Document Selection
Document Selection
After you have selected the necessary limiting criteria, you can find the following in the document selection panel: the list of documents and their lines, filtered with conditions and criteria from the basic panel, so, year, document type, recipient and similar (for details see Add).
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For a more clear overview and for easier entry, this part of panel enlarges on two thirds of the window (as on picture above), when it is being activated / when you click on it. |
| Select |
With the click on this button you mark the currently selected document (the document header with all belonging lines) for adding. This way, the data from the selected lines are being transferred into the panel of selected lines to add to the document.
Lines to add can be selected:
- by double-clicking the relevant field of the list of document headers (see description below)
- by double-clicking an individual line of the currently selected document (see description below)
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| Select All |
With the click on this button you mark all documents (headers of documents with all belonging lines) for adding. This way the data from the selected lines are transferred into the panel of selected lines for transfer into the document. |
Document headers
List of all documents that correspond to selected criteria.
This does not necessary mean that such document can be added onto a new document we are creating.
If you select for example a list of all orders, also dispatched (see Checkboxes - Show only undispatched orders), they will be included in the list, but you can not add them anymore, because they have already been dispatched.
| Document |
Internal number of the document, that corresponds to the previously selected criteria.
With the double click on this field you can open the document directly.
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| Date |
Date of document from the previous field.
With the double click on this field you can select the document for a new transfer into the document (they are transferred into Lines to add).
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| Subject |
The subject (customer or supplier) in the document, that corresponds to the previously entered selection criteria.
With a double click on this field you can directly open the business subjects register for this subject.
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| Consignee |
The consignee or the third person in the document, that corresponds to the previously selected criteria.
With a double click on this field you can select the document for the transfer into document (they are transferred into the Lines to add panel).
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| Warehouse |
Warehouse in the document, that corresponds to the previously selected criteria.
With a double click on this field you can select the document for transfer into document (they are transferred into the Lines to add panel).
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| Document 1 |
Number of the first linked document in the document that corresponds to the previously entered criteria.
With a double click on this field you can select the document for transfer into document (they are transferred into the Lines to add panel).
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| Doc. 1 date |
Date of the first linked document in the document, that corresponds to the previously entered selection criteria.
With a double click on this field you can select a document for transfer into document (they are transferred into the Lines to add panel).
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| Document 2 |
Number of the second linked document in the document that corresponds to the previously entered criteria.
With a double click on this field you can select the document for transfer into document (they are transferred into the Lines to add panel).
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| Doc. 2 date |
Date of the second linked document in the document, that corresponds to the previously entered selection criteria.
With a double click on this field you can select a document for transfer into document (they are transferred into the Lines to add panel).
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| Cost Center |
According to chosen cost centers, data from the documents / positions for adding are filtered |
Lines
A list of all lines of currently selected document from the upper window.
This does not necessary mean that such line can be added to a new document you are creating. If, for example, you select the list of all lines of orders, also the dispatched (see Checkboxes - display all lines, also the dispatched), they will be included in the list, but you can not add them anymore because they have already been dispatched!
| Item. |
Consecutive number of line of the currently selected document.
With a double click on this field you can select the line for transfer into the document (it is transferred into the Lines to add panel).
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| Item |
ID of the item in line of the currently selected document.
With a double click on this field you open the Items register for this item.
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| Name |
Name of the item in the line of currently selected document.
With a double click on this field you select the line for transfer in the document (it is transferred into the Lines to add panel).
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| Quantity |
Quantity of the item in line of currently selected document.
With a double click on this field you can select the line for transfer into the document (it is transferred into the Lines to add panel).
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| UM |
Unit of measure in line of currently selected document.
With a double click on this field you can select the line for the transfer into the document (it is transferred into the Lines to add panel).
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