All purchase documents (i.e. Purchases, Supplier returns and / or Orders) which have been processed for the selected creditor (supplier / vendor) account will be listed here. These documents need not to be updated (posted) to the ledger. 

To maximise the Documents tab and / or Debit / Credit transactions section of the screen, click on the   button to maximise the Documents tab. You may also click and drag any part of the screen up / or down.  

 
The options are as follows:

  1. Print button - This will print the selected document to the default or selected output method.

You may also double-click on a selected document to print it.
  1. Layout file - This is by default blank. The selected document will be printed using the layout file as set in Setup → Documents setup for Purchases, Supplier returns and Orders.

You may change the layout file by selecting your own layout file from the list. These layout files are stored in the

 ...\plug_ins\reports\DOCUMENTS\DOCUMENTS directory of your system.
  1. Send report to - The default option as set in the Output Method field on Setup → Company info (Options) or Setup → Access control (Reports access). You any change this to any other option (i.e. Screen, Printer, File, E-mail or Fax), if required.

You may click on the column headings (i.e. Document number, Date, Description or Reference) to change the sort sequence from the ascending to the descending sequence.

You may also click and drag any of the column headings to the left or right to change the sequence in which the columns are to be displayed.


View Transactions - Show transact context menu

  1. Select a transaction and click on the Show transactions context menu.
  2. On the "Transactions" screen, click on the Print button. 

The Documents tab lists all posted and unposted documents and orders. The Show transactions context menu option will not do anything, if an order or an unposted document is selected.

The Amount Exclusive values are as follows:

  • 0 = Amount Exclusive
  • 1 = Amount Inclusive