This screen is displayed when you click the Doc. tab in the creditor maintenance screen (go to Finance ➔ Accounts payable ➔ Maintain or CRM ➔ Accounts ➔ Maintain accounts, and then click New or select an account and click Edit). In this tab, you can create documents as well as view documents that are attached to the creditor.
The document(s) created and attached to the creditor will be displayed in the Results section.
Select to group the documents by None, Type, or Date.
Click this to attach new documents to the account.
Click this to modify the details of the document or to replace the existing document.
Note: This icon is enabled when you have selected a document and grouped by None, or when you zoom in on the underlying document if you have grouped by Type or Date.
Click this to delete the selected document.
Click this to zoom in on the underlying document.
Note: This icon is enabled only if you have grouped by Type or Date.
Information such as the document creation date, the resource involved, security level, order number, and others are displayed.
Note: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.