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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