row will be created for any new rate update.|
|Tax Rate||The updated tax rate.|
Operative Consumers Price Indexes
The list of indexes which are being used by the organization. This list is manually updated by the organization.
|Code||The exact chars that represent the index.|
|Full Name in Local Language||Full name of the index in the local language and its description.|
The defined operative currencies of the organization, according to its policy. The exchange rates are received from central banks that were defined in the system. Therefore, each currency should be defined only once, in the following definition fields:
|Code||The international agreed code of the currency.|
|Full Name in English||The currencies full name. This field will be automatically updated by the system, when filling in the agreed international currency code in the "Code" field.|
|Minimal Cash Coin Amount||The minimal cash coin amount, which is accepted by the organization.|
|Safe Minimal Rate||The minimal exchange rate, according to the organization policy.|
|Safe Maximal Rate||The maximal exchange rate, according to the organization policy.|
|Data Source||The data source of the currencies exchange, according to the availability of these rates.|
Credit Card Brands
Define the accepted credit card brands of the organization.
|Brand Name||The formal brand name.|
|Calc Payment Date Function||According to the agreements with the credit card company, select the payment date function:
|Receipt C.C. Default Account||Select the account from the inner account list (with "Account Purpose" field value of "Electronic Income").|
The following action buttons are available at the bottom of this tab:
|Update VAT/GST rates from SYE Server||This button updates the VAT / GST table, by using the local tax authority (according to the "Company Registered in Country" field, of the Global & Basic Settings). Else, the rates should be manually updated. This button also updates the list of banks in Hyper.|
|Rebuild FX Rates Table||Rebuild the FX rates according to the FX Rates history, for the required dates. This action resets the Currency Rates table and rebuild it, according to the bookkeeping currency. The rates will be updated from the required selected date in the opened window. This action also updates the Data Source for each of the currencies records in the Operative Currencies table.|
For further information about the available System Fundamentals Definitions, click here.