Options tab
Extent
- Default sort sequence This is the default choice, and sorts the lines
according to the sort sequence number.
Approval dialog box
You use the Approval dialog box to choose which order documents are to be approved and
for any after processing of invoices and credit notes.
Merk: You should not approve order documents before you have checked that printing was
problem-free If there is an interruption, for example a power failure, during approval
of a printout, you must restore the backup copy and repeat the printout. This is
particularly important if you are processing several orders simultaneously. If you do
not want to approve all order documents which were printed, enter the order document
numbers for the order documents you want to omit from approval in the Approval dialog
box.
Except
- Document number You can exclude individual documents from approval by
completing the “Document number” field with the numbers of the documents to be
excluded. Instead of typing the document number, you can enter a # character
followed by the order/purchase order number. Click on Next to transfer the value in
the Document number field to the list of excepted documents so that you can except
several documents. If you want to remove a document from this list, highlight the
document and click on Delete. As you add and delete documents to and from the list
of excepted documents, the status bar displays the remaining quantity and amount. An
amount is not shown if you approve pick lists, packing slips or consignment
notes.
Merk: If a printout is not approved, Visma
Business does not reset the document number in the “Voucher series” table if others have used
the series in the meantime. If you do not approve some of the documents there will be
gaps in the document counter.