Types of transfer and editing
|Top Previous Next|
Basically there are 2 types of transfer:
A. Full Document Transfer.
B. Partial Item Transfer.
Full Document Transfer: this is to select documents (that are still outstanding) to be transferred from.
Partial Item Transfer: this is to select items (that are still outstanding) to be transferred from, you may check the item rows and key in the quantity to be transfer transferred.
Editing Documents that were transferred using Full Document Transfer ... E.g. SO transferred to DO.
1. By default, all documents that have been transferred to other documents are not allowed to Edit...
2. If cancel/delete the DO is not you choice of option, you may opt for manually modifying the both bills. The same example can be illustrated as below:
Editing Documents that were transferred using Partial item Transfer ... E.g. SO transferred to DO.
1. By default, all documents that were transferred from other documents using Partial Item Transfer are allowed to Edit on the Quantity column (other columns such as Unit Price will be locked) ... and the edited quantity will be updated to the outstanding status of the documents it was transferred from (as shown in Outstanding report).
2. As for document that was transferred to other document (e,g, SO in this case), you may opt for manual modification: set Can Edit Documents/Items that were transferred. (refer to the topic of I can't edit SO that has been transferred to DO? )
Send feedback about this topic to AutoCount. peter@autocountSoft.com
© 2013 Auto Count Sdn Bhd - Peter Tan. All rights reserved.