Steps - Document processing

Once documents are setup and configured, the process to create documents consists basically of the following easy steps:

1.Access the document type e.g. Invoices

2.Click on the New button.

3.Select the Customer accounts / Vendor accounts.

4.The Document entry screen for the selected document type and Customer / Vendor will be displayed. All the relevant details as entered and set in the Customer / Vendor account and Messages, etc. Document Setup is displayed.

5.Select the Inventory code. The default selling price or purchase price will be displayed. Enter the quantities, if the default 1 is not applicable.

6.Click on the OK button and print the document (Invoice)

7.Post the document to the ledger.

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