Document Classes - Operating logics

Operating logics

Insertion of a new sales document: example of a sales order combined with Reason "NF "

From the Sales Orders page, click on New and the system let you choose the document class to use, among those set in setup:

On the Order the system fills in the Document Class selected (e.g.. ODV_NF= Sales Order not to invoice, see documentation Close Document Without Invoicing - CDW)

This class can be modified by the user before inserting the record.

The related connected fields are then entered.

The shipment is posted using the Document No. associated with the ODV_NF document class; in addition, the shipment was forced as invoiced:

New sales document insertion: example Credit note combined with Reason "NA"

In virtù del setup presente sulla causale "NA"=Documento non amministrativo (vedi documentazione relativa alla app Close Document Without Invoicing - CDW),

the document is posted for statistical purposes only, without filling the tables relating to "accounting entries".

The Document No. of the posted Credit Memo was retrieved from the setup of the Document Class; in addition, the tables relating to standard BC "accounting entries" were not added.