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List with documents is loaded with the standard view (predefined list of columns).
However, if the user wants to change the displayed columns he can go to the settings and define different view.
List settings
List settings II
Document creation
User has possibility to execute two actions for new document creation:
Create new document
Create with reference
Creation of new document
Detailed creation of the document is described in the next chapter (document details).
Action execution
Once one or more documents are selected (by marking a line) it is possible to execute an action on them.
Example actions can be:
Cancel document
Change document
Scrap goods
Store in warehouse etc.
Actions are displayed based on the status(es) of selected document(s).
Execute actions
Export list to Excel file
It is possible to export the list of documents to Excel file.
