X-ERP Help

Documents

Documents represent business transactions as a comprehensible chain of headers, positions, status, responsibility and subsequent processes.

Documents

Documents represent business transactions as a comprehensible chain of headers, positions, status, responsibility and subsequent processes.

Your quick start

  1. Open All docs on the desktop Home, Sales or Purchasing.
  2. Check existing records, statuses and relationships before creating or changing anything.
  3. Save consciously and control the result in the immediately following process.

Quick start

  • For faster processing, use separate desktop buttons such as Sales Docs or New offer. This will take you straight to the area you need.

That's what matters

Choose Doc category, doc type and partner carefully. After approval or posting, changes are often only possible via follow-up or correction documents.

Matching depressions

  • Register tabs
  • Sale
  • Purchasing
  • document chain

In this chapter

Related topics

  • Register tabs
  • Sale
  • Purchasing
  • document chain

Frequently asked questions

What do I use receipts for in X-ERP?

Documents represent business transactions as a comprehensible chain of headers, positions, status, responsibility and follow-up processes.

What should I particularly check?

Choose the document type and partner carefully. After approval or posting, changes are often only possible via follow-up or correction documents.