Documents

Documents

Browse Documents provides a powerful tool to quickly access documents allowing quick search of records concerning individual subjects.

Here you can browse documents similarly than in explorer, where you can shift through the document tree view by just clicking a map. The window where documents are displayed contains main types of transactions::

If no documents exist in a branch, it will not be displayed.

Clicking the branch or item opens a list of all child documents. All document types are displayed for subject. Clicking the selected type of document, displays an overview of all documents of this type for subject. Every document includes the following data: document ID, date of creation, amount in document.

Moreover, clicking a document lists document lines. The following can be observed in material movements: item ID, item name, quantity, item price.

On the other hand, in non-material movements (posting) they are the following: account, report ID, date, debit/credit amount.

Open	Having marked the document you want to view, click Open.
Add	Click it to open a new blank document.
Refresh	Click it to refresh data after having cleared the Filter field (see above).
	You can narrow down search by setting date. To do this, set Date From and To fields.

 Right click on "Date from" field enables selecting different dates prior default date. Selected date is saved for current user.

if a user is not assigned adequate authorizations (zero) for any document, the latter will not be shown here.

To hide prices, Costing must be set to permission none. When permission is set to none, prices are set to 0,00.