Global columns
Invoices and other business documents frequently have a common set of columns with meanings such as quantity, unit price, or description. A column like Quantity is not just a column with an arbitrary set of characters in each cell, but rather has a value that signifies the quantity of a line item.
When you create a project, a set of fifteen global, predefined columns that are commonly used for invoice and purchase order line items, are generated automatically.
You can add global columns to a table model, and then map the columns to a table locator field. You cannot delete a global column, but you can rename and localize the column name. Global columns are highlighted yellow while user-defined columns have no highlighting.
If you need additional columns, you can add a user-defined column to the column pool.
A global column has an English name by default. Names can be added for different languages as needed.
The following default global columns are available:
- Position
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The line item number of the item invoiced, provided by the supplier.
- Quantity
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The quantity invoiced.
- Description
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Text that describes the item invoiced.
- Unit Price
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The unit price, which may be discounted.
- Total Price
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The total price, which may be discounted.
- Unit Measure
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The unit of quantity. The package size of a unit is predefined for 1, 10, or 1000 items per package. This column does not stand for quantity units, such as kilograms, inches or liters.
- Article Code
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The buyer’s article code for the line item. This code usually differs from the suppliers article code for the same item.
- Supplier Article Code
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The article code used for the selected line item allocated by the supplier.
- Order Number
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The purchase order number of the ordered line item.
- Purchase Order Item Number
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The line item ID of the matching item in the purchase order.
- Delivery Note Number
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The number of the delivery note enclosed with the delivery when this line item was delivered.
- Tax
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A percentage rate.
- Tax Amount
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A monetary amount.
- Discount
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A percentage rate.
- Discount Amount
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A monetary amount. The discount amount is a reduction applied to the total price and does not refer on the unit price.