Overview

When you click on a document in the Documents Document List, Tree or Search results, a summary of the document is displayed in the right-hand panel of the Documents page.

The summary will be similar to this:

The particular details and buttons displayed will vary depending on the document type and status.  See the following pages for information about particular document types:

Commonly displayed details are:

        Document Type and Number

        Void        - Indicates that the document has been cancelled

        From or To - The buying organisation that sent the document to you or to which you are sending it

        Dated - The stated date of the document

        Received or Raised - The date & time that the document was received by the system or raised in the        system.

        Excl.Tax - The total value of the document excluding tax and the currency of the document.

        Total - The total value of the document including tax and the currency of the document.

        Related To - Any document from which this document was derived or which is derived

       from this document. Clicking on the document number will

       cause the display to switch to that document.

        Comments - Any comments, notes and remarks associated with this document.

        Status icons:

                Usually, you need to take some action

                You may need to take some action

                Usually, you do not need to take further action

Commonly available buttons are:

to view more details of the document in Document View/Edit Page

to view a printable representation of the document

to mark the document as "Void"

to view and edit details of document in the Document View/Edit Page

to delete the document

to perform the action selected in the adjacent dropdown list

to send or re-send the document to the buying organisation

to change the document status