Easily convert (or duplicate) any documents already captured and/or posted within the Creditors Control Document Capture tab
This allows you to greatly speed up your entire quote-to-invoice capture process, enabling you to simply capture a single document that can be quickly and easily be converted/duplicated as new documents are received from your suppliers.
To convert a document, click the Special Function button on the specific document browse window, and click Convert Documents
Using the Convert Document Feature:
Converting a Document
In the Creditors Control Module you can convert your Request for Quotes, Sales Orders, and Posted Supplier Invoices into new Sales Orders, Unposted Supplier Invoices, and Unposted Credit Notes
Start by selecting which Document Type to convert From (either Req. for Quote, Sales Order or Supplr. Invoice) - Then use the Document Lookup button to select the desired document
Choose the Document Type to convert To, and fill in the required details for the new document that will be created:
Select which document batch you want the new document to be inserted into
Select which supplier the document is related to (or keep it unchanged)
Insert the New Document Number
Insert the New Document Date
Insert the New Document Reference
Click “OK” to complete the convert document process
