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!
|
| 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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