Invoicing - Document Transfer

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Invoicing > Document Transfer

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Use Transferred Document Date: the target document's date will follow the date of source document that was transferred. E.g. if Sales Order is transferred to D/O, the date of Sales Order will be used as D/O date as well.

Use Transferred D/O date: the D/O date (when transferred) will be used as Invoice date.

Transfer D/O No. to Invoice No.: the D/O document number (when transferred) will be used as Invoice document number as well.

Automatic Update Cost in Goods Received Note: when GRN is transferred to Purchase invoice, the unit price (cost) changed in Purchase Invoice will be updated to GRN automatically.

Enforce Return Item Sales Location Match In Serial No: when this is checked, the goods return is to be match with the serial number in the same location.

Payment from Cash Sale follows Cash Sale No.: Payment document number will follow Cash Sales document number if the payment is created through Cash Sale transaction screen.

Payment from Invoice follows Invoice No.: Payment document number will follow Invoice document number if the payment is created through Invoice transaction screen (Payment > New Payment).

Payment from Cash Purchase follows Cash Purchase No.: Payment document number will follow Cash Purchase document number if the payment is created through Cash Purchase transaction screen.

Payment from Purchase Invoice follows Purchase Invoice No.: Payment document number will follow Purchase Invoice document number if the payment is created through Purchase Invoice transaction screen (Payment > New Payment).

Copy Debtor Note to Sales Document Note: to copy the content of Note tab from Debtor Maintenance to Sales document (Note tab).

Copy Creditor Note to Purchase Document Note: to copy the content of Note tab from Creditor Maintenance to Purchase document (Note tab).

Copy Stock Take No. to Stock Adjustment No.: to copy the stock take number when posting to stock adjustment document number if the stock adjustment is created through Stock Take transaction.

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