# Service Description Documents

# Document overview

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:143.391px;"><colgroup><col style="width:26.2217%;"></col><col style="width:12.0381%;"></col><col style="width:61.7402%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> <td style="height:29.7969px;">Widget</td> <td style="height:29.7969px;">Widget description</td> </tr> </thead> <tbody> <tr style="height:113.594px;"> <td style="height:113.594px;">Documents</td> <td style="height:113.594px;"><div drawio-diagram="1964"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/CjlxwOwPgnBIVrMe-tnfs25zzlc8bxarv-drawing-9-1754905835.png" alt="tnFs25zZLc8bxArv-drawing-9-1754905835.png"/></div>

 </td> <td style="height:113.594px;">

1. Number of documents
 

Click:

- Opens the overview page
 

Available:

- Customer details
- Homepage dashboard
 
 </td> </tr> </tbody> </table>

### General

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="border-collapse:collapse;width:100%;height:328.766px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2214%;"></col><col style="width:63.5343%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:38.3906px;"> <td style="height:38.3906px;">[![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/0VOf1XFA9ARgnmGd-OiLimage.png)

 </td> <td style="height:38.3906px;">Orders</td> <td style="height:38.3906px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)</td> <td style="height:35.7969px;">Delivery notes</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:10px;"> <td style="height:10px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)

 </td> <td style="height:10px;">Credit notes</td> <td style="height:10px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)</td> <td style="height:35.7969px;">Invoices</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)

 </td> <td style="height:35.7969px;">Quotations</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/BfBh1oMZ4P65Jqzs-ghdv6yldau9qro3a-ti5image.png)

 </td> <td style="height:35.7969px;">Contracts</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/8ycOdrgjYaVLgSa2-onzmmy6khifxybqm-5awimage.png)

 </td> <td style="height:35.7969px;">Direct debit notes</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)

 </td> <td style="height:35.7969px;">Stocktaking notes</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS / documents</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)

 </td> <td style="height:35.7969px;">Unpaid invoices</td> <td style="height:35.7969px;">Basic configuration \\ Roles \\ &lt;Role&gt; \\ STATISTICS</td> </tr> </tbody> </table>

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Opens the document</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:297.969px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Colour code</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">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.

 </td> </tr> </tbody> </table>

##### Customer columns

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>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.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>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 &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> </tbody> </table>

### Document items

<div drawio-diagram="1967"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/1YJry8F2FZlFibSQ-rjfqsrfcgjsfgsqx-drawing-9-1754907555.png" alt="RJFqsRfCGjSFGsQx-drawing-9-1754907555.png"/></div>

1. Document number
2. Document date
 

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut-1" style="border-collapse:collapse;width:100%;height:126.781px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2214%;"></col><col style="width:63.5343%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:96.9844px;"> <td style="height:96.9844px;">  
</td> <td style="height:96.9844px;">Document additional information</td> <td style="height:96.9844px;">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.
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-2" style="border-collapse:collapse;width:100%;height:268.172px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4422%;"></col><col style="width:7.86651%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Picture</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Item</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Product</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Quantity</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Amount</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Batch</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Total</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;"> </td> </tr> </tbody> </table>

##### Summary row at the bottom edge of the grid


<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

#### 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.

</details>

# Invoice / Credit note / Direct debit

### Header data

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Items</td> <td>

1. "Document flow" (from version 20)
 
 </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:510.344px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Number</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">DESC</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Date</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Type of invoice</td> <td style="height:46.5938px;">VisibleOnlyLandscape</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type of order</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Order reason</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Amount</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Customer document number</td> <td style="height:46.5938px;">VisibleOnlyLandscape</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">Yes</td> <td style="height:46.5938px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Posting date</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Fixed value date</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Client</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Document.Invoice.Attribute1  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Document.Invoice.Attribute2  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Document.Invoice.Attribute3  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Document.Invoice.Attribute4  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Document.Invoice.Attribute5  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 18  
</td> </tr> </tbody> </table>

### Items

<div id="bkmrk-kopf">Head</div>

- Document number Type of invoice
- Document date
- Type of order
- Order reason
- Customer document number
 

