This release includes an update to various screens to provide a Documents tab, similar to the Documents tab already available in the Registration screens and the Customer Masterfile
The normal document functions allowing Document Codes to be allocated to files, downloading, archiving and emailing are available in all screens.
The following screens have been updated
Customs
- ECI Entry
- Supplier Masterfile
- TLF Masterfile (AU)
- Parts Masterfile (AU)
- Parts Masterfile (NZ)
- Archived Parts (AU)
- Archived Parts (NZ)
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Classify Parts Supplier (AU)
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Classify Parts Supplier (NZ)
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Classify Parts Shipper (AU)
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Classify Parts Shipper (NZ)
Order Tracking
- Import Order
- Import Shipment
- Export Order
- Export Shipment
Accounting
- Debtor Receipts
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General Ledger Receipts
- Foreign Contra Payment/Receipt
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Receipts Enquiry
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Job/Consol Creditor Invoice
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EDI Creditor Invoice
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General Ledger Creditor Invoice
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Creditors Invoice Enquiry
Posting from the receipts and payments screens will move the documents to the posted Enquiry screens
Administration
- User Masterfile
The Administration -> Company Details Menu -> Document Management -> Document ID Masterfile has been updated so that local Document Codes can be accessed from the specific screens where they are most relevant.
For example, Document Type AAGB has been added as a commercial invoice type and this can be accessed from Import and Export registrations screens
Document Type REPP has been added as a receipts report and can only be assigned to document tab in Receipts and Payments screens
