Maintaining the list of documents
Apart from standard buttons: [Add], [Edit], [Delete], [Refresh] (see the manual Getting started with Comarch ALTUM -> Buttons) there are also additional functions characteristic only for a list of documents.
Figure 22 Menu of the list of sales invoices.
The list of documents can be maintained by:
Clicking on the button available in the menu
Selecting an option from the drop-down menu
Clicking on the buttons available in the quick access bar which is located above the list
All available from the level of list of documents functions are divided into groups, which contain buttons characteristic for a given element, e.g.: List contains functions used for maintaining the list of documents, Generation allows for generating of another document on the basis of the document marked on the list, Corrections include functions for maintaining the corrections, Posting enables posting of documents.
Meaning of the buttons:
[Confirm] – confirms a registered document. Meaning of this function is identical as [Confirm] which is available from the level of document form
[Confirm and Post] – confirms a document posting it at the same time
[Cancel Invoice]– cancels confirmed document
[Copy] – copies a document marked on the list
[Refresh] – refreshes the list of documents
[Pay] – allows the completion of open or partially paid document/documents marked on the list
[Generate SOR] – for confirmed sales invoice it’s possible to generate warehouse document (SOR). Meaning of this button differs depending on a type of documents on a list, e.g. for PI – Generate POR, for SOR – Generate SI
[Add Quantity/Value Correction] – adds value or quantity correction to a confirmed document