Overview of documents
Introduction
In Exact Globe Next, documents can be created and attached to sales orders, purchase orders, sales invoices, and others. This screen provides an overview of documents created, where you can search for the documents too. From the overview, you can:
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zoom in to view the list of documents for the selected document type
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print the documents
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view the documents
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view and/or edit the details of the account of the selected document
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download the documents
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repair the documents
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delete the documents
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view the documents and the attaching details of the documents, or
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create a new attachment.
Menu path
CRM ➔ Entries ➔ Document
Fields
You can filter the documents that you want to display by entering your search criteria and clicking Search. The documents that match the search criteria you have defined are then displayed. A list of options appears if you click 
at the Order number, Our ref., Your ref., and other fields. From the list, make your selection and click Select.
Note: It is possible that not all the columns in the screen are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Filter
Click this to expand the search criteria. You will see the Filter section. Click this again to hide the search criteria.
Date
Type or select the date or date range in which the documents were created to search for documents with the selected date. Select the All check box to display documents that were created on any date.
Note: Typing or selecting only the start date will display documents that were created on or after the selected date. Typing or selecting only the end date will display documents that were created on and before the selected date.
Type
Select the type of documents to be displayed. Select All to display documents with any type. By default, All is selected.
Note: This field is enabled only if you have selected a document type and clicked Zoom.
Entered
Select this check box to display documents with the Entered status. By default, this check box is selected.
Allocated
Select this check box to display documents with the Allocated status. Documents that are allocated are linked to each of the respective creditor(s) or debtor(s) account. By default, this check box is selected.
Matched
Select this check box to display documents with the Matched status. Matched documents are linked to the corresponding person, logistics planning, or existing logistic transactions. By default, this check box is selected.
Input
Select this check box to display documents that can be created, modified, or deleted by a user such as sales orders, quotations, purchase invoices, and other documents. Input documents refer to documents that have been entered into the system by the user. By default, this check box is selected.
Output
Select this check box to display the output of documents. Examples of output documents are bank files, sales invoices, and purchase orders that are created in different modules in Exact Globe Next, and can only be viewed or deleted but cannot be edited. Output documents refer to documents that are generated by the system. By default, this check box is selected.
Select all
Click this to select all the documents displayed in the overview. Once this button is clicked, the Selected column in the overview will display a green check mark.
Note: This button is enabled only if a document type is selected in the overview, and Zoom is clicked.
Select
Click this to select the highlighted document in the overview. Once this button is clicked, the Selected column of the document in the overview will display a green check mark.
Note: This button is enabled only if a document type is selected in the overview, and Zoom is clicked.
Filter section
This section is available only if you have clicked 
Filter.
Order number
Type or select the order number to display documents with the selected order number.
Our ref.
Type or select your reference number to display documents with the selected reference number.
Your ref.
Type or select the reference number given by the creditor to display documents with the selected reference number.
Project number
Type or select the project number to display documents linked to the selected project.
Payment reference
Type or select the payment reference to display documents with the selected payment reference.
Serial number
Type or select the serial number to display documents with the selected serial number.
Document ID
Type the document number to display documents that match the document number.
Subject
Type the subject of the document to display documents that match the selected subject.
File type
Type the file type to display documents that match the selected file type.
Expiry date
Type or select the expiry date of the documents to display documents with the selected expiry date.
Person
Type or select the person ID to display documents owned by the selected person.
Account
Type or select the account number to display documents with the selected account.
Attachments
Select this check box to display only documents with attachments.
Modified by
Type or select the person ID to display documents modified by the selected person.
Created by
Type or select the person ID to display documents created by the selected person.
Main category
Select the main category to display documents with the selected main category. Select All to display documents with any main category. By default, All is selected.
Category
Select the category to display documents with the selected category. Select All to display documents with any category. By default, All is selected.
Security level
Type the security level to display documents that match the security level.
Buttons
Refresh
Click this to update the search results according to the defined criteria.
Zoom/Back
Click Zoom to view the list of documents based on the document type selected. Click Back to view the list of document types.
Note: The Zoom button is available only if Back is clicked, and the Back button is available only if Zoom is clicked.
Print
Click this to print the selected document.
Note: This button is enabled only if Zoom is clicked, and a document is selected (by clicking 
Select all or 
Select).
Attachment
Click this to view the details of the selected document.
Note: This button is enabled only if Zoom is clicked, and a document is selected (by clicking 
Select all or 
Select).
Account
Click this to view and/or edit the details of the account. For more information on debtor accounts, see Creating and maintaining accounts receivable. For more information on creditor accounts, see Creating and maintaining accounts payable .
Note: This button is enabled only if Zoom is clicked, and a document is selected (by clicking 
Select all or 
Select).
Download
Click this to save the selected document.
Note: This button is enabled only if Zoom is clicked, and a document is selected (by clicking 
Select all or 
Select).
Repair
Click this to correct documents with the Miscellaneous type. This function checks the documents with the Miscellaneous type to ensure that the documents are matched to sales orders, purchase orders, invoices, or financial transactions. If the documents are matched, then the document type will be modified. For example, if the document is a Miscellaneous document that is allocated to a debtor and linked to a sales invoice, then the document type will be automatically modified to Sales invoice.
Delete
Click this to delete the selected document. A message “Delete Document?” is displayed. Click Yes to delete the document, or No to exit.
Note: This button is enabled only if Zoom is clicked, and a document is selected (by clicking 
Select all or 
Select).
Open
Click this to view the attachment details of the selected document such as the account details, file name of the document, subject of the document, and other details. For more information, see Maintaining documents .
Note: This button is enabled only if Zoom is clicked, and a document is selected (by clicking 
Select all or 
Select).
New
Click this to create a new document. For more information, see Creating new documents .
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
12.282.503 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
382 |
Attachment: |
|
| Disclaimer |