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Links

Links

Links

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The window for the overview of linked documents allows you to view documents which you have linked with the document of issue. In the right part of the panel you can find the summary data about the document, while the data on the linked documents is being ordered by tabs.

 

000001.gif The linked documents can be opened simply by double clicking on the number of the linked document!

In the right part of the tab you can find summary data about the document

Document value The values of the document as shown at the bottom of the document - within the data on value - are displayed.
Paid The data about the linked payments for this document is displayed. Please keep in mind that this is data from the linked documents, and has not necessary already been posted in the balance accounts/general ledger:
  • Order - value of payment of the pre-invoice (order of the customer), if it was already paid and if the document has been issued with the help of adding of an order 
  • Cash - value of cash register receipt linked with the document
  • By prepayment - value of document  linked with the received prepayment
  • With payment order - it is being displayed only for received invoices
Balance Data about the balance on the account of the customer from the register of document types for this linked document.

For the difference from the data in the previous window (see description above), this is accounting data gathered with the overview of the balance of the postings on the customer account.

Data on linked documents

Orders If this document has been created on basis of order with the help of the adding function, the basic data from this order is displayed in this panel.
Linked to prepayments If you have linked the document with the advance payments with the help of the function Linked to prepayments, the basic data about the received advance payment and about the negative prepayment which is being created at the linking with the document will be displayed in this panel.
Movements If you have linked the document with another document by using the function Adding goods movement, the data from also linked document is displayed in this panel:
  • in the sub-panel "Source movements", the data about the documents FROM which you have created the document for which you are creating the overview is displayed. If this is about the collective invoice, you can see the collective invoice for internal receiving. 
  • in the sub-panel "Destination movements", the basic data about the document TO which you have added the goods movements from the document for which you are creating the overview is displayed. If this is about the internal issue, you can see the collective invoice to which it has been added in this tab.
Work Orders Data about links between work orders and the issue. On the internal issue for the subordinate items you may find the work order which has been charged with the issue, and open it simply by double clicking the number of the work order.  
SAD /Intrastat
  • if this is about the export of goods and if you have linked the document with the SAD, the data about the linked SAD is displayed
  • if this is about an additional SAD which has been created from the entry in the records, the data about the entry in the records from which the additional SAD was created is displayed
Posts if you have already posted the document, the basic data about the accounting entry for the posting, on which the goods movements are posted (such as on Posts tab) is displayed:
  • on the Posts panel the data of the accounting entries which have been created for this linking document with the help of automatic posting of the issued invoices is displayed. If you are posting the use of material detailed by documents, the data from the accounting entries for the automatic posting of the use of material is displayed;
  • on the sub-panel "Linked posts" the posts and anti-posts for your linked document on the customer account from the document types register are displayed
VAT if this is about the movements which have to be shown in the VAT calculation, (except on the VAT form), and in the addition to VAT form, enter the data in this panel, which will show, if and where the movement should be placed on the enclosure to the VAT form .
e-Slog If the invoice or the packing slip has been imported/exported as an e-slog document, or if this document was confirmed, the data about imported/exported XML files and statuses of confirmations are displayed in this panel.   
Fixed Assets On invoice for sale is an information about fixed asset if item was sold by the invoice. We get the information on Links / Fixed Assets tab only when sale of an asset from FA module. See also Link and Invoice for FA sale.

 

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