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

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.