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Functions of Purchase and Sales Documents

Functions' description:

Ctrl+Alt+F5

Change status of a document. This function can also be used to change status on the confirmed documents. Executable over all pages of a document in the Browse mode.

Ctrl+Shift+F7

This keys fill the books Purchase items / Sale items with items from the appropriate document. The function is available on all the purchase and sale documents from the any page in Browse mode. When starting the function from the page 0, the selection is created either from the currently marked entry, from documents in container or from documents indicated by asterisks.

Shift+F4

It creates container of articles or adds some articles to the already existing container according to the document items. The function can be run in Browse mode on all the pages including page 0. Items are loaded either from the current document, from the documents in container/filter or from the documents indicated by asterisks. The user is informed of which documents are currently being processed by the appropriate option on the form of the function. The option can be changed.

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Setting of Client Parameters

In the standard toolbar, it is possible to call up the User parameters settings form using the icon pic_704i. There is a group of user parameters, which the user can set quickly without the necessary to change option in the User parameters, in this form. Changing the options for these parameters does not require a cache recovery.

pic_3468

Picture: The Parameters form from the standard toolbar

In the purchase and sale modules, the forms differ in dividing of the relevant documents. Parameters for copying document take into account the settings in book of sales 'For the first item of sales order create:’ according to the ban on creating documents in the type of articles.

Example: If the Copy invoices out parameter is not set, then the program will follow the setting from the Administration of books of sale For the first item of sales order create: with the Invoice out option. It means, that even thought you do not want to copy invoices out, a document will be created when copying sales order.

Option to change parameters has Only the user, who has the right Change user parameters from the tool bar (Administrator / User parameters

Note: The list of all the selected options (checked fields) of every user is displayed on the page 7 of the Users card.

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General
Repeat inserting of items:

It does not apply to purchase and sale documents. These documents have the button Repeat inserting of items on the 2nd page.

When copying record:

Copy items:

Copy notes:
Copy item notes:

Note: The field is available only if the option Do Not Copy Items is not checked. In simple terms, this combination means that all the item data are copied when copying documents, but their notes are not copied - the new items will not include the notes.

Copy attached documents:
Copy attached external documents:

Copy header, footer and item text:

Copy comments:

Display confirmation message before restoring unsaved entry (F3)

Display confirmation message before copying current entry (F6)

Note: Copying of these supplements also depends on whether the heading or item notes are copied. That is, if the copying of e.g. item notes is prohibited, the Item Text is not copied either.

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Shop
Maintain article code in items:

Open book of articles when inserting an item:

New item always at the end of the list

Items - enable to enter the article also according to Abbr 2

Do not delete description when changing the article

Copy footer and header text into new inferior doc

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Sale
Display catalogue (price list) price:

When copying a Sales Order:

Copy Invoices Out
Copy Reserving Cards
Copy Delivery Notes
Copy Order Confirmations
Copy Release Notes

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Purchase

When copying a Purchase Order:

Copy Invoices In
Copy Delivery Confirmation
Copy Receipt Cards