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The Settings button

Click this button on the toolbar if you want to perform the operations specific to the document type, such as applying advance payments or changing the document formatting. Alternatively, click More Actions > Settings. 

The Document Settings dialog box, that appears, includes the options specific to the document type—for instance, on the screenshot below you can view the additional settings available for invoice.

The Document Settings dialog box for Invoice

By using the following settings: Project Position in Invoice, Warehouse Position in Invoice, and Incoming Document Info Position in Invoice, and similar (for other types of documents), you can move specific fields from the Main tab (which contains the data from the document header) to the table (tabular part) on the Inventory tab, which contains a list of items. 

If you have such field (Project, Warehouse, or Incoming Document) in document header, you can specify only one value, which will be the same for all items listed in the document.

If you need to enter separate values for items in the list, you can move the field to the list of items, that is, to the table on the Inventory tab. If you don't need to enter separate values for items in the table, you can move the field back to the header. The change affects all the document of the type.

To move the field, do the following:

• Locate the name of the field which you want to move.
• Select where you want to move the field by using one of radio buttons: In header, In tabular part.
• Click Keep Choice.

The Generate button

Click this button if you need to generate a new document of specific type for the document selected in the list. Alternatively, click More Actions > Generate.

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