Generation of documents

In document generation process, it is possible to distinguish source document from which another document is generated and generated document, which is created by generation. Both the documents are strictly related with each other and they complement each other, giving a wider view of performed operations.

Options of generating of the following documents are available among generation options:

  • trade document from warehouse document (e.g. SI from SOR)
  • warehouse document from trade document (e.g. POR from PI)
  • trade document from trade document (e.g. SI from SO)
  • warehouse document from warehouse document (e.g. WM+ from WM-)

List of documents possible to generate is available on:

  • lists of particular documents
  • from the level of document details main menu Generation button group (available only for several options of generating)

Exemplary [Generation] button groups in main menu, on documents list
Properties of generated documents

  • In case a document is generated from a trade or a warehouse document, depending on the setting on a document definition (Configuration → Company Structure Company Documents), a newly generated document can have Confirmed, Unconfirmed or Initiated status
  • generated document can be partially edited, deleted, confirmed, posted or cancelled
  • generated cost correction cannot be edited
  • on the majority of generated documents, it is possible to edit only customer/vendor, document date and payment
  • on the majority of generated documents, it is possible to edit document item name, provided that parameter Edit item name has been checked on that item form
  • in trade documents generated form warehouse documents and vice versa, it is not possible to fully edit the items
  • generated document currency is the same as the source document currency
  • generated trade document (except for inquiries) generates payment
Note
It is not possible to change unit on an invoice or a warehouse document generated from an order.
Hint
Generated document inherits most data from the origin document, except when a document of a type different than the source document type is generated – generation of a document of release type from a document of receipt type and inversely. In such a situation, generated document usually inherits only those items, which are the subject of transaction of the source document. The other parameters, e.g. customer/vendor, payment method, due date, transaction type or item prices, are determined as if the document was issued manually, not generated.

Creation of value corrections for invoices and receipts which previously have been associated with warehouse documents automatically generates confirmed value corrections for those warehouse documents. If value or/and quantity corrections are issued for a trade document not associated with any warehouse document and inversely, generated warehouse or trade document includes source document corrections. It means that the value and quantity number on such a document is corrected compared to the source document.

Other principles of document generation are described in article Rules of generating documents.

 

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