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Note. To change a position of specific field in a particular document, you can use the Settings button on the toolbar of the corresponding form (for more information, see Document Toolbar).
The Personal Settings form. The Document Attribute Positions tab
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- Shipment Documents
- Purchase order
- Production Order
- Inventory Reserve
- Inventory Transfer
- Production
- Phased Revenue Recognition
Incoming Document Info
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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:
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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
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Position
For documents of the following types, select where – In Header or In Tabular section – you want to place the information on Purchase Orders:
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For documents of the following types, select where you want to place the information on Projects:
- Quotation
- Customer Order
- Proforma Invoice
- Invoice
- Tax Invoice
- Credit Note
- Purchase Order
- Proforma Invoice Received
- Invoice Received
- Debit Note
- Money Payment (Plan)
- Workwear and Tools Request
- Workwear and Tools Issue
- Phased Revenue Recognition
- Fixed Asset Sale
- Employee Expense Report
Project Task Position
For documents of the following types, select where you want to place the information on Project Tasks:
- Quotation
- Customer Order
- Proforma Invoice
- Invoice
- Tax Invoice
- Credit NoteDebit Note
- Purchase Order
- Proforma Invoice Received
- Invoice Received
- Proforma Invoice
- Purchase Order
- Tax InvoiceDebit Note
- Workwear and Tools Request
- Workwear and Tools Issue
- Phased Revenue Recognition
- Fixed Asset Sale
- Employee Expense Report
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 Receipt Note
- Fixed Asset Entry
Receipt Date Position
For documents of the following types, select where you want to place the information on Receipt Dates:
- Vendor Order
Goods Order
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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 Receipt Note
Shipment Date Position
For documents of the following types, select where you want to place the information on Shipments:
- Customer Order
Employee Position
For documents of the following types, select where you want to place the information on employee:
- Workwear and Tool Write off
Registration Period
For documents of the following types, select where you want to place the information on registration period:
- Payroll Sheet
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
- Workwear and Tools Request