Service Description Documents

Document overview

Title Widget Widget description
Documents
tnFs25zZLc8bxArv-drawing-9-1754905835.png
  1. Number of documents

Click: 

  • Opens the overview page

Available:

  • Customer details
  • Homepage dashboard

General

Kebab menu (image.png)

Type Menu item Explanation

Only one active entry is possible.

 Orders Basic configuration \ Roles \ <Role> \ STATISTICS / documents
Only one active entry is possible. Delivery notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Credit notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents
Only one active entry is possible. Invoices Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Quotations Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Contracts Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Direct debit notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Stocktaking notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Unpaid invoices Basic configuration \ Roles \ <Role> \ STATISTICS


Grid

Click Swipe Views
Opens the document  
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Colour code


Blue: Prospect / Transfer customer
Red: Delivery block
Not assigned: orange

Blue is before "Not assigned" and before Delivery block.
That means a not assigned prospect with delivery block is shown in blue.
A "Not assigned" customer with delivery block is shown in orange.
Customer columns
Name Visible Sort Full text Explanation
Colour code Forced

Purple: Key account

Blue: Prospect, transfer customer, new customer

Red: Delivery block

Orange: Not assigned

 

Purple has the highest priority
Blue is before "Not assigned" and before delivery block.
That means a not assigned prospect with delivery block is shown in blue.
A "Not assigned" customer with delivery block is shown in orange.
Name 1 Visible ASC Yes
Name 2 Hidden
Yes
Name 3 Hidden
Yes
Customer Landscape
Yes
Street Landscape
Yes
Postcode Landscape
Yes
City Visible
Yes
ABC Status Hidden


Country Hidden


Telephone number Hidden


Fax number Hidden


E-Mail Hidden
Yes
Sales office Hidden


Group of sales agents Hidden


Price list Hidden


Last visit Hidden

Automatically determined.
Visiting frequency Hidden


Due date Hidden

The text for this column is determined as follows:
No invoice discount: no visiting frequency present in the customer master data
No visit: no last visit present
Not due: Last visit + visiting frequency > current calendar week
Now: Last visit + visiting frequency == current calendar week
Overdue (1): Last visit + visiting frequency < current calendar week
Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week
Visit duration Hidden


Tour Hidden


Start week Hidden


Client Hidden


Attribute1-16 Hidden


Type (customer) Hidden


Currency Hidden


Area Hidden


Customer since Hidden


State Hidden


Main contact Hidden


Delivery block Hidden


Incoterms Hidden


Incoterms 2 Hidden


Terms of payment Hidden


Terms of delivery Hidden


Customer group Hidden


Account group Hidden


Homepage Hidden


Listing Hidden


Send invoice separately Hidden


Delivery note without price Hidden


ILN Hidden


Invoice discount Hidden


Form of payment Hidden


Customer category Hidden


Price group code Hidden


Association Hidden


Advertising material Hidden


Tax Ident Number Hidden


VAT ID Hidden


Status Hidden


Order block Hidden


Assigned Hidden


Abbreviation Hidden
Yes

Document items

RJFqsRfCGjSFGsQx-drawing-9-1754907555.png
  1. Document number
  2. Document date

Kebab menu (image.png)

Type Menu item Explanation

Document additional information

Is displayed if data is available. 

  • The keys for which document additional information should be displayed can be maintained via Basic configuration \ Code table \ Document additional information.
  • If the document additional information relates to the individual product lines, the product must be selected beforehand. 
Column definition
Name Visible Sort Full Text Explanation
Picture VisibleOnlyLandscape

 
Item VisibleOnlyLandscape


Product VisibleOnlyLandscape


Name Visible


Quantity Visible


Amount Visible


Batch Hidden


Total Visible


Summary row at the bottom edge of the grid

FAQ

 

Release

From version 16

The last selection of the document type is saved and reused on the next call, unless an explicit document type is specified by the call.

Invoice / Credit note / Direct debit

Header data

Grid

Click Swipe Views
Items
  1. "Document flow" (from version 20)
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Number Visible DESC Yes
Date Visible


Type of invoice VisibleOnlyLandscape


Type of order Hidden

From version 18
Order reason Hidden

From version 18
Amount Visible


Customer document number VisibleOnlyLandscape
Yes
Posting date Hidden


Fixed value date Hidden


Client Hidden

From version 16
Document.Invoice.Attribute1
 Hidden

From version 18
Document.Invoice.Attribute2
 Hidden

From version 18
Document.Invoice.Attribute3
 Hidden

From version 18
Document.Invoice.Attribute4
 Hidden

From version 18
Document.Invoice.Attribute5
 Hidden

From version 18

Items

Head

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information Displays individually defined fields for the document header

Can be activated and deactivated.

 Customer Only displayed when accessed via the summary from the dashboard

Can be activated and deactivated.

 Document flow from version 20

Grid

Click Swipe Views
Item details  
  1. Table
Footer
Total (Amount)
Column definition
Name Visible Sort Full Text Explanation
Picture VisibleOnlyLandscape


Item VisibleOnlyLandscape ASC

Product VisibleOnlyLandscape
Yes
Name Visible
Yes
Quantity Visible


Amount Visible


Batch Hidden


Total Hidden

must be displayed if the footer is to show the document total
Discount Hidden

from Release 20

Pure display, no calculating function.

Item details

Displays all data of the item

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information

Displays individually defined fields for the document header

  • The keys for which document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information.
  • If the document additional information relates to individual product lines, the product must be selected beforehand. 

Can be activated and deactivated.