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="border-collapse:collapse;width:100%;height:107.391px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2277%;"></col><col style="width:63.528%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:33.7969px;">Document additional information</td> <td style="height:33.7969px;">Displays individually defined fields for the document header</td> </tr> <tr style="height:10px;"> <td style="height:10px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="height:10px;">Customer</td> <td style="height:10px;">Only displayed when accessed via the summary from the dashboard</td> </tr> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="height:33.7969px;">Document flow</td> <td style="height:33.7969px;">from version 20</td> </tr> </tbody> </table>

#### Grid

<table id="bkmrk-click-swipe-ansichte-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Item details</td> <td> </td> <td>

1. Table
 
 </td> </tr> <tr> <td>Footer</td> <td>  
</td> <td>Total (Amount)  
</td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;height:297.969px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Picture</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Item</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">ASC</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Product</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Quantity</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Amount</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Batch</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr> <td>Total</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>must be displayed if the footer is to show the document total</td> </tr> <tr> <td>Discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>from Release 20

Pure display, no calculating function.

 </td> </tr> </tbody> </table>

### Item details

<div id="bkmrk-zeigt-alle-daten-der">Displays all data of the item</div>#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<div id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut-1"><table style="border-collapse:collapse;width:100%;height:111.766px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2277%;"></col><col style="width:63.528%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:33.7969px;">Document additional information</td> <td style="height:33.7969px;">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.
 
 </td> </tr> <tr style="height:14.375px;"> <td style="height:14.375px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="height:14.375px;">To product</td> <td style="height:14.375px;"> </td> </tr> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="height:33.7969px;">Document flow</td> <td style="height:33.7969px;">from version 20</td> </tr> </tbody> </table>

   
</div><details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

##### 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](https://wiki.dedesales.de/link/403#bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut-1).

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>

# Order / Contract

### Header data

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="width:103.81%;"><colgroup><col style="width:17.8022%;"></col><col style="width:54.9451%;"></col><col style="width:27.2527%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Items</td> <td>

1. "Document flow" (from version 20)
 
 </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="width:116.667%;height:540.141px;"><colgroup><col style="width:28.164%;"></col><col style="width:26.9162%;"></col><col style="width:15.1515%;"></col><col style="width:11.5865%;"></col><col style="width:18.1818%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr> <td>Status</td> <td>  
</td> <td>  
</td> <td>  
</td> <td>Red: if the status is "Cancelled".

Green: if the status is "Completed".

Orange: if the status is "In progress"

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Number</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">DESC</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Date</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Req. delivery date

 </td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type of order</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Order reason</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:63.3906px;"> <td style="height:63.3906px;">Status</td> <td style="height:63.3906px;">VisibleOnlyLandscape</td> <td style="height:63.3906px;">  
</td> <td style="height:63.3906px;">  
</td> <td style="height:63.3906px;">Open

In progress

Completed

Cancelled

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Amount</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Customer document number</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Client</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Beleg.Auftrag.Attribut1  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Beleg.Auftrag.Attribut2  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Beleg.Auftrag.Attribut3  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Beleg.Auftrag.Attribut4  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Beleg.Auftrag.Attribut5  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">From version 16  
</td> </tr> </tbody> </table>

### Items

<div id="bkmrk-kopf">Head</div>

- Document number
- Document date
- Type of order
- Order reason
- Customer document number
- Req. delivery date
 

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="width:104.524%;"><colgroup><col style="width:5.58659%;"></col><col style="width:24.7207%;"></col><col style="width:69.6927%;"></col></colgroup> <thead> <tr> <td>Type</td> <td>Menu item</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td>Document additional information</td> <td>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.
 
