Using the settings on this tab, you can choose the default position of specific data in documents of specific various types of documents: in the header or in document lines (table).For example
Generally, the user usually creates invoices on per warehouse basis; then you should specify header as the default position of warehouse in invoices for this user. If the items in user's invoices are usually from different warehouses, you can move the Warehouse field from the invoice header as a column to the table on the Inventory and Services tab. For this, select the In Tabular section option in the Invoice field. Alternatively, for a particular documents Main tab of most documents contains information that on printing will be placed to a document header. The data you enter in tables, as a rule, on printing will be presented as document lines.
For example, in the Warehouse section of this tab you can specify whether the information on Warehouse will placed to a document header or to document lines.
To place warehouse to a header in all invoices to be created by you, select In Header in the Invoice field.
To place warehouse to document lines to be able to specify different warehouses for different lines in Invoices to be created by you, select In Tabular section in the Invoice field.
Note. To change a position of specific field in a particular document, you can use the Settings button on the toolbar of the corresponding forms form (for more information, see Document Toolbar).
The Personal settings Settings form. The Document Attribute Positions tab
Customer Order Position
If you often work with documents associated with on customer order
For documents of the following types, select where you need to place the information on customer order/orders:
Shipment Documents
Purchase order
Production Order
Inventory Reserve
Inventory Transfer
Production
Incoming Document Info position
Invoice
Job Kind Position
Work Order
Work Task
Vendor Order position
Receiving Documents
Project Position
For documents of the following types, select where you want to place the information on project:
Money Payment (Plan)
Customer Order
Credit Note
Debit Note
Invoice
Invoice Received
Proforma Invoice
Purchase Order
Tax Invoice
Warehouse Position
Additional Expenses
Credit Note
Debit Note
Invoice
Invoice Received
Goods Dispatch Note
Goods Received Note
Receipt Date Position
Vendor Order
Goods Order position
Goods Dispatch Note
Goods Received Note
Shipment Date Position
Customer Order
Other
Cell Position
Responsible Person position
Financial Document Position