Document Processing - Multiple Documents Per Order

When processing sales or purchase orders and raising a delivery note or invoice then typically you will be raising one document for the order. Existing features allow you to process multiple orders per document – perhaps a consolidated end of week invoice for a customer or when booking in deliveries from a supplier.

However, if you needed to create multiple documents from an order – perhaps separate picking notes and delivery notes for your different warehouses or creating separate invoices for a customer reference then this required manual selection of the required lines. This new feature allows you to automatically create separate documents from the order.

Processing the document – selecting the order, confirming the date, confirming the lines to be processed – continues as normal. At the point of printing and updating the options change so that you get one prompt ‘Print and Update the Documents’ – saying Y to this parameter will print/update one document for each ‘split’.

Installation

Document Design Manager

Additional parameters have been added to the document to allow multiple documents per order.

Installer users can right-click on the Order Acknowledgement, Delivery Note or Invoice application menu action and select toConfigure Option – the documents available will be displayed.

Alternatively, you can select Installation from the main menu followed by Application Manager and Document Design Manager. Choose the appropriate Order Processing application and then document type – the available documents are then listed for display.

To update a document, enter the document number required. If more than 12 documents press <Page-Down> to move to documents 13-24 and select the appropriate document number. The document mask will then be displayed.

To configure the document to create multiple outputs click the Parameters option on the ribbon and then use the ACTION button to move to parameter screen 11 Order Detail Items to be Confirmed.