Document Selection
Select Documents is part of the Add Documents/Lines to Packing Slip form.
After you have selected the necessary limiting criteria for documents, you can select the relevant documents based on the following information: the list of documents and their lines, filtered with conditions and criteria from the general panel, i.e. year, document type, recipient and similar information. For more details on adding documents and lines, see the chapter Add.
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WARNING
For a better overview and easier entry, this part of the panel enlarges on two thirds of the window, as shown in the image above, when it is activated, i.e. when you click on it.
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- Select Documents
- Document headers
- Lines
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1. Select Documents
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 (Select)
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Marks the currently selected document (document headers with all belonging lines) for adding. This way, the data from the selected lines is transferred into the panel of selected lines to add to the document.
Lines to add can be selected:
- by double-clicking the relevant field in 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)
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Marks all documents (document headers with all belonging lines) for adding. This way, the data from the selected lines is transferred into the panel of selected lines to add to the document.
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 (Remove)
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Removes the entire document from the selected lines to add panel.
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 (Remove All)
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Removes all lines from the selected lines to add panel.
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2. Document headers
This panel shows a list of all documents that correspond to selected criteria.
This does not necessarily mean that each document can be added to the new document being created.
For example, if you select a list of all orders, including dispatched orders (see the option Show only undispatched orders in Checkboxes), they will be included in the list. However, you cannot add them to the document anymore, because they have already been dispatched.
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Document
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Internal number of the document that corresponds to the previously selected criteria.
You can double-click this field to open the document directly.
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Date
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Date of document that corresponds to the previously selected criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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Subject
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The subject (customer or supplier) in the document that corresponds to the previously selected criteria.
You can double-click this field to open the Subjects register directly for this subject.
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Consignee
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The consignee or the 3rd person in the document that corresponds to the previously selected criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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Warehouse
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Warehouse in the document that corresponds to the previously selected criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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| To Pay |
The amount to be paid as stated on the document. |
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Document 1
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Number of the first linked document in the document that corresponds to the previously entered criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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Doc. 1 date (Document 1 date)
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Date of the first linked document in the document that corresponds to the previously entered selection criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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Document 2
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Number of the second linked document in the document that corresponds to the previously entered criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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Doc. 2 date
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Date of the second linked document in the document that corresponds to the previously entered selection criteria.
You can double-click this field to select the document and transfer its lines into the Lines to add panel.
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Status
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Status of the document.
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3. Lines
A list of all lines of currently selected document from the upper window.
This does not necessarily mean that each line can be added to the new document being created.
For example, if you select a list of all lines of orders, including dispatched orders (see the option Show only undispatched orders in Checkboxes), they will be included in the list. However, you cannot add them to the document anymore, because they have already been dispatched.
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Line
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Consecutive line number of the currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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Item
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ID of the item in the line of the currently selected document.
You can double-click this field to open the Items register for this item.
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Name
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Name of the item in the line of currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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Quantity
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Quantity of the item in the line of currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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U/M (Unit of measurement)
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Unit of measurement in the line of currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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Dept. (Department)
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Department in the line of the currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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Cost. Ctr. (Cost center)
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Cost center in the line of the currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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Price
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Price in the line of the currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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Dispatched
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Dispatched in the line of the currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel).
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| Delivery Deadline |
Delivery deadline in the line of the currently selected document.
You can double-click this field to select the line and transfer it into the document (into the Lines to add panel). |