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 Position 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

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

• Shipment Documents
• Purchase order
• Production Order
• Inventory Reserve
• Inventory Transfer
• Production
• Phased Revenue Recognition

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 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 Note
• Purchase Order
• Proforma Invoice Received
• Invoice Received
• Debit 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 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 Position

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

• Goods Dispatch Note
• Goods 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