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Ledger Enquiry - Sales and Purchase Invoice Documents

Article Number: 2280 | Rating: Unrated | Last Updated: Wed, Oct 23, 2024 at 11:18 AM

The Sales and Purchase enquiry have an option to view the saved documents for the account.Historically only invoice documents could be saved. Over the years this function has been extended to allow for quotes, order acknowledgements, delivery notes, invoices, and statements to be saved for reprint but the option has kept the "Invoices” label. New in Datafile 2021 is the option to relabel this option.

Installation

Ledger Enquiry Manager

To update the "Invoices” label, select Installationfrom the main menu followed by Ledger Enquiry Manager and Enquiries Configuration. Select the Sales / Purchase application and then Transaction / Detail Enquires.

The initial display shows the authority level for each of the transactional enquiry options. Against the authority level for the Invoice Docs option click the SETTINGS button or press the <F7-Option> key – the system allows you to nominate an alternate caption for the "Invoices” option.