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Creating and maintaining accounts receivable - Doc. tab

This screen is displayed when you click the Doc. tab at the debtor maintenance screen (go to Finance ➔ Accounts receivable ➔ 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 debtor. 

Fields

Documents section

The document(s) created and attached to the debtor will be displayed in the Results section.

Group by

Select to group the documents by None, Type, or Date.

 New

Click this to attach new documents to the item.

 Edit

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.

 Delete

Click this to delete the selected 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.

 Zoom

Click this to zoom in on the underlying document.

Note: This icon is enabled only if you have grouped by Type or Date

Results section

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.  

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 18.336.695
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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