eDocumentation – use case

eDocumentation enables electronic archiving of company documents. Tecta has activated the functionality, defined the initial settings and will now start using it. Below is an example of sending an order document to eDocumentation.

CASE SUMMARY Sally Sales, Head of Wholesale at Tecta, received an order confirmation from the customer Ikea Eurupe, Plc. for the item Camping table, which will be used as an exhibit. They agreed with the sales clerk to enclose the product catalogs with the shipment. Before the Wholesale Department issues the order for dispatch, Sally Sales completes the information on the document and archives it to eDocumentation. This is done as follows: Completing information on the document Sending the document to eDocumentation

1. Completing information on the document

The person responsible completes the information by adding the date of the order confirmation and a note to include the product catalogs in the shipment. This is done by opening the menu Orders | Sales orders and selecting the document type 0100 - Sales order from the list. The window 0100 - Sales order opens, where the person responsible then searches for the order document 22-01000-000005.

• In the field Order, the person responsible enters the number of the confirmed order. The person responsible also enters the date in the field Date, as shown in the image below.
• In the field Document note in the footer of the document, the person responsible enters a note on the agreement to include the product catalogs in the shipment.
• The person responsible saves the changes by clicking the toolbar button (Post edit).

2. Sending the document to eDocumentation

The order document 22-01000-000005 is currently stored in the Tecta database. The person responsible now wants to store it to eDocumentation, where it will be archived.

• The person responsible clicks the toolbar button (Wizards) and selects the option Print document range.

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• A new window Print document range opens, where the person responsible selects the Report type that will be sent to the archive.
• In this case, the person responsible selects 095 - Order and clicks the button Send to archive/documentation.

• After the document has been successfully sent to eDocumentation, an information window appears, which the person responsible closes by clicking the button OK.

• A new window Documents opens where the person responsible can view the documents stored to the eDocumentation archive.

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