List of posting schemes
A list of posting schemes is available in tab Accounting under the [Schemes] button.
The window menu is divided into three button groups:
List with buttons: [Add for Documents], [Edit], [Delete], [Refresh]
Posting Schemes with buttons: [Set As Default], [Import], [Export], [Associated Schemes]
Printouts and Reports with buttons: [Printout/Report], [Chart/Analysis]
Figure 48 List of posting schemes.
On the list of posting schemes, it is possible to add schemes for the following and appropriately grouped document types:
Trade |
Warehouse |
Cash-Bank
|
Sales Documents
Purchase Documents |
Warehouse Releases
Warehouse Receipts
|
|
[Set as Default] – after saving a new posting scheme, it can be set as default. A default posting scheme will be displayed in the list in bold. Documents from a given group will be posted with this particular scheme
[Import] – imports scheme to a file with xml extension
[Export] – exports scheme to a file with xml extension
[Associated Schemes] – allows combining several schemes defined for the same document type which then all will be used during posting operation
The list of posting scheme can be additionally filtered by building individual filters with the use of filter builder – for more information about the filter builder, see the manual Getting started with Comarch ALTUM.
The list can also be filtered by typing the searched value in the line below the column header. On the left side of the line, there is the icon . To filter the posting schemes by the searched values, it is necessary to click the checkbox available in the left bottom corner of the window with the list of posting schemes.