Shared Applications - Copy Document


Short Overview of this option and its use (mandatory).



Prerequisites to use this option e.g code structure, system cycles etc. (delete if not applicable).


Other influencing factors (delete if not applicable).


General information (delete if not applicable).


Critically important information (delete if not applicable).



Fields in the option:

Block 1:  Reference Copy:  Invoice Detail

Field Type
&
Length		 Description
Creditor  N9 The creditor defaults from the document to be created.
Year/Cycle YYYY/MM The year/cycle defaults from the document to be created.
Document Type A2 The document type defaults from the document to be created.
Process Date DD-MON-YYYY HHMM The process date defaults from the document to be created.
Reference Code A2 The reference code defaults from the document to be created.
Document Date DD-MON-YYYY The document date defaults from the document to be created.

Example:

Example of fnxapp-b1

 

Block 2:   Reference Copy: Document from

The fields in this block are displayed fields only.


Field Type
&
Length		 Description
Document Type and Number A2/A15 First level document copied from.  Valid value is O if the Type of Document is IN or IN/S if CN and document number available for copy.
Referenced Type and Number A2/A10 Second level document copied from.  Valid value is G if the Type of Document of the first level is O and GRV is received. 
Currency Code A3 The currency code of the orginating document.
Process Date DD-MON-YYYY The process date of the orginating document.
Document Date DD-MON-YYYY The document date of the orginating document.
Year YYYY The year of the orginating document.
Cycle MM The cycle of the orginating document.
User A8 The user of the orginating document.
Copy Tick Box When selected all items in the Document Items Frame will be marked as selected.  If not selected, item on the Document Items Frame must be manually selected.

Example:

Example of fnxapp-b2

 

Block 3:  Reference Copy:  Document Items

The fields in this block are displayed fields only.


Field Type
&
Length		 Description
Item Type and Description A1/A4000 These fields display item type and description of the items available for copy for the document selected in Document from Frame.

Copy processing rules:
  • Copy from an Order for an Invoice document:
    • If the system operational parameter "Use GRVs" is (N)o,
  • Only Items Not Defined and General Items will be obtained directly from the order if the Item was not GRV-ed.
  • Stock and Library Items will only be obtained from the GRV.
    • If the system operational parameter "Use GRVs is (Y)es,
  • All Items, Not Defined, General, Stock and Library Items, will only be obtained from the order's GRV.
  • Items Not Defined and General Items that were partly used while the "Use GRVs" was (N)o and not GRV-ed in that time period, will be obtained directly from the order.
  • Copy information for a Credit Note:
    • The information can be from:
    • An Invoice
      • Only records that were not linked to a GRV.  This means records with no copy information or with order copy information.
    • A Supplier Return
      • Items that were GRV-ed must be processed on a Supplier Return before they can be copied to a Credit Note.

Line N3 This field displays the line number of the items available for copy for the document selected in Document from Frame.
Unit A8 This field displays the unit of the items available for copy for the document selected in Document from Frame.
Unit Price N15.4 This field displays the unit price of the items available for copy for the document selected in Document from Frame.
Original Cost N15.2 This field displays the total cost of the items available for copy for the document selected in Document from Frame.
Total N15.2 This field displays the available cost (orginal cost - cost of items already used for previous copies) of the items available for copy for the document selected in Document from Frame.
Paid/Received A1 This field displays the paid/received indicator of the items available for copy for the document selected in Document from Frame.
Copy Tick Box Selection of items to be copied.  
Copy Document and Selected Items Button When the button pressed,  the Document and Selected Items will be generated for the orginating document.


Example:

Example of fnxapp-b3

 


Processing
Rules		  
  No special processing rules


See Also:



History of Changes

Date System Version By Whom Job Description
30-Nov-2007 v01.0.0.0 Amanda Nell t144148 New manual format.
04-Dec-2007 v01.0.0.0 Kobus Kleinhans t144148 Manual still to be proofread by the system owner.