|
Appendix I |
Scroll |
Document |
Therefore Category |
Mapping Examples |
Related Documents & Versions |
Outgoing Doc. Support? |
Method for saving to Thereforeā¢ |
||
|---|---|---|---|---|---|---|---|
Type |
Ver. |
Descript. |
|||||
Bank Account |
1 |
|
Bank Account Card |
|
|
No |
|
Contact |
1 |
|
Contact Card |
ContNo = No. ContName = Name CoNum = Company No. CoName = Company name |
|
No |
|
Customer |
1 |
|
Customer Card |
|
|
No |
|
Item |
1 |
|
Item Card |
|
|
No |
|
Purchase Credit |
1 |
|
Posted Purchase Invoice |
|
Purchase Credit (version 1) Purchase Order (version 6) Purchase Return (version 1) Item Ledg (version 1) Vendor (version 1) |
Yes |
|
Purchase Invoice |
1 |
|
Posted Purchase Invoice |
|
Purchase Invoice (version 1) Purchase Order (version 5) Purchase Order (version 2) Purchase Order (version 3) Purchase Receipt (version 1) Item Ledg (version 1) Vendor (version 1) |
Yes |
|
Purchase Order |
1 |
UnPosted - Quote |
Purchase Quotes |
QuoteNo = No. PostDate = Document Date VendNo = Buy-from Vendor No. VendName = Buy-from Vendor Name |
|
Yes |
|
Purchase Order |
2 |
UnPosted - Order |
Purchase Order |
OrderNo = No. PostDate = Order Date VendNo = Buy-from Vendor No. VendName = Buy-from Vendor Name |
Purchase Order (version 2) Purchase Order (version 5) Purchase Order (version 1) Purchase Receipt (version 1) Item Ledg (version 1) Purchase Invoice (version 1) Vendor (version 1) |
Yes |
Print: for Purchase Order Post and Print: for Purchase Receipts and Invoices |
Purchase Order |
3 |
UnPosted - Invoice |
Purchase Invoices |
|
|
Yes |
Post and Print: for Invoice and, if configured Receipt |
Purchase Order |
4 |
UnPosted - Credit Memo |
Purchase Invoices |
|
|
Yes |
Post and Print: for Invoice and, if configured Receipt |
Purchase Order |
5 |
UnPosted - Blanket Order |
Purchase Order |
OrderNo = No. PostDate = Order Date VendNo = Buy-from Vendor No. VendName = Buy-from Vendor Name |
Purchase Order (version 5) Purchase Order (version 2) Purchase Invoice (version 1) Vendor (version 1) Purchase Receipt (version 1) Item Ledg (version 1) |
Yes |
|
Purchase Order |
6 |
UnPosted - Return Order |
Purchase Order |
OrderNo = No. PostDate = Order Date VendNo = Buy-from Vendor No. VendName = Buy-from Vendor Name |
Purchase Order (version 6) Purchase Credit (version 1) Vendor (version 1) Purchase Return (version 1) |
Yes |
Print: for Return Order Post and Print: for the Order |
Purchase Receipt |
1 |
|
Purchase Receipts |
|
Purchase Receipt (version 1) Purchase Order (version 5) Purchase Order (version 1) Purchase Order (version 2) Purchase Invoice (version 1) Vendor (version 1) Item Ledg (version 1) |
Yes |
|
Purchase Return |
1 |
|
Purchase Receipts |
|
Purchase Return (version 1) Purchase Order (version 6) Purchase Order (version 4) Vendor (version 1) Item Ledg (version 1) |
Yes |
|
Sales Credit |
1 |
|
Posted Sales Invoices |
|
Sales Credit (version 1) Sales Order (version 6) Sales Order (version 4) Sales Return (version 1) Customer (version 1) Item Ledg (version 1) |
Yes |
|
Sales Invoice |
1 |
|
Posted Sales Invoices |
|
Sales Invoice (version 1) Customer (version 1) Sales Order (version 5) Sales Order (version 1) Sales Order (version 2) Sales Order (version 3) Sales Shipment (version 1) Item Ledg (version 1) |
Yes |
|
Sales Order |
1 |
UnPosted - Quote |
Sales Quotes |
QuoteNo = No. PostDate = Document Date CustNo = Bill-to Customer No. CustName = Bill-to Name |
|
Yes |
|
Sales Order |
2 |
UnPosted - Order |
Sales Orders |
QuoteNo = No. PostDate = Order Date CustNo = Bill-to Customer No. CustName = Bill-to Name |
