To process a document in Comarch Warehouse, press the [Inventory Orders] button in the main menu and select one of the options – [Withdrawals], [Receipts], or [Movements].
The application will display inventory documents generated in Comarch ERP Enterprise system.
After selecting an inventory document, the document line items are displayed.
The following options are displayed after selecting the [Inventory Orders] button from the main menu:
- Orders for Period – allows you to display documents issued within a defined date range
- Withdrawals – opens the list of withdrawals for the current day
- Receipts – opens the list of receipts for the current day
- Movements – opens the list of movements for the current day
Documents from Comarch ERP Enterprise system are available in the lists under the [Withdrawals], [Receipts], and [Movements] button depending on their type.
To define a date range for which you want to display documents, click the left date field to set a Date from and the right date field to set a Date to.
The calendar window that appears after you select one of the date fields contains the following options:
– switches to the previous month
– switches to the following month
- Selecting the month and year button
opens a separate window, where you can select a month and year from a list.
The list of documents displays the following information:
- Customer/Supplier – the code of a customer/supplier entered in the document
- Number – the number of a document and the number of the source document
- Delivery method – delivery method selected in the ERP system
- Priority – priority assigned in the ERP system
- 0/1 – processing stage
The window also contains the [All] button that you can use to set a filtering criterion for the document list:
- [All] – displays all inventory documents
- [To Be Processed] – displays inventory documents available for processing
- [Processed] – displays processed inventory documents
- [Assigned to Me] – displays inventory documents available for processing that have been assigned to the logged-in user
You can search for a document in the list by scanning the number of the document or by pressing the button and entering the desired value in the filter field.
Clicking the filter field opens the filter settings. In the filter settings window, you can choose an element based on which you want to search for documents and set the sorting method for search results.
In the filter settings, the active filter is highlighted, while the following icons indicate the sorting method:
– sorting in ascending order
– sorting in descending order
Back in the document list, the active search filter is highlighted in bold.