The Document Tree

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Overview

 

When you click explorer_doc_tree_option from the Documents page options, the Document Tree panel will be displayed.

 

The Document Tree enables you to locate and identify related documents in an expanding hierarchical structure:

 

Do-it Click explorer_doc_tree_option from the Documents options and the tree panel will be displayed. 

 

The supported document types appear as folders under each buying organisation that you trade with. If you trade with multiple buyers then you will be presented with a group for each relationship and a consolidated view of all your documents (see below)

 

explorer_doc_tree_onebuyingorg

 

 

To expand a level:

 

Do-it Click a expand to expand a tree to the next level e.g. click the expand icon against Orders to reveal Order Statuses.

 

explorer_doc_tree_expandedtypes

 

As you continue to expand the structure the related documents will appear in the list as shown below:

 

explorer_doc_tree_details

 

In the example above an order has been expanded to its lowest level (in this example "Credit Note").  Alternatively you can expand your documents with different starting points, for example "Credit Note", which will then show any related "Invoice" and then "Order" documents.  If there are no further levels to expand then the expand will not appear next to the document or status details.

 

Do-it Click on the shrink_button icons to collapse branches of the tree, hiding the lower levels.

 

Time Period

 

A filter can be applied to the documents displayed when the structure is expanded, when you select from the drop-down list the document date is compared against the range selection and the document not displayed if it does not meet the criteria.  The time periods are inclusive of today. To enable document date filtering simply select your preferred data period from the drop-down list as shown below.

 

explorer_doc_list_time_period_dropdown

 

Document Sequence

 

You can choose the sequence of documents displayed in a branch of a tree. Options available are:

Bullet by document date

 

Bullet by document number

To sequence by document date select  calendar and then choose either:

 

Do-it Descending desc_button or

Do-it Ascending  ascending_button        

 

To sequence by document number select 123_button and then choose either:

 

Do-it Descending desc_button or

Do-it Ascending  ascending_button

 

If you would like the time period and sequence to be applied when you access the Explorer on your next visit to the website you can:

 

Do-it Click save to save the time period and sequence as your preferences.