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Documents

The Documents tab bundles the document history of a project. Instead of searching individual areas, you see processes, partners, statuses and values ​​in the common project context.

Projects register documents

The Documents tab bundles the document history of a project. Instead of searching individual areas, you see processes, partners, statuses and values ​​in the common project context.

All documents are displayed that are listed in the Doc Details (see Document > Doc Details > Project) the called project has been assigned.

A document only appears reliably in the project if the project assignment in the document is set correctly. If there are missing entries, first check the original document.

Fields

  • Document type tree: Filters the list by document type.
  • Doc: Document number and direct reference to the process.
  • Doc type: Document type, for example offer, order, purchase order or invoice.
  • Partner number: Business partner number of the document.
  • Match code: Partner's search term; can open the associated partner.
  • Doc date: Document date of the transaction.
  • Your receipt: Customer or supplier reference number.
  • Delivery date: Planned or agreed delivery date.
  • Net: Net total of the document.
  • Status: Current processing status of the document.

Work safely

Select the relevant document type, search by document number or partner and open the original document.

Related topics

  1. For specialist users – Use individual modules safely and efficiently › Master data › Projects › Register tabs › Positions
  2. For specialist users – Use individual modules safely and efficiently › Master data › Projects › Register tabs › Attachments
  3. For specialist users – Use individual modules safely and efficiently › Master data › Projects › Register tabs › Overview

Frequently asked questions

What is the Documents Projects tab used for?

The Documents tab bundles the document history of a project. Instead of searching through individual areas, you see processes, appointments, partners, statuses and values in the common project context.

What should I check before saving or continuing to work?

A document only appears reliably in the project if the project assignment in the document is set correctly. If there are missing entries, first check the original document.