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العربية

Sub-Item Configuration

A sub-item (الصنف الفرعي) is a serialized/tracked sub-unit of an item that carries its own warehouse, locator, taxes, status and back-links to the documents that created or touched it. The options on this tab control what header/line data a document writes into the sub-item record, how taxes are copied to and from it, and how sub-items are spread and filtered.

Where to find it

Open the document's Document Term (توجيه), then the Sub-Item tab.

Creating & Spreading Sub-Items

These toggles control how many sub-item records a line produces and where their warehouse/locator come from.

Spread Sub-Item Lines If Qty Greater Than One termConfig.spreadSubItemLinesIfQtyGreaterThanOne — When a line carries a quantity greater than one, splits it into multiple lines of quantity 1 so each unit can be tracked as its own sub-item.

Create Sub-Item From Line Information termConfig.createSubItemFromLineInfo — Auto-creates a new sub-item record populated from the line's data when none is supplied on the line.

Copy Warehouse To Sub-Item termConfig.copyWarehouseToSubItem — On save, writes the line's destination warehouse into each line's sub-item record.

Copy Locator To Sub-Item termConfig.copyLocatorToSubItem — On save, writes the line's destination locator into each line's sub-item record.

Copying Document References into the Sub-Item

Each toggle below stamps the current document's reference into the matching field of the sub-item record when the document is applied (and clears it on cancel / un-apply). This builds the back-links that let you trace which documents created or touched each sub-item.

OptionField ID
Update Purchase Invoice In Sub-ItemtermConfig.updatePurchaseInvoiceInSubItem
Update Sales Invoice In Sub-ItemtermConfig.updateSalesInvoiceInSubItem
Update Purchase Order In Sub-ItemtermConfig.updatePurchaseOrderInSubItem
Update Sales Order In Sub-ItemtermConfig.updateSalesOrderInSubItem
Update Stock Receipt In Sub-ItemtermConfig.updateStockReceiptInSubItem
Update Traffic Letter In Sub-ItemtermConfig.updateTrafficLetterInSubItem
Update Traffic Letter Request In Sub-ItemtermConfig.updateTrafficLetterReqInSubItem
Update Sales Quotation In Sub-ItemtermConfig.updateSalesQuotationInSubItem
Update Sales Quotation Request In Sub-ItemtermConfig.updateSalesQuotationReqInSubItem

Update Salesman In Sub-Item termConfig.updateSalesmanInSubItem — Writes the document's salesman into the sub-item's salesman field. Effective only when the document type carries a salesman.

Copying Dimensions into the Sub-Item

These toggles copy the analytic dimensions (محددات) — branch, sector, department and analysis set — into the sub-item record. Each dimension has two variants: one that takes the value from the invoice (the document/line dimension) and one that takes it from the warehouse (the line warehouse's dimension). Enable the variant that matches where you maintain the dimension.

From the invoice — copies the document/line dimension into the sub-item:

OptionField ID
Update Branch In Sub-Item From InvoicetermConfig.updateBranchInSubItemFromInvoice
Update Sector In Sub-Item From InvoicetermConfig.updateSectorInSubItemFromInvoice
Update Department In Sub-Item From InvoicetermConfig.updateDepartmentInSubItemFromInvoice
Update Analysis Set In Sub-Item From InvoicetermConfig.updateAnalysisSetInSubItemFromInvoice

From the warehouse — copies the line warehouse's dimension into the sub-item:

OptionField ID
Update Branch In Sub-Item From WarehousetermConfig.updateBranchInSubItemFromWarehouse
Update Sector In Sub-Item From WarehousetermConfig.updateSectorInSubItemFromWarehouse
Update Department In Sub-Item From WarehousetermConfig.updateDepartmentInSubItemFromWarehouse
Update Analysis Set In Sub-Item From WarehousetermConfig.updateAnalysisSetInSubItemFromWarehouse

Tax Percentages

These toggles copy the four tax percentages between the line and its sub-item. They take effect only on invoice lines. The From Sub-Item family pulls the stored percentage out of the sub-item and onto the line; the To Sub-Item family writes the line's percentage back into the sub-item record.

From the sub-item onto the line:

OptionField ID
Copy Tax 1 Percentage From Sub-ItemtermConfig.copyTax1PercentageFromSubItem
Copy Tax 2 Percentage From Sub-ItemtermConfig.copyTax2PercentageFromSubItem
Copy Tax 3 Percentage From Sub-ItemtermConfig.copyTax3PercentageFromSubItem
Copy Tax 4 Percentage From Sub-ItemtermConfig.copyTax4PercentageFromSubItem

From the line into the sub-item:

OptionField ID
Copy Tax 1 Percentage To Sub-ItemtermConfig.copyTax1PercentageToSubItem
Copy Tax 2 Percentage To Sub-ItemtermConfig.copyTax2PercentageToSubItem
Copy Tax 3 Percentage To Sub-ItemtermConfig.copyTax3PercentageToSubItem
Copy Tax 4 Percentage To Sub-ItemtermConfig.copyTax4PercentageToSubItem

Copy Taxes From Sub-Item After termConfig.copyTaxesFromSubItemAfter — A cut-off date that gates the copy-taxes logic above. If a date is set and the document's value date is on or before it, the tax-percentage copy is skipped entirely; only documents dated after this date apply the copy.

Misc

Sub-Item Status Value Date Field ID termConfig.subItemStatusValueDateFieldId — Selects which document field supplies the effective ("value") date used when ordering and applying sub-item status entries. If empty, the document's normal value date is used.

Update Delivery Date In Sub-Item termConfig.updateDeliveryDateInSubItem — On apply, writes the document's delivery date into the sub-item's delivery-date field.

Update Cancelled By Doc In Sub-Item termConfig.updateCancelledByDoc — Stamps this document's reference into the sub-item's "cancelled by document" field, recording which document cancelled / voided the sub-item.

Do Not Filter Sub-Items By From-Document Sub-Items termConfig.doNotFilterSubItemsByFromDocSubItems — When building a document based on a From-Document, does not restrict the selectable sub-items to those present on the From-Document lines; any matching sub-item is allowed.

Do Not Spread Line Data When Sub-Item Of From-Document Added termConfig.doNotSpreadLineDataWhenSubItemOfFromDocAdded — When a sub-item that already exists on the From-Document is selected, skips auto-spreading / copying that From-Document line's data onto the new line.

Ignore Validate If Return Should Be Sent To Tax Authority termConfig.ignoreValidateIfReturnShouldBeSentToTaxAuthority — Sales-return documents only (Sales Return, Sales Return Request, Service-Center Sales Return). Suppresses the validation that blocks a return when the return itself should be sent to the tax authority, in the case where the parent (From-Document / invoice) is already eligible to be sent to the tax authority.