BTA on orders

When a BTA agreement line is activated, it will work automatic on orders (All Sales and purchase types). BTA will update when an order is released or invoiced. When updating BTA looks for agreement lines that need to be calculated or recalculated and then calculate.

Note

If there has been posted on a order document line, there will not be calculated any new BTA Agreements lines for the order document line. New BTA Agreements lines will only be valid on not posted order lines.

An BTA Document Line can also only be change until the first post is made on that line. If the BTA Document Line is not valid anymore, no new BTA Post will be made on that BTA Document Line.

From the functions menu at the lines it is possible to manually update BTA. This is handy, if a user wants to see if any BTA lines will be put on an order before releasing it.

From the fact box it is possible to initialize BTA lines. This is used, if a lot of lines has been moved around, and now the placement of the BTA lines is wrong.

From the BTA Fact Box, it is also possible to open the BTA Document or view the agreement lines valid for the order.

Besides above functions the BTA Fact Box also shows which BTA lines has been calculated. In the example below, there is only items lines and no BTA lines on the order lines, but a bonus has been calculated and will be posted when the order is invoiced.

On the Sales Order, Sales Invoice and Purchase Order Statistics it is possible to see what the BTA adjust Profit or Purchase price is, if Include in Statistics is checked on Posting Setup. BTA will calculate every time the statistics is opened.