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