The document generation wizard enables you to perform batch processing of target sales documents. The wizard recommends a simple way to include rows from several base documents in a single target document, according to the parameters you define.
Some target documents, such as A/R invoices and deliveries, cannot be deleted or changed after you create them.
To access the wizard, choose
.Note
The document generation wizard lets you save the defined parameter set. First, you enter and save numerous parameters for base and target documents. Based on these definitions, you can select consolidation methods and choose a list of relevant business partners.
Once you save the defined parameter set, you can run the wizard periodically according to your company’s business practices.
Note
The document generation wizard does not support multi-currency business partners.
Running Document Generation Wizard
Document Generation Wizard, Step 1: Document Generation Options
Document Generation Wizard, Step 2: Target Document
Document Generation Wizard: Retail Stores (Israel Only)
Document Generation Wizard, Step 3: Base Documents
Document Generation Wizard, Step 4: Consolidation Options
Document Generation Wizard, Step 5: Customers
Document Generation Wizard, Step 6: Messages and Alerts