Creating Regular Documents from Drafts 

Use

The following procedure explains how to create a regular document from a draft of the document.

Procedure

       1.      Depending on the type of document you want to create, proceed as follows:

...

                            a.      Sales documents: Choose Sales – A/R ® Document Drafts. Enter the required parameters in the Document Drafts – Selection Criteria window and choose OK.

                            b.      Purchasing documents: Choose Purchasing – A/P ® Document Drafts. Enter the required parameters in the Document Drafts – Selection Criteria window and choose OK.

                            c.      Incoming payment documents: Choose Banking ® Incoming Payments ® Payment Drafts Report.

                            d.      Outgoing payment documents: Choose Banking ® Outgoing Payments ® Payment Drafts Report or Checks for Payment Drafts

       2.      Double-click the required draft.

The document window appears in the Add mode.

       3.      Make any necessary changes and choose Add to record a regular document to the database.

The number assigned to the regular document might be different from the one originally assigned to the draft. This occurs because the number assigned to the regular document created from a draft is the one that currently appears in a new document.

Result

The status of the draft is Closed.

 

See also:

Document Drafts