What is the Document page.

The blue

Theribbon

 Blue Ribbon Sectionsection

This section containshas several inputinputs fields thatwhich are used to specifydefine the specific characteristics of the document being created.document. It includeshas two2 selectionselect inputs thatwhich define the typedocument ofthat documentis to be createdcreated, and athe currency toggle button.

 

Elements of the Blue Ribbonribbon Section:section elements :

DocumentThe Typedocument Selectortype selector

This input field provides a list oflists the nine9 different document types that can be created usingfrom the document interface. The different document types availablewhich can be selected for selectionare include:: quotation, invoice, receipt, goods received note, purchase order, credit note, stock transfer order, and stock transfer form.

 

PartyThe Typeparty Selector
type selector.

EveryAll documentdocuments musthave specifyto have an intended external party.party which is defined in the document. Before selecting the specific party, first the party type musthas firstto be selected. This selector provides a dropdown list withhas the following options:options in its dropdown list: patient, corporate, supplier,supplier and storerooms.

Please note that not all

Some combinations of document types and party types are possible.not feasible. For instance,example ifonce you select ‘Purchasethe Order’purchase order as the document type, then the only available party type which can be selected is ‘Supplier’,the asSupplier since purchase orders are documents intendedmeant for communication between the system user and an external supplier. All other party types are disabledgreyed out in the party type selector because only the Supplier party type is applicable for a purchase order.

The party type selector selects the type in thisgeneral, case.while Thethe specific party object for the document (e.g., the specificspecfific supplier that is to receive a purchase order), is selected in the Documentdocument Variablesvariables section.
Currency

Toggling

 Button

The currency toggling button.

This button is only visible only when the selected document type (within the blue ribbon) is either an invoice or a quotation. UponOn initiallyfirst opening of the document page,page the document currency is set to the default currency. ClickingWhen clicked, the currency toggling button changes the document’scurrency currencyfor the document to the next enabled currency. After this change,change document prices (i.e.,e sales prices, unit costs,costs etc.)e.t.c). are updated based on the specificparticular exchange ratesratest which are set in the system. ContinuallyContinuing clickingto click the currency toggling button cycles through the enabled currencies, eventuallyeven returning back to the currency that was defined by default.

 

The document variables section.

This section is located just below the blue ribbon section. By default currency.it is hidden. This section is only displayed when the party type selector is not blank.

 

DocumentThe Attributesdocument Sectionvariables section elements.

The document number input.

Located directly beneath the Blue Ribbon section, the Document Attributes section is hidden by default and only becomes visible when a party type has been selected.

Elements of the Document Attributes Section:

Document Number Input

EveryEach document is assignedhas a unique identifier,identifier. whichThis identifier does not have to be a number, but it can also be anya combination of letters and numbers. TheBy identifierdefault canthis eithervalue beis system-generatednot oruser manuallydefined, enteredrather byit ais user.system generated. For more detailsinformation on the settingssetting thatwhich determinedefines whether the modedocument ofnumber selectingis themanually identifier,typed pleaseor refersystem togenerated, theclick relevant section in the manual.here.

System-For system generated documents different document types typically have different prefixes within the document number based on their type.number. Here are the prefixes foraccording eachto the different document type:
types:

GRN- : Goods Receivedreceived Note
note

CN- : Credit Note
note

STO- : Stock Transfertransfer Order
order

STF- : Stock Transfertransfer Form
form

STR- : Stock Transfertransfer Receipt
receipt

PO- : Purchase Order
order

ADJ- : Stock Adjustment
adjustment

Q- : Quotation


R- : Receipt


INV- : Invoice

SpecificThe Partyspecific Objectparty Selectorselector.

This selector,Much like the other elementsdocument invariables thesection Documentelements, Attributesthis section,selector is only visible if athe party type has been selectedselector in the Blueblue Ribbonribbon section.is It’snot blank. This selector is a hybrid input field.input. For more information on how a hybrid input works, pleaseclick referhere.

to the relevant section in the manual.

The label for the Specificspecific Partyparty Object Selectorselector depends on the selected party type selected in the Blueblue Ribbonribbon section. As thisThis is a required input, therefore each document must have a specific party object selected.
Caption

Input

 

The caption input.

