Preview of documents downloaded from the Headquarters

Historical documents downloaded from the Headquarters (according to the instruction in the Downloading historical documents – Configuration article) are displayed on the document list under the [Documents] tile and in the Commercial section on the customer form. Historical documents are also provided with appropriate statuses.

Sales order/quote header

  • The Header tab of sales order documents downloaded from Comarch ERP Enterprise contains fields presented below.
Header tab in sales order document downloaded from Headquarters
  • The Header tab of sales quote documents downloaded from Comarch ERP Enterprise contains fields presented below.
Header tab in sales quote document downloaded from Headquarters

Cart

The cart of documents downloaded from the system (including documents issued in Comarch ERP Enterprise and updates to documents issued in Comarch Mobile) contains the same information as in the case of documents created in the mobile application.

Note
If a document that contains an item unavailable in Comarch Mobile is downloaded from the Headquarters, it will not be possible to preview the details (as part of both simplified and full calculation) of such an item. Clicking an unavailable item displays the following notification: Cannot preview the details. The item is unavailable.
Cart tab in document downloaded from Headquarters

Full item calculation in sales orders/quotes

  • The full item calculation view in documents downloaded from Comarch ERP Enterprise contains fields presented below.
Full item calculation in document downloaded from Headquarters

Simplified item calculation in sales orders/quotes

Simplified item calculation in document downloaded from Headquarters

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