Transaction Issues - How to solve

What You'll Find on This Page

• Round-up Qty is not working when adding Items to a Transaction
• I am unable to copy a Transaction - the Copy to Transaction menu item on the Transaction menu is disabled.
• When I try to copy Material and Outwork Items from an Estimate item on my Work Order transaction to a Purchase Order module, the items are not displayed in the Copy dialog.
• The Total (exc) + VAT does not equal the Total (Inc) on some Transactions

Round-up Qty is not working when adding Items to a Transaction

The Roundup Qty functionality is only applicable to Services and Materials on an Estimate.

I am unable to copy a Transaction - the Copy to Transaction menu item on the Transaction menu is disabled.

The user that is logged in, must have editing rights to the module to which a Transaction is copied, if not, the Copy to... menu item will be disabled.

User access can be checked under Main Menu > Setup > Staff > Edit > Settings > Select the Module > Editing Allowed - All or Own.

When I try to copy Material and Outwork Items from an Estimate item on my Work Order transaction to a Purchase Order module, the items are not displayed in the Copy dialog.

Material and Outwork items on an Estimate will only appear in the Purchase Order Copy dialog if the Copy Rules > Copy Item Types setting for the Purchase Order has been set to Purchase.

The Total (exc) + VAT does not equal the Total (Inc) on some Transactions

QuickEasy calculates VAT at an item level. The Total (exc), VAT and Total (inc) on the Transaction header is the sum of the Total (exc), VAT and Total (inc) of all the items.

If you, therefore, calculated the VAT on the sum the Total (exc), it would in many cases differ from the sum of the VAT on all the items - due to rounding differences.

Additionally, you could have Tax Exempt items in a transaction, which would further skew the relationship between Total (exc), VAT and Total (inc) in the Transaction header.

To hide this rounding difference between item totals and transaction total, companies are allowed to only show the Total (inc) and the amount of VAT that is included in the Total (inc). (eg. Pick n Pay).

This approach is not practical when selling to businesses, because companies would want to see the Total (exc) - which is the actual cost to a VAT registered company. In these cases, you would need to show both the Total (exc) (cost to the company) and the Total (inc) (amount that must be paid) and it should be acceptable to clients that the header Totals are a sum of the items and that the Total (exc) + VAT might not be exactly the same as the Total (inc).