Create document from order
The Wizards button is a quick and easy way to create purchase documents directly from an order document.
If you click on Create document, the following window pops up.
You can find the following fields on the form on the Create document tab:
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Doc. type
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From the drop-down menu, select the document type which you want to create the document from.
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Date
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The date of the packing slip that will appear in document header. By default, the current date is applied.
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Invoice date
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The date of the invoice that will appear in document header. By default, the current date is applied.
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Date tax
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Enter the date of the VAT that will appear in document header. By default, the current date is applied.
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An invoice or a packing slip will be created, depending on the choice in the Doc type field. The order will be transferred in 1:1 ratio.
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The Transfer statistics tab opens after creating a document and shows data about the transferred items:
When you close the window, a new window opens with the number of the created document, which you can open by clicking on the Open button.
When a new document is created from an order, the connected document (issued invoice) will appear in the right-side panel under the Connected tab.
