Add
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WARNING
For the samples of certain most common types of adding to certain document types see:
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The function for adding movements and orders makes the creating of orders, packing slips or the invoices much easier. Through the use of this function you copy all data from the lines of the selected document or the range of documents and creates a new record (or new records) out of it. The function is most simply used by clicking the 
button in the task bar for the new record, enter the customer and the warehouse, and then click the Add button from the taskbar for lines and a new form will open:
Table of contents
- Document and document type
- Transfer Criteria
- Document
- Document Selection
- Line to Transfer
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1. Document and Document Type
1.1. Document
Documents for adding can be selected in two ways:
- in the Document field: select a certain number of document, selection of documents for adding or type of document for adding. In such case the field "Type" is filled automatically according to the type of the selected type of document. The field for the entry of the document is divided into three sections, as used with the automatic generating of the internal number of the documents.
| Year |
A two-digit code for the year. At the same time it represents the first two characters of the searched document or selection of documents.
If you do not enter the year of document, the search table of consecutive numbers (from and to) will be displaying numbers of documents from the selected type of document for all years.
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| Document type |
Enter or select a three characters code of the document type. At the same time this represents third to fifth character of the searched document or selection of documents. This can be entered manually or selected from the selection table. |
| Consecutive number (from) |
A six-digits consecutive number of the document. This part of the search record can be entered manually or selected from the selection table.
If you do not enter the document, the search table will be showing numbers of documents from the selected type of document for all years.
The document can also be searched by various criteria (number, date,...).
If you select the checkbox Only show undispatched orders, then also this search table will only offer such orders.
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| Consecutive number (to) |
You can only add one single document or selection of documents. The program automatically offers one dingle document, so the consecutive number from the previous field is automatically copied into this field. For adding of selection of documents, this data should be changed and the six-digits consecutive number of the last document from the selection should be entered. This part of the search section is also entered manually or selected from the selection table.
If the year of the document has not been entered, the search table will be displaying numbers of documents from the selected type of document for all years.
Document can also be searched by various criteria (number, date, ...).
If the checkbox Only show undispatched orders is selected for adding of the order, the search table will only offer such orders.
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1.2. Document Type
- in the Type section, where you only select the type of document you wish to add. In the panel Selection of documents you can so find all documents of that type, that correspond to other entered criteria (for example filtering by partner).
| SO |
(Sales Order) Select this option if your are adding a sales order. |
| PO |
(Purchase Order) Select this option if your are adding a purchase order |
| Purchase |
Select this option if your are adding a receiving document
- documents of the Goods module: Receiving
- documents of the Customs module: Receiving
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| Issue |
Select this option if your are adding an issue document
- documents of the Goods module: issue, POS, Transfer
- documents of the Customs module: Issue, Invoice for transit
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2. Checkboxes
1.1. Transfer Criteria
Type of adding can be additionally limited with the use of checkboxes. Some of them are active according to what document you are adding and where you are adding it, while others are only available in certain cases.
Available options for order documents
| Re-Read Prices |
- do not check if you wish to transfer the prices that are shown in the original document to the new document (suitable for creation of reversing of documents or the credit notes and for adding the orders, where the prices and other sales terms are already designated)
- check if you wish for the program to not use the price from the original document, but to find them again according to the hierarchy of price setting (suitable for example for repeated orders, if the sale prices have changed from the last issuing). The option also finds the tax rate again, this is why it is suitable for the transfer of documents before January 1, 2002 into period after January 1, 2002.
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| Re-Read Tax Rates |
Select this option if you wish to keep the prices (without VAT), but use a new tax rate, as entered in the bookkeeping data of the items register. The option is suitable for the transfer of documents for example before January 1, 2002 into period after January 1, 2002.
At the adding of orders of customer on the receiving the tax tariff is found again AUTOMATICALLY, so this checkbox is automatically active and is not visible on the window for adding.
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| Re-Read Weight, Volume and Packages |
In the line of the document you can change the name of the item and the measuring unit, without changing of data in the register. This is why:
- you do not check the field if the weight, volume and the number of packages as entered in the original document is to be used (suitable for adding orders and creating of reversing of the documents or the credit notes)
- check if you wish for the program to search for the weight, volume and the number of packages again in the items register.
