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Object documentationDocument Generation Wizard, Step 2: Target Document

 

Use this window to specify the document type and the characteristics of the target documents.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

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Target Document Fields
Target Document

Specify a target document type by clicking and choosing one of the following:

  • Sales Order

  • Delivery

  • Returns

  • A/R Invoice

    Note Note

    In each wizard run, you can choose only one target document type.

    End of the note.
Branch

Select a branch for which you want to run the document generation wizard.

Note Note

This field is available only if you have enabled multiple branches.

End of the note.
Posting Date

Enter the posting date on which the target document will be created.

By default, this field displays the current date.

Document Date

Specify the document creation date of the target document.

By default, this field displays the current date.
Series

The series of the document type.

The value appears after you choose the document type. If required, you can change the series.
Items

Determines the type of target rows that will consolidate the base rows.

To choose one of the summary display options, click .
Service

Determines the type of target rows that will consolidate the base rows.

To choose one of the summary display options, click .
Exchange Rate

Select a method for setting the exchange rate of the target rows.
Reopen Items in the Original Sales Order

Reopens the item quantities in the sales order on which the document is based.

Selecting this checkbox produces the following results:

  • The base document status changes to Open.

  • The row status changes to Open.

  • The open quantity is increased by the quantity specified in the return.

  • The delivered quantity is decreased by the quantity specified in the return.

  • For service type transactions, the open amount is increased accordingly by a value equal to the value from a return line. If the sum of the remaining open amount plus the returned amount is greater than the total amount for the original order line, the total amount is used as the open amount.

  • If there are any freight charges related to the returned or credited item, these charges are reopened in the same way as the item quantities.

  • If the item is managed by batches, the returned batch-allocated quantity is increased by the quantity from the return line.

This checkbox is available only if the field Enable Reopening of Orders When Creating Returns Based on Orders on the Per Document tab in the Document Settings window is selected.
Include Manually Closed or Canceled Sales Order Lines or Documents

To reopen the item quantities in sales order lines that were manually closed or canceled, select this checkbox.

This checkbox is available only if the Reopen Items in the Original Sales Order field is selected.
Create Draft Documents

Saves target documents as drafts.

Note Note

When you run the wizard for an existing parameter set, the posting and document dates always display the current date. If the parameter set includes other dates related to the selection criteria of base documents, change those dates for the current parameter run.

End of the note.

More Information

Document Generation Wizard