Document Lists

The following Masterfiles have documents linked to them:

• AR Customers
• AR Contacts
• AP Creditors
• AP Contacts
• JC Jobs

Documents include Invoices, Credits, Quotes, Orders, and Shipments.

Document lists can be viewed on the Documents tabs: Navigator > Maintain > [Module] > [Masterfile] > Documents tab. For example, Navigator > Maintain > Accounts Receivable > Customers > Documents tab.

Document lists can also be accessed directly from Navigator > Maintain > [Module] > [Document List]. For example, Navigator > Maintain > Invoicing System > Invoice List.

From a Document List you can:

• Select one or more types of documents to view in the list.
• Specify the period for viewing historical documents.
• Add or delete documents.
• Open a document in a separate window to view details, edit, print, reprint or copy the document.
• Filter & Sort the documents on the list, for example, to search for a document by its number or unique Document ID.
• Customise the list appearance.