How to: Specify the Supply Type on Documents

  • Article

You must specify the supply type on tax invoices. To do this, you must update the codes and names for the supply types in the Types of Supply window.

The supply types include:

  • Sale

  • Hire purchase, conditional sale, credit sale, or similar transaction

  • Loan

  • Exchange

  • Hire, lease, or rental

  • Goods made from the customer's materials

  • Sale on commission

  • Sale or return or similar terms

  • Any other type of supply

To update the supply types

  1. In the Search box, enter Types of Supply, and then choose the related link.

  2. In the Types of Supply window, on the Home tab, choose New.

  3. Fill in the fields as described in the following table.

    Field Description

    Code

    Specify the code for the supply type. You can enter a maximum of 10 alphanumeric characters.

    Description

    Specify the name of the supply type. You can enter a maximum of 30 alphanumeric characters.

  4. Choose the OK button.

To specify the supply type for customers or vendors

  1. In the Search box, enter Customers or Vendors, and then choose the related link.

  2. Select the relevant customer or vendor. On the Home tab, choose Edit.

  3. In the Customer Card or Vendor Card window, on the Invoicing FastTab, in the Type of Supply Code field, select the code for the supply type.

  4. Enter information into the required fields.

  5. Choose the OK button.

See Also

Concepts

United Kingdom Local Functionality

Other Resources

Customer Card
Vendor Card