Changing what header fields get imported

Changing what header fields get imported

The accounting system has the function to select what fields get imported.

Under 
Setup -> Company Details -> Import Settings



you can select which stage you want to edit.



in the screenshot above you can see that you can choose the stage when you import a QO to invoice.

from this example you can see that the 'Reference' field in the Quotation will be copied to the 'Remark' field of the Invoice.
this means that when i use the import button on the invoice module, the QO that i select will have some fields copied to the invoice.




if i want to change this i can click on edit and select my source and target.




    • Related Articles

    • Document Import XML format

      Version: 2.0.4 Date: 2023-04-12 XML format documentation 1. Invoice The follow sections describe the format of the Sales Invoice XML file. XML Mandatory Description <?xml version="1.0" encoding="UTF-8" standalone="yes"?> Y XML Declaration. <ociac10> ...

    • Document Details Import

      Document Details Import allows you to import an Excel file as the details for a document. the custom function allows you choose an the area where the details are and provides a mapping function for the columns. 1. prepare the document header. select ...

    • Upload my customized document layout.

      Customized document layout will  come in a dot XML extension file. Step 1 Click  Maintenance -> Updates -> Document Settings Import Step 2 Select  the location where the layout is. then click on 'Get Document' a list of the customized layouts will ...

    • Document Layout display

      When the preview of the document layout looks compressed or shifted to onside or the other. this is likely due to the DPI issue. you can reference Windows DPI scaling to adjust your settings. alternative if you do not wish to adjust your scaling, you ...

    • Update Report Document Settings

      Update Standard ReportsStep 1 Click MAINTENANCE -> UPDATES -> REPORT SYSTEM IMPORT   Step 2 Click Button GET REPORT Un-tick 'Delete Existing SYSTEM Reports    Step 3 Click Button UPDATE Click on the 'OK' message box when it appears.    Document ...