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Link Documents

 

The Wizards in issuing and receiving documents also enable a quick option to link documents.

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Clicking on Link documents opens the following pop-up window:

The pop-up window has a title and toolbar with system buttons on the top. The window body can be divided into these sections:

  1. Header with basic general data
  2. Left window: Original document from which you ran the wizard with lines
  3. Right window: Document to link
  4. and the Link confirmation button in the bottom right corner

 

1. Header

Number

The number of the document that you want to link with the selected document. You can only select subjects that have the same 1st and 3rd Party as the document from which you ran the wizard.

Customer
(1st Party)

Subject taken from the selected document.

Carrier
(3rd Party)

Subject taken from the selected document.

 

2. Original document from which you ran the wizard

Document

Unique document number from which you ran the wizard.

Line

Consecutive number of the line of the selected document.

Item

Name of the item from the document line. Only items present in the selected document are available.

Quantity

The quantity entered in the line of the selected document.

 

3. Document to link

Sel. (Select)

Select the lines that you want to link.

Document

Unique number of the document selected for linking from the number field.

Line

Consecutive line number in the linked document.

Item

Name of the item from the document line. Only items present in the selected document are available.

Quantity

The quantity entered in the line of the selected document.

 

4. Link button

The Link button links the selected documents. At the same time, the valuation price is written in the Valuation Price column from the line you are linking.

If more lines were selected, clicking on the Link button will link all those you've selected.

After clicking the Link button, the program will display a confirmation message: Operation complete.

WARNING

The link is again recorded into the Custom field to record that the link was created using this function.

 

If no lines are selected, and you click on the OK button in the Information pop-up window, the program issued the following message: Linking is not possible. Select at least one line.

 

 

 

 

 

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