Document
This tab allows you to edit data on
document.
Options:
- Identification Number 2 - enter an additional document identification number if necessary. (Identification Number is entered on the Label tab.)
- Voided - turn on if the document is no longer valid.
- Document Folder - select document folders from the menu.
- Document Type - select from the
document type.
- Issue Date - enter the issue date of the document.
- Attachment - attach attach attachments (e.g. scan of invoice) if applicable.
- Document - Invoice - if the selected document type is
Invoice
- Vendor - select from the supplier menu.
-
... - or select a supplier from the list of organisations.
- Document - Handover protocol if the selected document type is
Transfer protocol
- Person handing over - select the submitting user from the menu.
- Person accepting - select from the menu of the transferring user.
- Sign method (Handover protocol) -
Handover protocol signing method (only available after activating the module ALVAO Electronic Handover Forms).
- Note - enter a note on the document.
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