Ordinary mode

Opening document journals

You can open a journal using main menu commands, toolbar buttons, or opened documents.

Alternatively, to open the list of document journals available in the configuration, on the Operations menu, click Documents.

Then, to open a document journal, select it in the list and click OK.

Adding documents

There are several methods to add a document.

To add a document from a document journal, on the Actions menu, click Add.

If the journal can include multiple document types, select the type from the list.

Depending on the user interface configuration, documents can be added without opening the journal. In the list of document types, select a type and click OK. Then a new document form will be displayed for you to populate its attributes. If a journal stores documents of a single type, the list of document types is not displayed; instead, the window for specifying document attributes is displayed immediately.

The user interface can include menu commands that start the document input immediately, without opening document journals.

Once you fill the document attributes, click OK to save and post the document and close the form.

Opening documents

To view or edit a document, first open the corresponding document journal. Use the search tools to find a document in the list.

You can open a document using any of the following methods:

• On the Actions menu, click Edit.
• Click the document line and press Enter.
• Double-click anywhere in the document line.

Copying documents

You can add a document to a journal by copying data from another document. To copy a document, click the document and then, on the Actions menu, click Copy.

Generating documents

See Generate.

Deleting documents (marking for deletion and removing marks)

There are two deletion methods: immediate deletion and marking for deletion. The availability of these methods is determined by user rights.

Marking for deletion indicates that the documents should be deleted; it changes the document icon (adds strikethrough), while the document data is still visible.

To set a deletion mark, click the document and then, on the Actions menu, click Mark for Deletion. Alternatively, right-click the document and click the command in the pop-up menu.

To clear a deletion mark from a document, click the document and then, on the Actions menu, click Unmark for Deletion, or right-click the document and click the command in the pop-up menu.

To delete objects (including documents) permanently, on the Operations menu, click Delete Marked Objects (provided that this operation is available to you).

Posting documents

Document posting records document data into accounting mechanisms.

To post a document, click Post or OK.

In document journals, posted documents icons have check marks.

To unpost a document, on the Actions menu, click Clear Posting.

Managed mode

Document journal window

You can open a document journal using navigation panel or actions panel commands. Also, the platform can open a document journal when you select a subsystem in the sections panel (for details, see the configuration description).

Adding documents

There are several methods to add a document.

If the active window is a document journal window, you can add a document by running the Create command.

If the journal can include multiple document types, after running the Create command, select the type from the submenu.

Depending on the user interface configuration, documents can be added without opening the journal. The navigation panel or actions panel can include commands, such as New Goods Issue.

Information about adding specific document types can be found in the configuration description.

Editing document attributes

The appearance of the document form, its properties, and the behavior of its controls are determined at the configuration stage, and in general can vary widely.

Documents are edited using general form handling techniques. These techniques are described in detail in Working with Forms.

A document form can contain tabs. In that case, all editable attributes are grouped into several "pages," and you can switch from one to another by clicking the tabs.

After the attributes have been entered, save the document by running the Post and close command. This command saves the document and then, if the document is postable, a prompt to post the document will appear, and when you answer, the document form is closed.

The Save command is intended for saving the document without posting it and closing the form.

The Post and close command is intended for posting the document.

Editing documents

To edit a document, open the document journal that contains documents of this type. You can use search tools to find the document you want to edit.

In the document journal, you can open a document for editing or viewing using one of the following methods:

• Run the Edit command.
• Press Enter.
• Double-click anywhere in the document line.

Each of these actions displays the document form where you can edit document attributes. You can find general information about editing attributes in Working with Forms.

Copying documents

You can add a document by copying another document. To copy a document, in a document journal that contains the desired document type, click the document that you want to copy and run the Copy command.

Generating documents

Unlike copying, the Generate command creates a document based on data of another type (a different type of document, or a catalog), provided that the configuraion design allows generation.

To generate a document, open the source document and run the Generate command. This opens a list with available object types (not necessarily documents) that can be generated based on the given document. Select the desired type. The auxiliary window with the document form will be displayed, with its fields filled based on the source document. The configuration design defines the rules for completing the fields.

Deleting documents (marking for deletion and removing marks)

There are two deletion methods: immediate deletion and marking for deletion. The availability of these methods is determined by user rights.

Document deletion (immediate deletion and marking/unmarking for deletion) is performed from the document journal.

To set a deletion mark, in a document journal, click the document and then run the Mark/Unmark for deletion command, or press Del.

To clear the deletion mark, use the same command.

Documents marked for deletion have icons with strikethrough.

Posting documents

Posting a document is an action that reflects the document data in various accounting mechanisms. Postability is a document property defined at the design stage.

When you run the posting command (Post and save or Post), the document is posted. A posted document is marked with an icon in the document journal.

When a document is posted using the Post command, the document is closed after posting. In some cases a document cannot be posted. In document journals, posted documents icons have check marks.

To unpost a document, run the Clear posting command. Once you confirm the action, the icon next to the posted document changes. Unposted documents have icons without check marks.

To post or cancel posting of several documents, open the form containing a dynamic list of documents, mark the desired documents (using Shift) and run the Post or Clear posting command. Documents are posted in ascending order by their date and time.