Search Document by Different Criteria

Document overview is a general review or summary of created documents in the form of reports. 

This chapter describes the functionality of document overview of POS issue documents using different search criteria, i.e. todays or yesterday’s document, documents from the previous month, or unissued documents.

Case summary The person responsible would like to overview created documents on POS X type document 3200 for the period 01.01.2020-31.12.2021. In order to do so, the person responsible selects the option for Document preview.

HINT Document overview can be used with different search criteria (show only today’s documents, show documents from yesterday). Documents can be searched by months or period range. Also from this panel, X report can be created and sent to print on a fiscal printer.

To start the document overview, the person responsible first needs to click the Documents button.
The program opens the Document Overview panel:

The person responsible clicks the Range button to start searching by period from-period to:

Into this panel, the person responsible enters dates:

Hint Clicking the name of the month opens a list of months to select from:

HINT Year can be entered using down and up keyboard buttons:

After entering the period range, the person responsible finishes the process by clicking the OK button.
In document overview, the person responsible finds documents within that period range:

Warning By clicking the document on the left side of the Document overview panel, a preview of the specific document is shown on the right.