Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

For example, in the Warehouse Position section of this tab you can specify whether the information on Warehouse warehouse will placed to a document header or to document lines.  

To place warehouse to a header in all invoices Invoices to be created by you, select In Header in the Invoice field.

...


The Personal Settings form. The Document Attribute Positions tab

Customer Order Position

...

For documents of the following types, select where you need In Header  or In Tabular section –  you want to place the information on customer order/orders Customer Orders:

  • Shipment Documents
  • Purchase order
  • Production Order
  • Inventory Reserve
  • Inventory Transfer
  • Production

Incoming Document Info position

For documents of the following types, select where – In Header  or In Tabular section –  you want to place the information on the incoming documents:

  • Invoice

Job Kind Position

For documents of the following types, select where – In Header  or In Tabular section –  you want to place the information on Jobs:

  • Work Order
  • Work Task

Vendor Order position

For documents of the following types, select where – In Header  or In Tabular section –  you want to place the information on Purchase Orders:

  • Receiving Documents

Project Position

For documents of the following types, select where you want to place the information on project Projects:

  • Money Payment (Plan) 
  • Customer Order
  • Credit Note
  • Debit Note
  • Invoice
  • Invoice Received
  • Proforma Invoice
  • Purchase Order
  • Tax Invoice

Warehouse Position

For documents of the following types, select where you want to place the information on Warehouses:

  • Additional Expenses
  • Credit Note
  • Debit Note
  • Invoice
  • Invoice Received
  • Goods Dispatch Note
  • Goods Received Note

Receipt Date Position

For documents of the following types, select where you want to place the information on Receipt Dates:

  • Vendor Order

Goods Order position

For documents of the following types, select where you want to place the information on Purchase or Customer Orders:

  • Goods Dispatch Note
  • Goods Received Note

Shipment Date Position

For documents of the following types, select where you want to place the information on Shipments:

  • Customer Order

Other

For documents of multiple unspecified types, select where you want to place information on the following objects:

  • Cell Position
  • Responsible Person position
  • Financial Document Position