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 Add panel). 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 or Sales as your document type or
- a Supplier and a Consignee as well as Purchase
or Sales as your document type, or
- a Supplier and a
Consignee, as well as the code for a Purchase or Sales 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!).
General Functions:
Related Topics: