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Add Documents/LinesAdd Documents/Lines
The function for adding movements and orders makes the creating of invoice 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.
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).
Documents which are possible to add on POSX:
- Customer orders
- Warehouse Transfer
- POSX Documents
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.
Subjects
| Customer |
First person in the document. With the adding to issue this field is called Customer.
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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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.
| 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 Name, U/M and Origin |
In the line of the document you can change the name of the item and the measurement unit without changing the data in the register. This is why:
- you do not enter the field if a new name and the measure unit as entered in original document is to be used (suitable for creating the reversing of document or credit notes).
- check, if you wish for the program to find the name of the item and the measuring unit again in the items register.
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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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| Copy Note |
If checked, the note (from Value bar of document) will be transfered. |
| Copy Internal Note |
If checked, the Internal note (from Value bar of document) will be transfered. |
| Transfer note from Line |
If checked, the notes from line will be transfered. |
| Transfer Exchange Rate |
If checked, Exchange Rate will be transfered. |
| 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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