Document Management Spec
The purpose of Document Management is to help customers add attachments to the system that is not really linked to any document .
Some examples are as follows
•VAT / GST returns with all of its attachments
•Supplier monthly statements
•Customer contracts
•Customer payment advises
•Company document legal information which I would put under system configuration
•General company contracts like insurance I would put under general Ledger
This will be available on all modules under the analysis section.
The document number that is produced will be the line ID in the table with a prefix of DOC .
When you go into the specific module the search criteria for module will automatically populate .
This will be greyed out by default and in order to enable it you need to go to with additional security on the top right hand corner .
Again this is similar to how the report list works when you go into the modulator defaults to the module .
The dropdown will have additional security based on whether the user has access to that module .
It doesn't matter what type of security he has as long as he has security to that module
The delete function doesn't actually delete the item but just flags as deleted and then the search will not search for deleted items .
If somebody deletes the document , we need to record this under the user management section.
The modules that we are going to cover are as follows
•System configuration
•General Ledger
•Customer
•Supplier
•Inventory
•Job costing
•CRM
•TrackIT
.png)
Add function
When adding a new document , insert the year and the month
Insert the module that the user is in
Name drop down is relevant only to four modules
1. Customer
2. Supplier
3. Inventory
4. General Ledger accounts
The name is not mandatory and can be left blank
The user that created this and the date and the time that it was created is recorded.
The last updated by with date and time which effectively records who made changes on this when they click on save or save and close
.png)