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| Sumary by Item |
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| Confirm Transfered Documents |
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| Copy Note |
If checked, the note (from Value bar of document) will be transfered. When more than one documents are transfered, just note from the last document is copied. |
| Copy Internal Note |
If checked, the Internal note (from Value bar of document) will be transfered. When more than one document are transfered, just intenal note from the last document is copied. |
| Transfer note from Line |
If checked, the notes from line will be transfered. When more than one documents are transfered and if the same time parameter summary by item is set on, just note from the last line of item is copied. |
| Transfer Exchange Rate |
If checked, Exchange Rate will be transfered. |
| Fill revenue/cost account from |
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| Mode |
(only with adding that does not count for realization and where the realization is thus not recorded). So, this selection is not available with:
Otherwise you can select type of transfer of the collected data in the panel Lines:
- All - gathers all document lines for the new document
- Not Added - gathers all document lines for the new document, but just non-transferred lines are marked. Lines that are already transfrered sre not marked.
- Not Added for this DT - only gathers the lines that have not been transferred on the same type of document as the one you are currently creating
In the panel "Lines for transfer" you can find a list of all such gathered lines and quantity, that corresponds to the selected type of transfer. This can be the whole quantity, the non-transferred quantity, or the quantity that has not been transferred into this type of document. Before the transfer the amounts for transfer into new document can also be changed. The setting of this checkbox is saved into personal settings of the user.
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1.2. Item Types
We certify one or more Item Types.
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Hint
This is a HINT and should be marked with this icon. If necessary, copy this whole table and add a new hint.
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Warning
This is a WARNING and should be marked with this icon. If necessary, copy this whole table and add a new warning.
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3. Subtitle
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
| Entry 1 |
Description of entry |
| Entry 2 |
Description of entry |
| Entry 3 |
Description of entry |
| Entry 4 |
Description of entry |
| Entry 5 |
Description of entry |
| Entry 6 |
Description of entry |
4. Subtitle
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
5. Subtitle
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Add
Add
Add
The function for adding movements and orders makes the creating of orders, packing slips or the invoices much easier. Through the use of this function you copy all data from the lines of the selected document or the range of documents and creates a new record (or new records) out of it. The function is most simply used by clicking the 
button in the task bar for the new record, enter the customer and the warehouse, and then click the Add button from the taskbar for lines and a new form will open:
Document and document type
Documents for adding can be selected in two ways:
- in the Document field: select a certain number of document, selection of documents for adding or type of document for adding. In such case the field "Type" is filled automatically according to the type of the selected type of document. The field for the entry of the document is divided into three sections, as used with the automatic generating of the internal number of the documents.
- in the Type section, where you only select the type of document you wish to add. In the panel Selection of documents you can so find all documents of that type, that correspond to other entered criteria (for example filtering by partner).
Checkboxes
Type of adding can additionally be limited with the use of checkboxes. For the list of checkboxes and their explanation see Checkboxes. Some of them are active regardless of what document we are adding and where we are adding it, others are available only in certain cases.
Databases and subjects
| Company |
By default the program offers the currently active database. If more databases are available (accounting versions of the program), you can select any optional database from which you wish to add the movements. If the document is added from another database in the overview of linked documents it won't be displayed!
Adding will not be fully successful if you demand for the transfer of the partner's code into the header of the document in the target base and this subject does not exist in the subject register in the target base (see Adding entries not successful! (Subject...) (xx) does not exist in the business subject register!).
Adding of lines with the code of the item which is not entered in the target base of the items will not be successful (see errors with the Transfer statistics).
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| Customer/Supplier |
First person in the document. With the adding to issue this field is called Customer, with adding on receiving it is called Supplier.
If this is about adding of orders and you select the number of document for adding, this number will automatically be entered from the first selected order.
For successful search of data for the transfer (panel Select Documents) you have to mandatory enter first or second person!
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| Consignee |
Third person in the document
If this is about adding of orders and you select the number of document for adding, this data will automatically be filled from the first selected order.
For the successful search of data for the transfer (panel Select Documents), you have to mandatory enter first or second person!
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Function keys
| Add |
This button is displayed (activated) only when you have selected at least one line for transfer into document which you are creating.
With the click on the button the adding of all selected lines for the transfer into document is being carried out.
The program will inform you when the procedure of adding is over (see Adding completed!).
With the use of function it is advised to add the document on to itself in certain cases. Such case is for example countermanding of entered lines on the same document. With the adding of lines of document, where the final and source document are same, the program will announce that, the procedure of adding is being successfully carried out (see Trying to add the document on itself!).
The data about successfully or non-successfully added lines the program displays in the panel Statistics of the transfer.
With the adding of the order the data about partner and is copied into the document header and the lines of document are being created.
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| Clear All |
With the click on this button delete all already selected lines for the transfer into document.
Alternative option to cancel the selection of lines for transfer is:
- to uncheck the Sel. field (marked) - such line will not be transferred into the document which you are creating;
- to choose the Deselect option from the right click menu - this way you deselect all the selected lines for transfer.
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Related themes:
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For the samples of certain most common types of adding to certain document types see:
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