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 .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

• The general company contracts like insurance I would put under generalthe 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 a module will automatically populate .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 right-hand corner .corner.

Again this is similar to how the report list works when you go into the modulator defaults to the module .

 module.

The dropdown will have additional security based on whether the user has access to that module .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 .items.

If somebody deletes the document ,document, we need to record this under the user management section.

You can find the document management menu under the following modules:

The

modules that we are going to cover are as follows

•

• System configuration
• General Ledger6
• Debtors/ Customer
• Creditors/ Supplier
• Inventory
• ob costing
• CRM
• TrackIT

•General Ledger

•

---

CustomerAdd

•Supplier

•Inventory

•Job costing

•CRM

•TrackIT

To

 Add function

 When addingadd a new document ,to insertthe system, click add 

Insert

relevantonlyto four modules

1. Customer

2. Supplier

3. Inventory

4. General Ledger accounts

 The name is not mandatory and can be left blank

Doc No	The document number is system-generated
Description	Enter a description for the document you wish to manage
Reference	Enter reference
Year	Select the year and
Month	Select month for the month document
Module	Select the module thatyou want to save the userdocument isunder in on Namethe drop drop-down isselection

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