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 |
You can narrow down search by setting date. To do this, set Date From and To fields. |