Statusi

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Statusi

Panel je namenjen vnosu poljubnih statusov, ki jih lahko izbiramo v glavi dokumenta. Privzeto sta nastavljena dva statusa: Potrjen in Nepotrjen.

Št.	enomestna zaporedna oznaka statusa. Program bo na vrsti dokumenta privzeto polnih status z najnižjo vrednostjo (nejprej številke, nato črke).
Naziv	naziv statusa
Potrjeno	označimo ali gre za status, ki je Potrjen ali Nepotrjen.
Konto debet	iz Kontnega plana izberemo debetni konto.
Konto kredit	iz Kontnega plana izberemo kreditni konto.
	s funkcijo Prenos statusov lahko statuse poljubno prenašamo med vrstami dokumentov. Na voljo imamo dva načina prenosa: Dodajanje: iz izbrane vrste dokumenta bomo na obstoječo dodali statuse. Prekrivanje: iz izbrane vrste dokumenta bomo na obstoječo prekrili statuse, kar pomeni, da bomo obstoječe statuse v celoti zamenjali z novimi.

In LT, LX and FA versions there is also status Posted. Changing status from Unposted to Posted does the posting of the document "in the background". This allows users to use account card and outstanding reports in the program.

There are two option to post document in the LT/LX/FA:

The first is manual change of status to Posted on individual document.
We do not need to change status manually on document. Status will be changed automatically at preparation of outstanding items or account card report.

The second is automatic posting of LT/LX/FA documents when user opens the following in the program:

• import of bank statements
• account card
• outstanding items report
• cash registry.

In this cases the automatic posting is done in the background, if settings in document types are fully entered. Fully entered settings are:

• Document type for posting
• Account DR
• Account CR

If Document type for posting is not entered, the posting for this document type will not be done. This allows users to exclude automatic posting of certain document types.

If Document type for posting is entered, but accounts are missing or one of accounts is missing, then the following IRIS message is shown when user tries to open bank statements import, account card, outstanding items report or cash registry:

In this case user can open document types codebooks and enter missing account numbers or delete value in field Document Type for Posting. If the value in Document Type for Posting is deleted, there will be no attempt to post this document in the future. If missing data is entered, the document will be posted during the next opening of the above mentioned forms.

Document will get status R - Posted automatically when we will prepare report Outstanding Items, Account Card, Cash Registry or Import of Bank Statements. This is applicable only for LT/LX/FA Pantheon version.