 </td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>Customer</td> <td>Only displayed when accessed via the Summary from the Dashboard</td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>Document flow</td> <td>from version 20</td> </tr> </tbody> </table>

#### Grid

<table id="bkmrk-click-swipe-ansichte-1" style="width:102.143%;"><colgroup><col style="width:18.022%;"></col><col style="width:39.4273%;"></col><col style="width:42.6698%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Item details</td> <td> </td> <td>

1. Table
 
 </td> </tr> <tr> <td>Footer</td> <td>  
</td> <td>Total (Amount)  
</td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-1" style="width:100%;height:391.157px;"><colgroup><col style="width:15.3754%;"></col><col style="width:19.7855%;"></col><col style="width:8.58164%;"></col><col style="width:20.8348%;"></col><col style="width:35.4227%;"></col></colgroup> <thead> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Name</td> <td style="height:46.5938px;">Visible</td> <td style="height:46.5938px;">Sort</td> <td style="height:46.5938px;">Full Text</td> <td style="height:46.5938px;">Explanation</td> </tr> </thead> <tbody> <tr> <td>Status</td> <td>  
</td> <td>  
</td> <td>  
</td> <td>Red: if a cancellation reason exists

Yellow: if the Delivered Quantity &lt; the Item Quantity

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Picture</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Item</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">ASC</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Product</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Quantity</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Delivered</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">In progress  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Amount</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Cancelled</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr> <td>Cancellation Reason</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Batch</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Total</td> <td style="height:46.5938px;">Hidden</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">must be displayed if the footer should show the document total</td> </tr> <tr> <td>Discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>from Release 20

Display only, no calculating function.

 </td> </tr> </tbody> </table>

### Item details

<div id="bkmrk-zeigt-alle-daten-der">Displays all data of the item</div>#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<div id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut-1"><table style="width:101.19%;"> <thead> <tr> <td>Type</td> <td>Menu item</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td>Document additional information</td> <td>Displays individually defined fields for the Document Header</td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>For product</td> <td> </td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>Document flow</td> <td>from version 20</td> </tr> </tbody> </table>

 </div><details id="bkmrk-faq-warum-sind-die-b"> <summary>FAQ</summary>

##### 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](https://wiki.dedesales.de/link/404#bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut).

</details>

# Quotation

### Header data

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="width:110.238%;"><colgroup><col style="width:17.8022%;"></col><col style="width:54.9451%;"></col><col style="width:27.2527%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Items</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="width:116.31%;"><colgroup><col style="width:27.9445%;"></col><col style="width:26.5385%;"></col><col style="width:14.9389%;"></col><col style="width:11.4239%;"></col><col style="width:19.1569%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full Text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Number</td> <td>Visible</td> <td>DESC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Date</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type of quotation

 </td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>  
</td> <td>Open

In progress

Completed

 </td> </tr> <tr> <td>Amount</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer document number</td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 16  
</td> </tr> <tr> <td>Document.Quotation.Attribute1  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 16  
</td> </tr> <tr> <td>Document.Quotation.Attribute2  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document.Quotation.Attribute3  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document.Quotation.Attribute4  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document.Quotation.Attribute5  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> </tbody> </table>

### Items

<div id="bkmrk-kopf">Head</div>

- Document number
- Document date
- Type of order
- Order reason
 

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="width:114.524%;"><colgroup><col style="width:5.58659%;"></col><col style="width:24.7207%;"></col><col style="width:69.6927%;"></col></colgroup> <thead> <tr> <td>Type</td> <td>Menu item</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td>Document additional information</td> <td>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.
 
 </td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>Customer</td> <td>Only displayed when accessed via the Summary from the dashboard</td> </tr> </tbody> </table>

#### Grid

<table id="bkmrk-click-swipe-ansichte-1" style="width:115%;"><colgroup><col style="width:38.6207%;"></col><col style="width:18.9655%;"></col><col style="width:42.7586%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Item details</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-1" style="width:112.738%;"><colgroup><col style="width:20%;"></col><col style="width:30.8163%;"></col><col style="width:17.3469%;"></col><col style="width:13.2653%;"></col><col style="width:18.5714%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full Text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Picture</td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Item</td> <td>VisibleOnlyLandscape</td> <td>ASC</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Product</td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Quantity</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Amount</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>from Release 20

Pure display, no calculating function.

