Documents
Documents in B2B Granules allows you to the overview of the issued invoices for you supplier offers.
Below is a description of the form’s features:
The list enables sorting documents and filtering them by condition in the following columns:
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Search
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Search documents by document number or subject.
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Document type
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From the drop-down menu, select the document Archive type.
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Status
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Search documents by their status (defined in PANTHEON database).
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Date from
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Select starting date for a time period to limit the number of documents displayed.
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Date to
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Select ending date for a time period to limit the number of documents displayed.
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It is a table with data about the issued documents, which can be interpreted in the below described fields:
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 Preview
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In preview, you can see the document in the PDF format. The drop-down menu allows you to select which format to open.
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Number
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Consecutive document number.
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Subject ID
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ID of the subject who sent the document (ID from the Subjects register).
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Subject name
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Full name of the subject from the Subjects register.
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Date
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Date of receiving the document.
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Due date
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Document due date.
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| Title |
The title of the document, which is automatically generated in the module in which the document is created. |
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DT
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Document Archive type
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Category
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Classification entered upon scanning or adding the document into documentation.
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Note
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Short note on the document.
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User
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Person, i. e. logged-in user who entered the document.
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Status
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Current document status (e. g. Open, Rejected, Finished, Approved etc.).
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