Sales Order (version 2) Sales Order (version 5) Sales Order (version 1) Sales Invoice (version 1) Customer (version 1) Item Ledg (version 1) Sales Shipment (version 1) |
Yes |
Print: for Order Conformation and/or Work Order Post and Print: for the Shipment and Invoice |
Sales Order |
3 |
UnPosted - Invoice |
Sales Invoices |
|
|
Yes |
Post and Print |
Sales Order |
4 |
UnPosted - Credit Memo |
Sales Invoices |
|
|
Yes |
Post and Print |
Sales Order |
5 |
UnPosted - Blanket Order |
Sales Orders |
QuoteNo = No. PostDate = Order Date CustNo = Bill-to Customer No. CustName = Bill-to Name |
Sales Order (version 5) Sales Order (version 2) Sales Invoice (version 1) Customer (version 1) Item Ledg (version 1) Sales Shipment (version 1) |
Yes |
|
Sales Order |
6 |
UnPosted - Return Order |
Sales Orders |
QuoteNo = No. PostDate = Order Date CustNo = Bill-to Customer No. CustName = Bill-to Name |
Sales Order (version 6) Sales Credit (version 1) Customer (version 1) Sales Return (version 1) |
Yes |
Print:Return Order Confirmation Post and Print: Posted Sales Credit Memo and Posted Return Receipt |
Sales Shipment |
1 |
|
Sales Shipments |
|
Sales Shipment (version 1) Sales Order (version 5) Sales Order (version 1) Sales Order (version 2) Sales Invoice (version 1) Customer (version 1) Item Ledg (version 1) |
Yes |
|
Sales Return |
1 |
|
Sales Shipments |
|
Sales Return (version 1) Sales Order (version 6) Sales Credit (version 1) Customer (version 1) Item Ledg (version 1) |
Yes |
|
Vendor |
1 |
|
Vendor Card |
|
|
No |
|
Job |
1 |
|
Job Card |
|
|
No |
|
Gen.Ledg |
1 |
|
General Ledger |
|
Gen.Ledg (version 1) Cust.Ledg (version 1) Vend.Ledg (version 1) Bank Ledg (version 1) Item Ledg (version 1) Sales Invoice (version 1) Sales Credit (version 1) Purchase Invoice (version 1) Purchase Credit (version 1) |
No |
|
Bank Ledg |
1 |
|
Bank Ledger |
|
Bank Ledg (version 1) Gen.Ledg (version 1) Cust.Ledg (version 1) Vend.Ledg (version 1) |
No |
|
Cust.Ledg |
1 |
|
Customer Ledger |
|
Cust.Ledg (version 1) Sales Invoice (version 1) Sales Order (version 3) Sales Order (version 2) Sales Shipment (version 1) Item Ledg (version 1) Sales Credit (version 1) Sales Order (version 6) Sales Return (version 1) Bank Ledg (version 1) Gen.Ledg (version 1) |
No |
|
Vend.Ledg |
1 |
|
Vendor Ledger |
|
Vend.Ledg (version 1) Purchase Invoice (version 1) Purchase Order (version 3) Purchase Receipt (version 1) Item Ledg (version 1) Purchase Credit (version 1) Purchase Order (version 6) Purchase Return (version 1) Bank Ledg (version 1) Gen.Ledg (version 1) |
No |
|
Item Ledg |
1 |
|
Item Ledger |
|
Item Ledg (version 1) Sales Shipment (version 1) Sales Invoice (version 1) Cust.Ledg (version 1) Sales Return (version 1) Sales Credit (version 1) Purchase Receipt (version 1) Purchase Invoice (version 1) Purchase Return (version 1) Purchase Credit (version 1) Vend.Ledg (version 1) |
No |
|
Job Ledg |
1 |
|
Job Ledger |
|
Item Ledg (version 1) |
No |
|
Journal |
1 |
|
NAV Journal |
JrnlTemp = Journal Template Name JrnlBatch = Document No. LineNum = Line No. GenJrnlKey = General Journal Key |
|
No |
|
Fixed Asset |
1 |
|
Fixed Asset Card |
|
|
No |
|
FA Ledg |
1 |
|
Fixed Asset Ledger |
|
|
No |
|
Deposit |
1 |
|
|
|
|
No |
|
PDeposit |
1 |
|
|
|
|
No |
|
Bank Rec |
1 |
|
|
|
|
No |
|
PBank Rec |
1 |
|
|
|
|
No |
|
Job Journal |
1 |
|
Job Journal |
JrnlTemp = Journal Template Name JrnlBatch = Document No. LineNum = Line No. JobJrnlKey = Job Journal Key |
|
No |
|
FA Journal |
1 |
|
FA Journal |
JrnlTemp = Journal Template Name JrnlBatch = Document No. LineNum = Line No. FAJrnlKey = FA Journal Key |
|
No |
|
