Document Selection
Document Selection
After you have selected the necessary limiting criteria, you can find the
following in the document selection panel: the list of documents and their
lines, filtered with conditions and criteria from the basic panel, so, year,
document type, recipient and similar (for details see
Add).
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For a more clear overview and for easier entry, this part of
panel enlarges on two thirds of the window (as on picture above), when it is
being activated / when you click on it.
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The document can not be copied onto itself (see
The document can not be added onto itself!).
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Select |
With the click on
this button you mark the currently selected document (the document header
with all belonging lines) for adding. This way, the data from the
selected lines are being transferred into the panel of selected
lines to add to the document.
Lines to add can be selected:
- by double-clicking the relevant field of the list of document
headers (see description below)
- by double-clicking an individual line of the currently selected
document (see description below)
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Select All |
With the click on this button you
mark all documents (headers of documents with all belonging lines) for
adding. This way the data from the selected lines are transferred into
the panel of selected lines for transfer into the document.
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Document headers
List of all documents that correspond to
selected criteria.
This does not necessary mean that such document can be added onto a new
document we are creating.
If you select for example a list of all orders, also dispatched (see
Checkboxes
- Show only undispatched orders), they will be included in the
list, but you can not add them anymore, because they have already been
dispatched.
| Document |
Internal number of the document, that
corresponds to the previously selected criteria.
With the double click on
this field you can open the document directly. |
| Date |
Date of document from the previous field.
With the double
click on this field you can select the document for a new transfer into the
document (they are transferred into Lines to add). |
| Subject |
The subject (customer or supplier) in the
document, that corresponds to the previously entered selection criteria.
With a double click on this field you can directly open the business
subjects register for this subject. |
| Consignee |
The consignee or the third person in the document, that
corresponds to the previously selected criteria.
With a double click on
this field you can select the document for the transfer into document (they
are transferred into the Lines to add
panel). |
| Warehouse |
Warehouse in the document, that
corresponds to the previously selected criteria.
With a double click on
this field you can select the document for transfer into document (they are
transferred into the Lines to add
panel). |
| Document 1 |
Number of the first linked document in the document that
corresponds to the previously entered criteria.
With a double click on this field you can select the document for
transfer into document (they are transferred into the
Lines to add panel). |
| Doc. 1 date |
Date of the first linked document in the
document, that corresponds to the previously entered selection criteria.
With a double click on this field you can select a document for
transfer into document (they are transferred into the
Lines to add panel). |
| Document 2 |
Number of the second linked document in the document that
corresponds to the previously entered criteria.
With a double click on this field you can select the document for
transfer into document (they are transferred into the
Lines to add panel). |
| Doc. 2 date |
Date of the second linked document in the
document, that corresponds to the previously entered selection criteria.
With a double click on this field you can select a document for
transfer into document (they are transferred into the
Lines to add panel). |
Lines
A list of all lines
of currently selected document from the upper window.
This does not necessary mean that such line can be
added to a new document you are creating. If, for example, you select the
list of all lines of orders, also the dispatched (see
Checkboxes - display all lines, also the
dispatched), they will be included in the list, but you can not add them
anymore because they have already been dispatched!
| Item.
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Consecutive
number of line of the currently selected document.
With a double click on this field you can select the
line for transfer into the document (it is transferred into the
Lines to add panel). |
| Item |
ID of the item in line of
the currently selected document.
With a double click on this field you open the
Items register for this item.
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| Name |
Name of the
item in the line of currently selected document.
With a double click on this field you select the
line for transfer in the document (it is transferred into the
Lines
to add panel). |
| Quantity |
Quantity of the item in
line of currently selected document. With a
double click on this field you can select the line for transfer into the
document (it is transferred into the Lines to add panel). |
| UM
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Unit of
measure in line of currently selected document.
With a double click on this field you can select the
line for the transfer into the document (it is transferred into the
Lines to add panel).
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