There are several ways to select document lines to be added to a new document:

1. Selecting a Single Document by Entering an Document Number

To add a single document, choose one document by selecting or typing the document number. Information about the supplier, consignee, and document type will be filled in automatically. All lines in the selected document will be marked for transfer (moved to the Lines to Transfer field). To continue and finish, click the Add button.

2. Adding a Known Range of Documents (from document... to document...) from a Single Partner 

To add a known range of documents (from document... to document...), select a range of document lines by selecting or entering the number of the first and last document to be included in the list of lines to transfer. It is not required that the same partner is listed on all documents.

To continue and finish, simply click on the Add button. The Create Individual Invoices checkbox will determine whether all lines will be added to the same invoice or a new invoice will be created for each added document.

In order to use this option, a default warehouse must be selected in the Document Types settings, or the adding will fail and the program will display an error report (see Warehouse must be Specified!).

3. Adding Multiple Documents Simultaneously 

If complete document numbers are not available, you can add documents by selecting:

• Purchase Order as your document type or
• a Supplier and a Consignee as well as  Purchase Order as your document type, or
• a Supplier and a Consignee, as well as the code for the Purchase Order document type. The document type will be entered automatically.

 

Once you've made your selection, click on the Select button in the Select Documents tab. In this case, none of the documents that fit the given criteria will be marked for transfer. Continue by choosing documents or document lines in the Select Documents tab. Documents lines or whole documents can be dragged to the Lines to Transfer tab. Continue and finish by clicking on the Add button. The Create Individual Invoices checkbox will determine whether all lines will be added to the same invoice or a new invoice will be created for each added document. In order to use this option, a default warehouse must be selected in the Document Types settings, or the adding will fail and the program will display an error report (see Warehouse must be specified!).