Sales Free Goods (SFG)) - Setup

Introduction

You can define the specific rules on the page Free Gifts Setup (SFG):


FieldDescription
Free Gift CodeSpecifies the code that identifies this setup line
Free Gift Typechoose between: Recourse Without recourse
Typechoose between: Charge (Item) G/L Account
No.select the Charge (Item) No. or the Account No. according to the option in the field Type
VAT Prod. Posting GroupIf the Free Gift Type is Without recourse the system allows the user to choose the VAT Prod. Posting Group. If the field VAT Prod. Posting Group is empty the system automatically will calculate it according to the line item to which it relates. When releasing the order, where the " Charge Item” line has been created, the system verifies that the Line Amount Incl. VAT " (the sum of the 2 lines) is zero. If the Free Gift Type is With recourse the system allows the user to choose the VAT Prod. Posting Group (the Group will be with no VAT applied)
Source CodeCode that allows to distinguish the free gifts postings, so that they are easily identifiable.

N.B.

The free gift managed with the Item Charge must be accounted for in a specific account of the free gifts. The system will then inherit the General Product Posting Group set on item charge if populated:


If the Item Charge setup is not specified, then the free gift will inherit the General Product Posting Group on the source item line.

Insert Sales Free Goods

  • To assign Sales Free Goods in sales documents, it is necessary to fill in the ‘Gift Code’ field in the sales line you want to gift
  • Upon the release of the document, the gift lines will be automatically added, in accordance with the setup of the indicated gift code
  • Gift lines can also be added manually using the ‘Insert Free Goods Lines’ action
  • The manual mode is mandatory in cases where document approval workflows are required



EOS Labs -