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Procedure documentationCreating Regular Documents from Drafts Locate this document in the navigation structure

Procedure

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

    • Sales documents

      Choose   Sales – A/R   Sales Reports   Document Drafts Report  . In the Document Drafts – Selection Criteria window, specify the required parameters and choose OK.

    • Purchasing documents

      Choose   Purchasing – A/P   Purchasing Reports   Document Drafts Report  . In the Document Drafts – Selection Criteria window, specify the required parameters and choose OK.

    • Incoming payment documents

      Choose   Banking   Banking Reports   Payment Drafts Report  .

    • Outgoing payment documents

      Choose   Banking   Banking Reports   Payment Drafts Report   or   Banking   Outgoing Payments   Checks for Payment Drafts  .

    • Inventory documents

      Choose   Inventory   Inventory Reports   Document Drafts Report  . In the Document Drafts – Selection Criteria window, specify the required parameters and choose OK.

  2. Double-click the required draft.

    The document window appears in the Add mode.

  3. Make any necessary changes and choose Add.

    Note Note

    Since the number assigned to the regular document created from a draft is the one that currently appears in a new document, it might be different than the one originally assigned to the draft.

    End of the note.

Result

The status of the draft is Closed.

More Information

Document Drafts – Selection Criteria

Saving Drafts as Regular Documents