By default, LoMag software has different types of documents; these documents are used for common purpose. And not only these documents, software has also enabled its users to create new type of documents according to defined structure. In the following manual, we will show you how to add new document in the LoMag program.
In order to add a new document open the setting option present in the program tab. You can also use 'Ctrl+U' shortcut key or simply click the setting icon present at the top right corner of the window.
A dialogue box opens as shown below;
On the left side of setting window click on create a new type button. This will open a new dialogue box, where you can define the criteria for new document.
Now, define the name, type, symbol for the new document. Select the Invoice type from the drop-down menu, enter the Reverse Charge Invoice name and use the symbol RCI for the new document. As we are preparing reverse charge document, therefore, select the 0% VAT rate instead of 23% (by default setting). After entering all the parameters, select the OK button.
After performing the above steps, a new document with the name of Reverse Charge Invoice will be appeared in the list. Now you can easily configure its functionality by using right side of the window.
To issue a new document in LoMag program, click on the Document tab present next to program option and select the Reverse Charge Invoice (defined above) from the drop-down list.
After selection, a new window of Reverse Charge Invoice document will be appeared in front of your screen. Click on the add button in order to open a new wizard window.
Click on the add option in order to define new products in the Reverse Charge Invoice document. Set the desired position from the drop-down list and the price of products. It should be noted that the VAT rate is 0% because we have set this rate initially. If we did not set this VAT rate initially, then program will show you 23% rate. Choose the product ''Monitor Samsung 17'' from the list.
Similarly, add other products according to above position and after successful addition of goods the final window will be given below. Close the document by clicking on save button.
All the essential entries and template of reverse charge invoice must be according to legislator and we can easily see these on the printed document. Click on the print icon and a printed view will be opened. The detailed instructions for editing the document are discussed here. In order to do the editing of template, click the editor button.
For adding the new information about the reverse charge invoice, click on the text value present on the left side of the window and dragged this text value in the right side of the document.
Now, click on the above text field. When you click on the text, it will be highlighted with the red frame so that you can write the text in it. The left side of the window shows the properties of that text box, enter the Reverse charge Invoice text in it. When you enter the text, the same text will be appeared on the right side of the window.
Save your template settings by closing the window. When you click on the close button, software will ask you whether you want to save the template or not? Click on the Yes button and close the window.
Click on the print preview button. This will open the print preview window. All the above settings will be appeared as shown in the screenshot below.
Now, in order to ensure that above settings must not be applicable for all documents and only for Reverse Charge editor, we must perform following steps. For this purpose, open a new invoice document and go to the template editor option. Select the template button; click the Save as option and this will open the list of available templates.
Enter the name of new template that is Reverse Charge Invoice in our case. Confirm your settings by clicking on Save as option and close the window.
Now for viewing the default template options list, click on the settings option present at the top right corner of the window and then select the Reverse Charge Invoice option under the document tab.
Click on the Set Printing template icon and this will open the drop-down menu. Select the 'Reverse Charge' invoice option from the list. Confirm your settings by clicking on the OK button.
In this way, each time when you will create a reverse invoice document, the template editor will automatically created and it will include all the options, which was defined by a user in above steps.
In order to generate JPK files select the report module present at the top of the menu and move your cursor to a uniform control file in the drop-down menu (last option). This will display two options; JPK warehouse and JPK invoices. Select the JPK invoice option as shown in the picture below;
Now move your cursor to the fourth option of the new window and select the YES option to generate the reverse charge invoice in the JPK file. Do follow the previous steps (1-4) according to JPK manual..
We will recommend you to use this procedure only for the Reverse Charge Invoice document. The reason is; the YES option of the above step will convert ''ALL'' the reverse charge invoice document into JPK file. You can perform configuration of the JPK files in the LoMag software. For this, click on the settings option and select the dedicated columns tab in the setting window.
Select the type of dedicated column (for example invoice). Move your cursor to the add option button to configure the dedicated column.
Introduce the Reverse Charge Invoice name in the new window, select the Yes/No type and then hit the OK button to confirm the decision.
Now the window of the dedicated column will show you the above settings. Close the window by clicking on the OK button.
Click on the invoice wizard option, this will open a new invoice document. You will see that screen has a new box with the name of 'Reverse Charge'. In order to generate a JPK file, check this box and complete the invoice document according to previous manuals.
After performing the above step, LoMag users have now the opportunity to select the file wizard option from the drop-down menu of the JPK window. Select the 'Reverse Charge' invoice from the list of P_18. By choosing this option, reverse charge invoice will automatically generates JPK file and all the other remaining documents in the standard manner.