Toolbars on forms for creating and editing the documents of specific types and for creating master records, can contain a number of standard buttons and the buttons specific to the document type or master data.

A sample toolbar

Some of the actions that you can execute by clicking the toolbar buttons are also listed as actions on the More Actions drop-down list. By using the buttons on the toolbar or actions from the More Actions list, you can perform the following operations with the document.

The Save, Post, and Post and Close buttons

Click the Save button to save a new document or an existing document after editing. Click the Post button to post the document to the database. Click the Post and Close button to save the document, post, and close it.

Alternatively, you can use the same-name options from the More Actions drop-down list.

The Attached files button 

Click this button to attach a file or view the files that are already attached to the document. Alternatively, click More Actions > Attached Files.

In the Attached Files window, which appears, you can add a file by using the Create button on the window toolbar or open an existing one for viewing/editing by using the Edit button. You can create a new attachment, by adding a file from the disk or by using a predefined template. 

The Create Notification button 

Click this button to create a notification based on the document for yourself or for another user. Alternatively, click More Actions> Create Notification.

The New Notification dialog box

In the New Notification dialog box, type the text, select the user and specify when the user must be notified. For more details, see How to work with notifications.

The Document Transaction Details button 

Click this button to view the GL transactions posted to General Ledger for the document. Alternatively, click More Actions > Document Transaction Details.

The View Hierarchy Structure button

To view the documents related to the current one, click the View Hierarchy Structure button. Alternatively, click More Actions > View Hierarchy Structure.

The window displaying a hierarchic structure of the related documents appears. You can double-click any of these documents to open for editing; also you can post, undo posting, or mark for deletion any document by using the , , and buttons on the left toolbar.

The Print button 

To print a document, click the Print button and select the type of the related document which you want to print. Alternatively, click More Actions > Print.

A printable version of the document opens for preview, then you can perform any of the following operations:

• Edit it in the Editing mode. To enable this mode, click Edit  . To exit this mode, click Edit  once more.
• Print it on a printer with the specified number of copies. To actually print the printable document, click the Print button.
• Save a printable version of the document in a required format. For this, click the Save  button, select the destination folder and the file format from the list of supported formats.
• Send a document via email. For this, click the Send  button, select the file format and enter the recipient's address.

The Help button

Click this button if you need more information on documents of this type.

The Settings button

Click this button on the toolbar if you want to perform the operations specific to the document type, such as applying advance payments or changing the document formatting. 

The Document Settings dialog box, that appears, includes the options specific to the document type—for instance, on the screenshot below you can view the additional settings available for invoice.

The Document Settings dialog box for Invoice

By using the following settings: Project Position in Invoice, Warehouse Position in Invoice, and Incoming Document Info Position in Invoice, and similar (for other types of documents), you can move specific fields from the Main tab (which contains the data from the document header) to the table (tabular part) on the Inventory tab, which contains a list of items. 

If you have such field (Project, Warehouse, or Incoming Document) in document header, you can specify only one value, which will be the same for all items listed in the document.

If you need to enter separate values for items in the list, you can move the field to the list of items, that is, to the table on the Inventory tab. If you don't need to enter separate values for items in the table, you can move the field back to the header. The change affects all the documents of the type.

To move the field, do the following:

• Locate the name of the field which you want to move.
• Select where you want to move the field by using one of radio buttons: In header, In tabular part.
• Click Keep Choice.

To make offsetting of the advance payments to invoices automatic, under the Offset Advances for Invoices Automatically heading, select Yes and then click Keep Choice.

The Generate button

Click this button if you need to generate a new document of specific type for the document selected in the list. Alternatively, click More Actions > Generate.

This opens a drop-down list of document types specific for the list, so that you can select the type of the document, and the document will be generated.

The More Actions button

Click this button to open a drop-down list of all the actions that are available for the document. The list includes the actions that appear as buttons on the toolbar (Post and close, Post, Save, Attached Files, and others) and the additional actions, that do not appear on the toolbar.

The More Actions drop-down list for Invoice

Select an additional action to do the following:

• Reread: To update the document.
• Copy: To copy the contents of the document to a new document of the same type.
• Mark for Deletion/ Unmark for Deletion: To mark the document for deletion or to clear the deletion mark which was set earlier.
• Clear Posting: To undo the document posting.
• Show in list: To display the document in the list of other documents of the same type.
• Change form: To customize the document.
• Allow Object detail editing (available only for some master data): To make editing possible for the selected record in the master data.
• Edit the GL Accounts (available only for some master data): To assign other than the default GL accounts.