Functions of Purchase and Sales Documents
Functions' description:
Ctrl+Alt+F5 |
Change status of 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. |
Setting of Client Parameters
In the standard toolbar, you can use the icon to open the Parameters form. 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.
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 of the option 'For the first item of sales order create:' in the books of sale with regard to the prohibition of creating documents in the Article category
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.
Only the user, who has the right Change user parameters from the tool bar (Administrator / User parameters), is able to change the parameters.
Note: The list of all the selected options (checked fields) of every user is displayed on the page 7 of the Users card.
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:
- On - the so called item data, i.e. document items, payment conditions, notes etc. will be copied upon documents copying.
- Off - no so called item data, i.e. document items, notes etc., will be copied upon documents copying. Payment conditions will be loaded from the Suppl./Cust. card. But when copying an inferior linked document, the items from the superior document, to which the selected document is neither assigned nor forbidden, will be inserted to the document in this case too.
Copy notes:
- On - the notes from the 1st page of the original documents will be copied when copying documents (by F6 key) (except the DH and DF supplements, their behaviour depends on the Copy Header and Footer parameter mentioned below).
- Off - the notes from the 1st page of a document are not copied when copying documents.
Copy item notes:
- On - the parameter is off by default and the items notes are copied when copying document.
- Off - if this parameter is checked, the items notes are not copied when copying document.
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:
- On - if this parameter is checked, the linked documents on the 9th page are copied when copying document F6.
- Off - the parameter is off by default and the linked documents on the 9th page are not copied when copying document F6.
Copy attached external documents:
- On - if this parameter is checked, the linked external documents on the 9th page are copied when copying document F6.
- Off - the parameter is off by default and the linked external documents on the 9th page are not copied upon copying of F6 document.
Copy header, footer and item text:
- On - a copy of a header and footer is automatically created when copying document.
- Off - neither a header, footer nor an item text are copied when copying documents.
Copy comments:
- On - comments are copied when creating a document copy.
- Off - comments are not copied when creating a document copy.
Display confirmation message before restoring unsaved entry (F3)
- On - a confirmation message appears after pressing the key for restoring (F3)
- Off - a record will be restored without a confirmation message.
Display confirmation message before copying current entry (F6)
- On - a confirmation message, whether you really want to copy a document, appears when creating a document copy.
- Off - a message is not displayed when creating a document copy.
Note: Copying of these supplements also depends on the fact, whether 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.
Shop
Maintain article code in items:
- On - when inserting an item into the document, the pre-defined Article code from the previous item will be copied into the Article Code field.
- Off - when inserting the item into the document, the article code is inserted from the Article card.
Open book of articles when inserting an item:
- On - when inserting a new Sale (Purchase) item, the book of articles will be automatically offered.
- Off - when inserting a new Sale (Purchase) item, the article must be selected by F12 key.
New item always at the end of the list
- On - a new item is always inserted at the end of the list
- Off - a new items is inserted to the place where a cursor is set
Items - enable to enter the article also according to Abbr 2
- On - searching articles using Abbreviation 2.
- Off - searching articles using Abbreviation 1.
Do not delete description when changing the article
- On - if an article is changed in an item, then the value in the Description field is not deleted when changing article.
- Off - the value in the Description field is deleted when changing article.
Copy footer and header text into new inferior doc
- On - if a new inferior document is created, the footer and header texts are copied from the document on which the action is performed.
- Off - the header and footer texts are not copied.
Sale
Show catalogue (price list) price:
- Activated - in theSale items display basic sale article prices.
- Deactivated - it does not display sale article price on the item.
When copying sales order:
Copy invoices out
- Activated - upon copying the invoices out will be copied .
- Deactivated - upon copying the invoices out will not be copied.
Copy reserving cards
- Activated - upon copying the reserving cards will be copied.
- Deactivated - upon copying the reserving cards will not be copied.
Copy delivery notes
- Activated - upon copying the delivery notes will be copied.
- Deactivated - upon copying the delivery notes will not be copied.
Copy order confirmations
- Activated - upon copying the order confirmations will be copied.
- Deactivated - upon copying the order confirmations will not be copied.
Copy release notes
- Activated - upon copying the release notes will be copied.
- Deactivated - upon copying the release notes will not be copied.
Purchase
When copying purchase order:
Copy invoice in
- Activated - upon copying the invoices in will be copied.
- Deactivated - upon copying the invoices in will be not copied.
Copy delivery confirmations
- Activated - upon copying the delivery confirmations will be copied.
- Deactivated - upon copying the delivery confirmations will not be copied.
Copy receipt cards
- Activated - upon copying the release notes will be copied.
- Deactivated - upon copying the release notes will not be copied.