Use this tab to provide general information about the document.

The following fields are required: Entity, Employee, Department, and Position.

The "Workwear and Tools Write Off (create)" form. The Main tab

<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.

Make sure the Entity field is populated with the correct entity.  The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings> General Settings. 

In the Employee field, specify the employee who used the items to be written off.

The Department field is populated with the department of the employee whose items will be written off.

In the Position field, select the position of the employee for which the employee received the items being written off.  If the items to be written off were received for multiple positions of this employee, you can move the Position field to the Workwear and Tools tab where it will appear as a table column. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

In the Responsible field, specify an employee who is responsible for this write off.

The Comment text box can be used to specify any additional information about this document.

Use the Transaction Remarks field to provide any additional information for use in a printed version of the document.

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.

For descriptions of other buttons, see Document Toolbar.

Use the Settings button to invoke the Document Settings dialog box if you need to move the Employee Position field from the document header (the Main tab) as a column to the table on the Workwear and Tools tab or back.

The Document Settings dialog box

Once you are done with the option selection, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any change to the setting.