PANTHEON™ manual

 Categories
 Скласти тех карту
[Expand]User Manual for DataLab PANTHEON 5.5
[Collapse]Datalab PANTHEON 5.5
 [Expand]Orders
 [Collapse]Settings
  [Collapse]Subjects
   [Collapse]Subjects
    [Expand]Task Bar
    [Expand]General
    [Expand]Bank Accounts
    [Expand]Customer
    [Expand]Supplier
     Bank
     Municipality
    [Expand]Warehouse
    [Expand]Department
     Employee
    [Expand]Institution
     Note
    [Expand]Custom Fields
    [Expand]Authorizations for Subjects Register
     Automatically Assigning Subject IDs
     Documents
   [Expand]Subject Types
    Countries
    Currencies
   [Expand]Postal Zones
    Classification of Economic Activities
    Classification of Institutional Sectors
    Find Subjects (CTRL+S)
  [Expand]Items
  [Expand]Manufacturing
  [Expand]Personnel
   Calendar
  [Expand]Financials
  [Expand]Customs
  [Expand]Program
 [Expand]Manufacturing
 [Expand]Goods
 [Expand]Service
 [Expand]Financials
 [Expand]Personnel
 [Expand]ZEUS Business Intelligence System
 [Expand]Desktop
  Web Portals
  Extra
 [Expand]Datalab Software System Environment
 [Expand]Messages and Warnings
 [Expand]Additional Programs
 90632
[Expand]Pantheon RA (android POS) guide
[Expand]Довідник користувача Datalab PANTHEON Farming
[Expand]User Site

Load Time: 546,8822 ms
print   |
Label

Documents

Documents

Documents

010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

46064.gif

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::

Orders
Contains all subject's orders.
Manufacturing
Contains all subject's manufacturing documents.
Goods | Issue
Contains all subject's documents of issue.
Goods | Receiving
Contains all subject's documents of receiving.
Posting
Displays all subject's posts.
Cash
Displays all subject's cash disbursements and receipts.
Trips Displays all subject's trip forms.
CHRONOS Displays all subject's Chronos records.

 

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.

46065.gif

46066.gif
Narrow down search by entering a specific item in when browsing documents. This is useful when you are trying to look up a document containing this item.

Filtering by a specific item looks it up in:

  • Orders
  • Manufacturing
  • Goods | Issue
  • Goods | Receiving

In order not to set filter, clear the field and click Refresh.

 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).
46219.gif You can narrow down search by setting date. To do this, set Date From and To fields.

 

000001.gif
if a user is not assigned adequate authorizations (zero) for any document, the latter will not be shown here.



Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!