Set up officials (Russia)

This article explains how to set up officials in Russia who generate transportation invoices and job tickets and who are involved in various reports.

Set up officials who generate transportation invoices and job tickets

This procedure applies to features in the Inventory management module. It doesn't apply to features in Warehouse management overview.

Use the Officials page to set up the officials who are involved in the transportation of cargo. You can select the officials who are responsible for intercompany and intracompany transactions.

You must set up records for the officials who are responsible for transportation on both sides of the transactions. Therefore, you must set up records for the officials both on the customer or vendor side, and on the company side. This information is required when you generate and print a transportation invoice and a job ticket that are based on a bill of lading.

1. Select Organization administration > Setup > Contacts > Officials.

2. To set up records for the officials who are responsible for transportation on outgoing documents for customers, on the Sales orders tab, select either Invoice or Invoice - credit-note, and then follow these steps:

   1. Create a record for an official. In the Position field, select Customer transportation responsible.
   2. In the Name field, select the customer contact who is responsible for transportation.
   3. Create a record for an official. In the Position field, select Transportation responsible.
   4. In the Name field, select the company contact who is responsible for transportation.

3. To set up records for the officials who are responsible for transportation on incoming documents for vendors, on the Purchase orders tab, select either Invoice or Invoice - credit-note, and then follow these steps:

   1. Create a record for an official. In the Position field, select Vendor transportation responsible.
   2. In the Name field, select the vendor contact who is responsible for transportation.
   3. Create a record for an official. In the Position field, select Transportation responsible.
   4. In the Name field, select the company contact who is responsible for transportation.

4. To set up records for the officials who are responsible for transportation on incoming or outgoing warehouse documents, on the Inventory item management tab, select either Issue slip for sales order (M-15) or Issue slip for transfer order (M-15), and then follow these steps:

   1. Create a record for an official. In the Position field, select Customer transportation responsible.

   2. In the Name field, select the customer contact who is responsible for transportation.

   3. Create a record for an official. In the Position field, select Transportation responsible.

      Note

      You can set up a record for a Transportation responsible official only if you selected Issue slip for transfer order (M-15).

   4. In the Name field, select the company contact who is responsible for transportation.

Set up officials for the counting list (INV-5) report

This procedure applies to features in the Inventory management module. It doesn't apply to features in Warehouse management overview.

Use the Officials page to set up the officials who are involved in the item counting process for the Counting list (INV-5) report.

1. Select Organization administration > Setup > Contacts > Officials.

2. On the Inventory tab, in the left pane, select Counting list (INV-5).

3. In the right pane, press Ctrl+N to create an official.

4. In the Position field, select the designation for the official.

   Note

   You can set up a maximum of one chair and one person who is in charge.

5. In the Name field, enter the name of the official.

6. In the Job title field, select the alias for the job title of the official.

Set up officials for the Counting act INV-6 report

This procedure applies to features in the Inventory management module. It doesn't apply to features in Warehouse management overview.

Use the Officials page to set up officials for the Counting act (INV-6) report. You can identify the company officials who are involved in the item counting process for the report.

1. Select Organization administration > Setup > Contacts > Officials.
2. On the Inventory tab, in the left pane, select Counting act (INV-6).
3. Select Add to create an official for the Counting act (INV-6) report.
4. In the Position field, select the designation for the official.
5. In the Name field, enter the name of the official.
6. In the Job title field, select the job title of the official.

Set up officials for the NVFA statement of writing-off (No. MB-8) report

Use the Officials page to set up the members and chair of the commission that is responsible for the NVFA Statement of writing-off (No. MB-8) report.

1. Select Organization administration > Setup > Contacts > Officials.
2. On the Fixed assets tab, select NVFA Statement of writing-off (No. MB-8).
3. Select Add to create a record.
4. In the Position field, select Member or Chairman to indicate whether the selected employee is a commission member or the chair. You can select only one employee as the chair.
5. In the Name field, select the name of the employee.

Set up officials for the Issue slip (M-15) report

Use the Shipment page to set up officials for the Issue slip (M-15) report that is generated for bailment.

1. Select Inventory management > Periodic > Transfer orders.
2. On the Transfer orders form, select a transfer order for bailment.
3. Select Posting > Ship transfer order.
4. On the Shipment page, on the Officials tab, select the job title of the contact official.
5. Select OK to post the transfer order shipments that include information about officials.

Additional resources

• Set up signers for print forms