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Documents

Documents

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The Documents panel enables you to quickly access documents and find records containing a particular item.

It works like window explorer where you click folders to open and view documents in tree structure. Main modules branch out after collapsing Datalab PANTHEON tree:

Orders
  • Sales Orders
  • Purchase Orders
Manufacturing  
Goods
  • Receiving (Document, Consolidated, Prepayment)
  • Issue (Document, Own Use, Consolidated, Prepayment)
  • Transfer
Service
  • From/To Customer (Receiving, Issue)
  • From/To Supplier (Receiving, Issue)
Customs Transactions
  • Receiving
  • Issue (including customs issue and customs registration)

 

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

 

Click a branch or folder to expand it and display all child documents. All document types which contain the selected item will be displayed. Clicking a document type opens an overview of corresponding documents.

The followi ng information will be displayed:

  • document ID
  • document date (date used in warehousing)
  • subject (the customer in documents of issue, the supplier in documents of receiving, and destination warehouse in transfers)
  • warehouse (issuing warehouse in documents of issue, receiving warehouse in documents of receiving)
  • amount entered in the "Amount Due" field

Clicking document lists lines of document. The following items are available for material movements:

  • item ID
  • item name
  • quantity
  • price per unit

 

Warehouse You can set warehouse to narrow down list of documents. Enter or select a warehouse and click the Refresh button.
Open Click it to open the document.

Refresh		 Click it to refresh tree.
Date From - To narrow down search by setting date. To do this, set Date From and To fields.
Customer narrow down search by setting Customer.
Consignee narrow down search by setting Consignee.

 

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

 

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

 


 

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