Documents Context menu

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Right-click to display the following menu:

The options are as follows:

1.Salesperson Change the Salesperson (as added in the Setup  →  System parameters  →  Salesperson or Setup  →  System parameters  →  Groups (Salespersons) menus).

2.Set Reporting Group 1 Change the reporting group of a document, if Reporting Group 1 was set for Documents (as added in the Setup  →  System parameters  →  Groups (Document Groups 1) menu).

The colours of the rows (list of documents) will be changed, if set in Reporting Group 1.  

3.Set Reporting Group 2 Change the reporting group of a document, if Reporting Group 2 was set for Documents (as added in the Setup  →  System parameters  →  Groups (Document Group 2) menu).

4.Documents

a)Copy Document Create an exact copy of a selected document and add it as a new document to the list.

b)Convert Invoice to Order Create an Order from a selected Invoice. The Creditor Accounts screen will be displayed on which you need to select a creditor / supplier account. This will add it as a new document to the list of Orders. You may edit the Order and then Convert the Order to a Purchase Document.

c)Convert to Credit Note / Return Note Create an Credit Note for an Invoice. For Purchases, it will create a Supplier Return Note.

Only available for Invoices / Purchases document type. Unposted Invoices and Purchase documents may be edited changed before it is posted (updated to the ledger).

d)Convert Documents to a Single Document This will convert multiple selected Quotes or Orders to a single document.  

This option is not available for other document types (Invoices, Credit Notes, Purchases and Supplier Return documents).

e)Redo Discount on Document This will refresh the discount on a selected document.

f)Edit Account Edit an account for a selected document:

i)Debtor Accounts - Sales document (Quote, Invoice or Credit Note).

ii)Creditor Accounts - Purchase document (Order, Purchase or Supplier Return).

g)Change Account Select another account for a selected document:

i)Debtor Accounts - Sales document (Quote, Invoice or Credit Note).

ii)Creditor Accounts - Purchase document (Order, Purchase or Supplier Return).

Change Account will only be available / displayed for unposted documents.  

h)Create Purchase on Default Supplier 1 This option will only be available for Purchase documents.

This option will only be available for Orders. It will create a purchase document for the default creditor (supplier) account as set in the Edit  →  Stock Item menu.  

5.Print

a)Print Barcodes This will print only the barcodes of all stock item codes included on a selected document(s).

b)Print Labels This will only print the name (account description) of a debtor customer / client on a selected sales document. In the case of a purchase document, it will print the name (account description) of the creditor (supplier).

6.Others

a)Import This option allows you to import a exported document from a valid existing export.txf file. TurboCASH Data Exchange files are Exported (created) in the Tools  →  Export (Documents) menu.

b)Totals This will list a summary of the Exclusive, Inclusive, Open amounts and the records on an Information screen.

The results may be selected and copied to any other text editor or other external program.

c)Show Details This will display a mouse-over screen displaying the details (i.e. account description,  document number, stock description, quantity and amount (inclusive of tax) of the selected document.  

d)Open Item Link This will launch the Open Item Link screen displaying the transactions of the debtor (customer / client) or creditor (supplier) account on a selected document.

Only available for Invoices / Purchases document type.

This option is not available for other document types (Quotes, Credit Notes, Orders and Supplier Return documents).

7.Plugins Launch some actions if plugins are activated.

8.Mass Plugins Launch the mass actions (multiple actions), if plugins are activated and supported.

The Plugins will be discussed in separate documentation.  

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