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Using the settings on this tab, you can choose the default position of specific data in documents of various types: in the header or in document lines (table).

Generally, the 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 form (for more information, see Document Toolbar).


The Personal 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








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