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Create
   
The button is meant for quick and easy creation of documents for issuing, transferring and receiving directly from an order document. The order will be transferred 1:1. The program has certain in-built controls when you're creating documents (e.g. stock control).
If the quantity of the order is larger than existing stock, the program will give you a warning and transfer items to the document only partially.
If the order is already partially or completely dispatched, the program will give you a warning and will not create the document.
 Create button
This function is very handy, because creating a document from an order is faster and simpler than the typical adding process.
Table of contents
- Create
- Adding Statistics
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1. Create
The following fields are in the form:
1.1. Document
| Document Type |
Where you can select the document type from a drop-down menu. |
| Date |
Enter the date of the packing slip, which will appear in the document header. The default value is the current date. |
| Invoice Date |
Enter the invoice date, which will appear in the document header. The default value is the current date. |
| VAT Date |
Enter the VAT Date, which will appear in the document header. The default value is the current date. |
1.2. Purchase Order
| Document Type |
Where you can select the document type from a drop-down menu (sales order and purchase order). |
| Customer |
elect the Customer, for which you want to create an order, from the drop-down menu. |
| Third party |
Select the Third Party to the Supplier from the drop-down menu. The default value is the Supplier from the Supplier field. |
| Date |
Enter the date of the packing slip, which will appear in the document header. The default value is the current date. |
1.3. Transfert Criteria
| Fill in Subject |
When parameter is set on, the subject is transferred to the document |
| Transfer Couse |
When parameter is set on, the sCouse is transferred to the document |
| Confirm Transferred document |
When parameter is set on, the transferred document is confirmed. |
| Transfer linked documents (orders only) |
When parameter is set on, When the parameter is checked, the related documents are transferred (orders only) |
| Fill revenue/cost account from subject |
When parameter is set on, revenue/cost account on created document is filled from subject (financial data, customer account) |
| Transfer delivery deadline |
When the parameter is set on, the Transfer Delivery Deadline is transferred |
| Transfer days for payment |
When creating new Order / Goods document with the function Create, if the switch is switched On, the value from the field anDaysForPayment is transferred to the same field on the new document |
| Transfer payment method |
When creating new Order / Goods document with the function Create, if the switch is switched On, the value from the field acPayMethod is transferred to the same field on the new document |
| Transfer delivery information |
When creating new Order / Goods document with the function Create, if the switch is switched On, the values from the fields acDelivery, acParity, acParityPost, anDeliveryPriority, are transferred to the same fields on the new document |
2. Adding Statistic
The following fields are in the form
| Line |
The number of line of the document. |
| Document at |
The internal number of the document you have added (or were trying to add) . |
| Line at |
The number of line of the document you have added (or were trying to add). |
| Item |
ID of the item you have added (or were trying to add). |
| Name |
The name of the item you have added (or were trying to add). |
| Required Qty |
The quantity that was marked for transfer to a new document. |
| Added Qty. |
The amount that has actually been added to the new document . |
| U/M |
The unit of measurement in the document. |
| Comment |
Reports whether the adding was successful and if not, why the adding did not succeed:
- Transferred: the whole selected line for adding was transferred to a new document
- Transferred - adding serial number: the whole selected line for adding was transferred to a new document, for the items which you are managing by serial numbers; the serial numbers were added
- Transferred - add serial numbers: the whole selected line for adding has been transferred to a new document, but, because managing by serial numbers is selected, you also have to check the serial numbers
- Non-transferred - no stock (only with adding to issue): this occurs when the item is not in stock. Even if you have negative issues allowed at the warehouse, the adding will not be carried out if the item is not on stock. This can happen, for example, when the lines from a second database are being transferred and you do not have the adequate ID (code) in the Items register. The program also displays this message when there is not enough quantity of stock left (see Hard allocations).
- Partially transferred (only with adding to issue): this occurs when when there is not enough items in stock. This happens if the item is tracked by serial numbers which must be entered manually in the Serial numbers panel (see Task bar of receiving document).
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Partially transferred – serial numbers added: selected line for adding was partially transferred (see description Partially transferred) to the new document; for items you are managing by serial numbers, the serial numbers were added as well.
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Below minimum stock (only with adding on issue): if you have selected the option Minimum stock control, after adding the program will also display the IDs of items, the stock of which did fall under the minimum.
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Non-transferred – ID of the item does not exist in the register – this case can happen for example with adding of documents from the second database (see field Company), if you try to add an item, that does not exist at the destination database to the items register. In such case, the item should be entered into the register of destination database before adding.
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Only adding of POS document is possible! Document XXX is not added! – Only with adding into POS module. Only adding of goods movement from POS module is allowed into this module, but not from other goods modules (receiving, issue). So, attempt of such adding results in an error note (see Adding in the POS chapter).
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| Message Type |
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Kreiraj
Create
The button is meant for quick and easy creation of documents for issuing, transferring and receiving directly from an order document. The order will be transferred 1:1. The program has certain in-built controls when you're creating documents (e.g. stock control).
If the quantity of the order is larger than existing stock, the program will give you a warning and transfer items to the document only partially.
If the order is already partially or completely dispatched, the program will give you a warning and will not create the document.
This function is very handy, because creating a document from an order is faster and simpler than the typical adding process.
The following fields are in the form:
Document
- Document Type: where you can select the document type from a drop-down menu;
- Date: Enter the date of the packing slip, which will appear in the document header. The default value is the current date.
- Invoice Date: Enter the invoice date, which will appear in the document header. The default value is the current date.
- VAT Date: Enter the VAT Date, which will appear in the document header. The default value is the current date.
- Fill revenue/cost account from subject: When parameter is set on, revenue/cost account on created document is filled from subject (financial data, customer account)
Purchase Order:
- Document Type: where you can select the document type from a drop-down menu (sales order and purchase order);
- Supplier: Select the Supplier, for which you want to create an order, from the drop-down menu.
- Third party: Select the Third Party to the Supplier from the drop-down menu. The default value is the Supplier from the Supplier field.
- Date: Enter the date of the packing slip, which will appear in the document header. The default value is the current date.
Clicking  , the program will create the document.
An IRIS note will appear:
If the Create Document form doesn't include a document type
a warning will appear:
On orders, it is possible to transfer linked documents from the original order document with the checked "Transfer linked documents" checkbox:
| The unit of measurement in the document. |
| The name of the item you have added (or were trying to add). |
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