This optionalinput input,is whenoptional. filled,If printsnot itsleft blank, then the value of this input is printed as a paragraph just above the table. It’sThe usedpurpose of this text is to highlight or describe any notable information regarding the document or transaction. For instance,example for an invoice,invoice the customer’s tax number or VATthe vat number for the customer may be enteredtyped as the caption.
Footer

Input

 
Similar

to

The footer input.

Much like the caption, the footer is an optional input. The text enteredtyped in the footer appears in the the document just below the table.  Many users utilizeuse the footer input to specify additionalother information aboutregarding the document. For example, within a Goodsgoods Receivedreceived Note,note the footer input can be used to describe any breakages or other notable occurrencesoccurances which occurred during the delivery.

 

 

 

Sure, here’s the revised version:
Table Section 

The table section,section.

which includes the

The table and various buttons located near it, is used to select and list the items and services thatwhich the document pertainsis to.
Elementsabout. ofThe table and various other buttons in close proximity to the table can be called the table section.

 

The table section elements :

Table Section:
Tablerows Rows:

Each row in the table within the table section represents a uniquedifferent inventory item or service. No item or service can be selected in more than onceone row (i.e. there cannot be any repeatition of the same item within a document.document). Each table row is dividedsubdivided into several columns, with each withcolumn anhaving inputone field.input. Most column inputs are regular text inputs,inputs. while theThe code and description columns are special and have inputs which are classified as hybrid inputs. For more information on how hybrid inputs work, pleaseclick referhere.

to the relevant section in the manual.

Typing in the code or description hybrid inputs filters the available options (items and services) within the dropdown. Sometimes,Sometimes it mayis be desirabledesireable to exclude certainsome items or services from the options available for selection in documents. This ability to select specific inventory items or services is achieveddone by means of using categories.

There is a setting thatwhich specifies the categories of inventory items which are available for selection within a document,document. andThere is a separate setting forwhich specifies the service categories.categories  Ifwhich eitherare available for selection within a document. For both settings if the setting is left blank, then all database inventory items or services can be selected whenfrom in composing the table section rows.

 

Add Rowrow Buttonbutton

Located

This button is located just below the table,table. thisOn buttonclicking addsit, a blank row is added at the bottom of the tabletable.

when

 clicked.

Delete Rowrow Buttonbutton

Also located

Located just below the table. To delete one or more table rows, first check the checkboxes to the far left of all the rows you wish to delete,delete. thenAfter that click the delete rows button.
buttons.

 

Table Totaltotal Displaydisplay

Located just below the table,table. this displayIt is visible for most document types,types excluding the following : purchase orders,order, stock transfer orders,order and the stock transfer forms.form. When the document currency is toggled usingby use of the currency toggle button in the Blueblue Ribbon section,ribbon, the total display is also updated to display the total in the updated document currency.

 

 

The

 

Toolbar Section 
The

toolbar section of

For the document page the toolbar includes the following buttons:

Print Toolbartoolbar Buttonbutton

This

Click button,to print the document. By default this button is grey, which shows that it is greyinactive. by default, becomes active (turns green) onceOnce one or more objects have been added to the table. Iftable, the button turns green. If it is greengreen, and one or more required fields are blank,blank clicking it will focus onthen one of the blank required fields.fields is focused on. If allit is green, and clicked and there are no blank required fields are filled and the button is clicked,then the document is saved and printed. The printed document automaticallyis opensautomarically opened just after it is saved, and a PDFcopy copyof this pdf is storedsaved In the correct forlder in the appropriatewindows folderexplorer. inTo Windows Explorer. For information onknow the location of the correct folder in Windows Explorer, please refer to the relevantwindows sectionexplorer, inclick thehere.

manual.

New Itemitem Toolbartoolbar Buttonbutton or New Serviceserv. Toolbar Buttonbutton

While

It sometimes occurs that as you are creating a documentdocument, and selecting inventory items or services tofor addadding them to the table, a user may realizerealises that an item or service they wish to add to the document is currently not currently created in the database.

To add a new inventory item on the fly,go, click the New Itemitem Toolbartoolbar Button.button. To add a new service on the fly,go, click the New Serviceserv. Toolbar Button.
button.

Refresh Toolbartoolbar Buttonbutton

To clear all inputs onin the page and reset the table,table click the Refreshrefresh Toolbartoolbar Button.button.