| Number |
You can filter documents by their internal numbers. You can enter the number or select it from the lookup window, using usual functions for searching, sorting and filtering.
You can search for the document by the:
- Key - Internal number of the document;
- Date - Date that is used for entry of materials and are reported on the warehouse card (the date of receiving or issue of goods);
- Consignee - The subject on the receiving document is the warehouse that will receive goods, the subject on the issue document is the customer of goods;
- (Deliver by) subject who delivered goods - The subject on the receiving document is the supplier of goods, the subject on the issue document is the warehouse for the issue of goods.
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| Item |
You can filter the overview by the ID of the item from the line of the document. |
| Name |
You can filter the overview by the name of the item from the line of the document. |
| External ID |
You can filter the overview by the external ID (suppliers ID of the item) from the items registers. |
| Warehouse |
You can filter the overview by the individual warehouse. |
| Customer/Supplier |
You can filter the overview to individual customer or supplier from the document. |
| 3rd Party |
You can filter the overview to the 3rd party from the document (i.e. consignee of goods, forwarding agent, etc.). |
| Document Status |
You can filter the document by the document's status - one or more than one. Available statuses are: Order, Confirmed Order, Added to Picking List or Finished. |
| Department |
You can filter the overview by the individual department from the line of the document, for which you would like to create an overview of material movements. |
| Cost Ctr. |
You can filter the overview by the individual cost center from the line of documents. |
| Order From |
You can filter the overview by the date criteria for a period in which issue and receiving document were created. The start date of the issue or receiving of invoice. |
| (Order) To |
You can filter the overview by the date criteria for a period in which issue and receiving document were created. The end date of the issue or receiving of invoice. |
| Valid From |
You can filter the overview by the date for a period of the validity of the order. You can limit it by the start date of the validity date. |
| (Valid) To |
You can filter the overview by the date for a period of the validity of the order. You can limit it by the end date of the validity date. |
| Linked Doc. 1 |
You can filter the overview by the individual linked document 1. |
| From |
You can filter the overview by the range of linked documents 1. You can limit it by the start date of linked documents 1 that the program will include in the overview. |
| To |
You can filter the overview by the range of linked documents 1. You ca limit it by the end date of linked documents 1 that the program will include in the overview. |
| Linked Doc. 2 |
You can filter the overview by the individual linked document 2. |
| From |
You can filter the overview by the range of linked documents 2. You can limit it by the start date of linked documents 2 that the program will include in the overview. |
| To |
You can filter the overview by the range of linked documents 2. You can limit it by the end date of linked documents 2 that the program will include in the overview. |
| Serial Number |
You can filter the overview by the serial number that the item has entered in the order line of the document. |
| Note |
You can filter the overview by the note (the text or part of the text) that is entered in the order line of the document. |
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If you click the Filter button, the program will filter all documents by criteria you have defined in previous fields. Once you have clicked the button, the program will transfer you to the Overview panel, where you will see the overview of filtered lines. |
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If you want to cancel the filtering procedure, click the All Records button. Once you have clicked the button, the program will transfer you to the Overview panel, where you will see the overview of all lines. |
| Order Type
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In the Order Type section you can select the type orders that will be displayed in the overview. You can choose among following:
- Sales - If you select this option, the program will reduce the overview to sales orders;
- Purchase - If you select this option, the program will reduce the overview to purchase orders;
- All Orders - If you select this option, the program display sales and purchase order.
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| Document Type |
From listed document types select documents for which you would like to display the overview.
The list of document types depends on your selection of order types. |