 </td> </tr> </tbody> </table>

### Item details

<div id="bkmrk-zeigt-alle-daten-der">Displays all data of the item</div>#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<div id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut-1"><table style="width:113.214%;"> <thead> <tr> <td style="width:9.77354%;">Type</td> <td style="width:30.0677%;">Menu item</td> <td style="width:60.1588%;">Explanation</td> </tr> </thead> <tbody> <tr> <td style="width:9.77354%;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="width:30.0677%;">Document additional information</td> <td style="width:60.1588%;">Shows individually defined fields for the Document Header</td> </tr> <tr> <td style="width:9.77354%;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="width:30.0677%;">For the product</td> <td style="width:60.1588%;"> </td> </tr> </tbody> </table>

 </div><details id="bkmrk-faq-warum-sind-die-b"> <summary>FAQ</summary>

##### 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](https://wiki.dedesales.de/link/405#bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut).

</details>

# Delivery Note

### Header data

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="width:112.024%;"><colgroup><col style="width:31.1538%;"></col><col style="width:21.1538%;"></col><col style="width:47.6923%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Items</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="width:111.905%;"><colgroup><col style="width:28.8439%;"></col><col style="width:20.0238%;"></col><col style="width:11.2038%;"></col><col style="width:9.42988%;"></col><col style="width:30.6178%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full Text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Number</td> <td>Visible</td> <td>DESC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Date</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type of delivery

 </td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type of order</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td> </td> </tr> <tr> <td>Order reason</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td> </td> </tr> <tr> <td>Status</td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>  
</td> <td>Open

In progress (Orange)

Completed (green)

 </td> </tr> <tr> <td>Customer document number</td> <td>VisibleOnlyLandscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 16  
</td> </tr> <tr> <td>Document Header.Delivery Note.Attribute1  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document Header.Delivery Note.Attribute2  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document Header.Delivery Note.Attribute3  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document Header.Delivery Note.Attribute4  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> <tr> <td>Document Header.Delivery Note.Attribute5  
</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>From version 18  
</td> </tr> </tbody> </table>

### Items

<div id="bkmrk-kopf">Head</div>

- Document number
- Document date
- Type of order
- Order reason
 

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut"><colgroup><col></col><col></col><col></col></colgroup> <thead> <tr> <td>Type</td> <td>Menu item</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td>Document additional information</td> <td>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.
 
 </td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>Customer</td> <td>Only displayed when accessed via the Summary from the dashboard</td> </tr> <tr> <td>![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td>Document flow</td> <td>from version 20</td> </tr> </tbody> </table>

#### Grid

<table id="bkmrk-click-swipe-ansichte-1" style="width:94.7619%;"><colgroup><col style="width:38.6207%;"></col><col style="width:18.9655%;"></col><col style="width:42.7586%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Item details</td> <td> </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-1" style="width:96.5476%;height:208.578px;"><colgroup><col style="width:20%;"></col><col style="width:30.8163%;"></col><col style="width:17.3469%;"></col><col style="width:13.2653%;"></col><col style="width:18.5714%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Picture</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Item</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">ASC</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Product</td> <td style="height:29.7969px;">VisibleOnlyLandscape</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Quantity</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>

### Item details

<div id="bkmrk-zeigt-alle-daten-der">Displays all data of the item</div>#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<div id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut-1"><table style="width:109.167%;"> <thead> <tr> <td style="width:19.1895%;">Type</td> <td style="width:34.5803%;">Menu item</td> <td style="width:46.2302%;">Explanation</td> </tr> </thead> <tbody> <tr> <td style="width:19.1895%;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="width:34.5803%;">Document additional information</td> <td style="width:46.2302%;">Shows individually defined fields for the document header</td> </tr> <tr> <td style="width:19.1895%;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="width:34.5803%;">For the product</td> <td style="width:46.2302%;">  
</td> </tr> <tr> <td style="width:19.1895%;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="width:34.5803%;">Document flow</td> <td style="width:46.2302%;">from version 20</td> </tr> </tbody> </table>

 </div><details id="bkmrk-faq-warum-sind-die-b"> <summary>FAQ</summary>

##### 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](https://wiki.dedesales.de/link/406#bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut).

</details>