The "Documents" context menu option on the "Document list" screen changes for the document type selected. 

Depending on whether a posted document; or an unposted document is selected; some context menu options may not be available, or additional specific context menu options may be added. 

Some examples are:

Change account - is not available for posted documents. 

Adjustment - is not available for unposted documents.

Sales documents

Invoices - Documents context menu

The options is as follows:

1.Copy document - Create an exact copy of a selected document and add it as a new document to the list for the same document type.

2.Create purchase on default supplier 1 – This option allows you to create an order for a default preferred supplier 1 (as selected for a specific stock item (Stock items on the Action ribbon)).

3.Convert invoice to order - Create an Order from a selected Invoice or Quote. The  "Creditor accounts" screen will be displayed on which you need to select a creditor (supplier / vendor) account. This will add the converted Invoice or Quote as a new document to the list of Orders. You may edit the Order and then confirm (convert) the Order to a Purchase document.

4.Convert to credit note/supplier return - Convert selected Invoice(s) to Credit note(s). 

5.Redo discount on document - This will refresh the discount on a selected document.

6.Change account - Select another debtor (customer / client) account for a selected unposted Invoice. 

7.Edit account - Edit the debtor (customer / client) account for a selected document.

8.Create backorders to deliver - If an outstanding backorder exists for a debtor (customer / supplier account), you may use this option to create a new Invoice for the outstanding backorders to deliver. 

9.Copy to - In addition to the Documents → Copy document option on the context menu of the "Document list" screen, to create exact copies of the selected document(s) of a specific document type, you may also copy any of the documents to another document type.  

10.Adjustment - This option is only available for posted documents. You may edit specific fields, such as the reference in the "Your reference" field, "Postal address", Contactperson, "Delivery address" and "Messages" in the Document header. The "Tax reference" field may also be edited. 

11.Create account from document details - This documents context menu allows you to create a new debtor (customer / client) account for unposted Invoices, using the document details. 

Credit notes - Documents context menu

The options is as follows:

1.Copy document - Create an exact copy of a selected document and add it as a new document to the list for the same document type.

2.Change account - Select another debtor (customer / client) account for a selected unposted Credit note. 

3.Edit account - Edit the debtor (customer / client) account for a selected document.

4.Copy to - In addition to the Documents → Copy document option on the context menu of the "Document list" screen, to create exact copies of the selected document(s) of a specific document type, you may also copy any of the documents to another document type.  

5.Adjustment - This option is only available for posted documents. You may edit specific fields, such as the reference in the "Your reference" field, "Postal address", Contactperson, "Delivery address" and "Messages" in the Document header. The "Tax reference" field may also be edited. 

6.Create account from document details - This documents context menu allows you to create a new debtor (customer / client) account for unposted Credit notes, using the document details.

Quotes - Documents context menu

The options is as follows:

1.Copy document - Create an exact copy of a selected document and add it as a new document to the list for the same document type.

2.Confirm quotes and orders -  Once the debtor (customer / client) accepts the Quote, it can then be confirmed and converted to an Invoice. Once a Quote is confirmed and converted to an Invoice, you may need to edit the Invoice, before you update (post) the Invoice to the ledger.

3.Create purchase on default supplier 1 - This option allows you to create an order for a default supplier 1 (as selected for a specific stock item (Stock items on the Action ribbon)).

4.Convert invoice to order - Create an Order from a selected Invoice or Quote. The "Creditor accounts" screen will be displayed on which you need to select a creditor (supplier / vendor) account. This will add the converted Invoice or Quote as a new document to the list of Orders. You may edit the Order and then confirm (convert) the Order to a Purchase document.

5.Convert documents to single document - This will convert selected unposted Quotes to a single document.  

6.Change account - Select another debtor (customer / client) account for a selected unconfirmed Quote. 

7.Edit account - Edit the debtor (customer / client) account for a selected document.

8.Create backorders to deliver - If an outstanding backorder exists for a debtor (customer / supplier account), you may use this option to create a new Invoice for the outstanding backorders to deliver. 

9.Copy to - In addition to the Documents → Copy document option on the context menu of the "Document list" screen, to create exact copies of the selected document(s) of a specific document type, you may also copy any of the documents to another document type.  

10.Create account from document details - This documents context menu allows you to create a new debtor (customer / client) account for unconfirmed Quotes, using the document details.

Purchase documents

Purchases - Documents context menu

The options is as follows:

1.Copy document - Create an exact copy of a selected document and add it as a new document to the list for the same document type.

2.Convert documents to single document - This will convert selected unposted Purchase documents to a single document.  

3.Convert to credit note/supplier return - Convert selected Purchase(s) to Supplier return(s).

4.Change account - Select another creditor (supplier / vendor) account for a selected unposted Purchase. 

5.Edit account - Edit the creditor (supplier / vendor) account for a selected document.

6.Copy to - In addition to the Documents → Copy document option on the context menu of the "Document list" screen, to create exact copies of the selected document(s) of a specific document type, you may also copy any of the documents to another document type.   

7.Adjustment - This option is only available for posted documents. You may edit specific fields, such as the reference in the "Your reference" field, "Postal address", Contactperson, "Delivery address" and "Messages" in the Document header. The "Tax reference" field may also be edited. 

8.Create account from document details - This documents context menu allows you to create a new creditor (supplier / vendor)  account for unposted Purchases, using the document details.

Supplier returns - Documents context menu

The options is as follows:

1.Copy document - Create an exact copy of a selected document and add it as a new document to the list for the same document type.

2.Convert documents to single document - This will convert selected unposted Supplier return documents to a single document.  

3.Change account - Select another creditor (supplier / vendor) account for a selected unposted Supplier return. 

4.Edit account - Edit the creditor (supplier / vendor) account for a selected document.

5.Copy to - In addition to the Documents → Copy document option on the context menu of the "Document list" screen, to create exact copies of the selected document(s) of a specific document type, you may also copy any of the documents to another document type.   

6.Adjustment - This option is only available for posted documents. You may edit specific fields, such as the reference in the "Your reference" field, "Postal address", Contactperson, "Delivery address" and "Messages" in the Document header. The "Tax reference" field may also be edited. 

7.Create account from document details - This documents context menu allows you to create a newcreditor (supplier / vendor)  account for unposted Supplier returns, using the document details. 

Orders - Documents context menu

The options is as follows:

1.Copy document - Create an exact copy of a selected document and add it as a new document to the list for the same document type.

2.Confirm quotes and orders -  Once the creditor (supplier / vendor) delivers the Order, it can then be confirmed and converted to a Purchase. Once a Order is confirmed and converted to a Purchase document, you may need to edit the Purchase, before you update (post) the Purchase to the ledger.

3.Convert documents to single document - This will convert selected Orders to a single document.  

4.Change account - Select another creditor (supplier / vendor) account for a selected unconfirmed Order. 

5.Edit account - Edit the creditor (supplier / vendor) account for a selected document.

6.Create purchase on default supplier 1 – This option allows you to create an order for a default preferred supplier 1 (as selected for a specific stock item (Stock items on the Action ribbon)).

7.Copy to - In addition to the Documents → Copy document option on the context menu of the "Document list" screen, to create exact copies of the selected document(s) of a specific document type, you may also copy any of the documents to another document type.  

8.Create account from document details - This documents context menu allows you to create a new creditor (supplier / vendor) account for unconfirmed Orders, using the document details.