Order / Contract

Header data
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Items 
 
 
"Document flow" (from version 20)   
 
 
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 (
)
 
 
 
Type 
Menu item 
Explanation   
 
 
 
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.     
 
 
  
Customer 
Only displayed when accessed via the Summary from the Dashboard  
 
 
  
Document flow 
from version 20   
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Item details 
  
 
 
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 (
)
 
 
 
 
Type 
Menu item 
Explanation   
 
 
 
Document additional information 
Displays individually defined fields for the Document Header  
 
 
  
For product 
   
 
 
  
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.