Purchase Orders Maintenance - DocMan tab
- Former user (Deleted)
- Richard Kennedy (Unlicensed)
- Former user (Deleted)
Use the DocMan tab to view or add documents relating to the purchase order.
To open the DocMan tab:
- Select Finance > Purchase Orders from the SynWeb main menu.
The Search Purchase Orders window is displayed. - Search for a purchase order. See Searching for purchase orders.
The General Details, Options & Creditor tab of Purchase Orders Maintenance is displayed. - Click the DocMan tab.
The DocMan tab of Purchase Orders Maintenance is displayed.
Purchase Orders Maintenance - DocMan tab key fields and buttons
Selection area
The selection area consists of:
- fields used to determine which documents are displayed
- a
button, used when one of the selection fields is changed.
Fields
Field | Description |
|---|---|
Classification | Select the document classification to filter on. |
Document Type | Select the document type to filter on. |
Description | Type in a description to filter the documents on. |
Source Reference | Select the document source reference to filter on. For example, Manual Load. |
Buttons
Button | Description |
|---|---|
| Refresh the documents displayed after changing the selection fields. |
Grid area
The grid area consists of:
- key fields for each of the documents
- command links for actions that can be performed for the document.
Fields
Field | Description |
|---|---|
Created date | Date the document, spreadsheet or picture is imported into Synergetic. |
Classification code | Classification of the document Note: You can maintain document classifications using the luDocumentClassification lookup table. See luDocumentClassification lookup table in the Synergetic System maintenance manual. |
Description | Meaningful description for the document. |
Type | Type of document. Typical examples include:
Note: You can maintain document types using the luDocumentType lookup table. See luDocumentType lookup table in the Synergetic System maintenance manual. |
Source code | Source of the item. Typical examples include:
Note: You can maintain document sources using the luDocumentSourceCode lookup table. See luDocumentSourceCode lookup table in the Synergetic System maintenance manual. |
Source date | Date that the source document was created. For example, if you are importing a historical picture you might specify the date when the picture was taken. This defaults to the current date and time for new entries. |
Source reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared. |
Buttons
Button | Description |
|---|---|
| Launch the Add Document window to add a new document.
|
Command links
Link | Description |
|---|---|
View | View the selected document, photo or spreadsheet in a new browser window. |
Edit | Edit the details of the selected document, photo or spreadsheet in the Update Document Details window.
See Updating document details in the Introduction manual. |
Delete | Delete the selected document, photo or spreadsheet from the list of documents. To do this:
|