 To product  

Can be activated and deactivated.

 Document flow from version 20

FAQ
Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be because no code table entry has been created. Please contact your backend administrator and ask them to create the appropriate code tables.

Release

 

Order / Contract

Header data

Grid

Click Swipe Views
Items
  1. "Document flow" (from version 20)
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Status


Red: if the status is "Cancelled".

Green: if the status is "Completed".

Orange: if the status is "In progress"
Number Visible DESC Yes
Date Visible


Req. delivery date

 Visible


Type of order VisibleOnlyLandscape
Yes
Order reason Hidden


Status VisibleOnlyLandscape

Open

In progress

Completed

Cancelled
Amount Visible


Customer document number VisibleOnlyLandscape
Yes
Client Hidden

From version 16
Beleg.Auftrag.Attribut1
 Hidden

From version 16
Beleg.Auftrag.Attribut2
 Hidden

From version 16
Beleg.Auftrag.Attribut3
 Hidden

From version 16
Beleg.Auftrag.Attribut4
 Hidden

From version 16
Beleg.Auftrag.Attribut5
 Hidden

From version 16

Items

Head

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information

Displays individually defined fields for the Document Header

  • The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information.
  • If the document additional information relates to individual product lines, the product must be selected first. 

Can be activated and deactivated.

 Customer Only displayed when accessed via the Summary from the Dashboard

Can be activated and deactivated.

 Document flow from version 20

Grid

Click Swipe Views
Item details  
  1. Table
Footer
Total (Amount)
Column definition
Name Visible Sort Full Text Explanation
Status


Red: if a cancellation reason exists

Yellow: if the Delivered Quantity < the Item Quantity
Picture VisibleOnlyLandscape


Item VisibleOnlyLandscape ASC

Product VisibleOnlyLandscape
Yes
Name Visible
Yes
Quantity Visible


Delivered Hidden


In progress
 Hidden


Amount Visible


Cancelled Hidden


Cancellation Reason Hidden


Batch Hidden


Total Hidden

must be displayed if the footer should show the document total
Discount Hidden

from Release 20

Display only, no calculating function.

Item details

Displays all data of the item

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information Displays individually defined fields for the Document Header

Can be activated and deactivated.

 For product  

Can be activated and deactivated.

 Document flow from version 20

FAQ
Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be that no code table entry has been created. Please contact your backend admin and ask them to create the corresponding code tables.

Quotation

Header data

Grid

Click Swipe Views
Items


  1. Table
Column definition
Name Visible Sort Full Text Explanation
Number Visible DESC Yes
Date Visible


Type of quotation

 VisibleOnlyLandscape


Status VisibleOnlyLandscape

Open

In progress

Completed
Amount Visible


Customer document number VisibleOnlyLandscape
Yes
Client Hidden

From version 16
Document.Quotation.Attribute1
 Hidden

From version 16
Document.Quotation.Attribute2
 Hidden

From version 18
Document.Quotation.Attribute3
 Hidden

From version 18
Document.Quotation.Attribute4
 Hidden

From version 18
Document.Quotation.Attribute5
 Hidden

From version 18

Items

Head

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information

Shows individually defined fields for the Document Header

  • The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information.
  • If the document additional information relates to the individual product lines, the product must be selected beforehand. 

Can be activated and deactivated.

 Customer Only displayed when accessed via the Summary from the dashboard

Grid

Click Swipe Views
Item details  
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Picture VisibleOnlyLandscape


Item VisibleOnlyLandscape ASC

Product VisibleOnlyLandscape
Yes
Name Visible
Yes
Quantity Visible


Amount Visible


Discount Hidden

from Release 20

Pure display, no calculating function.

Item details

Displays all data of the item

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information Shows individually defined fields for the Document Header

Can be activated and deactivated.

 For the product  

FAQ
Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be because no code table entry has been created. Please contact your backend administrator and ask them to create the appropriate code tables.

Delivery Note

Header data

Grid

Click Swipe Views
Items


  1. Table
Column definition
Name Visible Sort Full Text Explanation
Number Visible DESC Yes
Date Visible


Type of delivery

 VisibleOnlyLandscape


Type of order Hidden


Order reason Hidden


Status VisibleOnlyLandscape

Open

In progress (Orange)

Completed (green)
Customer document number VisibleOnlyLandscape
Yes
Client Hidden

From version 16
Document Header.Delivery Note.Attribute1
 Hidden

From version 18
Document Header.Delivery Note.Attribute2
 Hidden

From version 18
Document Header.Delivery Note.Attribute3
 Hidden

From version 18
Document Header.Delivery Note.Attribute4
 Hidden

From version 18
Document Header.Delivery Note.Attribute5
 Hidden

From version 18

Items

Head

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information

Shows individually defined fields for the document header

  • The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information.
  • If the document additional information relates to the individual product lines, the product must be selected beforehand. 

Can be activated and deactivated.

 Customer Only displayed when accessed via the Summary from the dashboard

Can be activated and deactivated.

 Document flow from version 20

Grid

Click Swipe Views
Item details  
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Picture VisibleOnlyLandscape


Item VisibleOnlyLandscape ASC

Product VisibleOnlyLandscape
Yes
Name Visible
Yes
Quantity Visible


Item details

Displays all data of the item

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Document additional information Shows individually defined fields for the document header

Can be activated and deactivated.

 For the product

Can be activated and deactivated.

 Document flow from version 20

 

FAQ
Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be that no code table entry has been created. Please contact your backend admin and ask them to create the appropriate code tables.