|
Appendix I |
Scroll |
Document |
Therefore Category |
Outgoing Doc. Support? |
Method for saving to Therefore™ |
||
|---|---|---|---|---|---|
Type |
Ver. |
Descript. |
|||
Bank Account |
1 |
|
Bank Account Card |
No |
|
Contact |
1 |
|
Contact Card |
No |
|
Customer |
1 |
|
Customer Card |
No |
|
Item |
1 |
|
Item Card |
No |
|
Purchase Credit |
1 |
|
Posted Purchase Invoice |
Yes |
|
Purchase Invoice |
1 |
|
Posted Purchase Invoice |
Yes |
|
Purchase Order |
1 |
UnPosted - Quote |
Purchase Quotes |
Yes |
|
Purchase Order |
2 |
UnPosted - Order |
Purchase Order |
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 |
Yes |
|
Purchase Order |
6 |
UnPosted - Return Order |
Purchase Order |
Yes |
Print: for Return Order Post and Print: for the Order |
Purchase Receipt |
1 |
|
Purchase Receipts |
Yes |
|
Purchase Return |
1 |
|
Purchase Receipts |
Yes |
|
Sales Credit |
1 |
|
Posted Sales Invoices |
Yes |
|
Sales Invoice |
1 |
|
Posted Sales Invoices |
Yes |
|
Sales Order |
1 |
UnPosted - Quote |
Sales Quotes |
Yes |
|
Sales Order |
2 |
UnPosted - Order |
Sales Orders |
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 |
Yes |
|
Sales Order |
6 |
UnPosted - Return Order |
Sales Orders |
Yes |
Print:Return Order Confirmation Post and Print: Posted Sales Credit Memo and Posted Return Receipt. |
Sales Shipment |
1 |
|
Sales Shipments |
Yes |
|
Sales Return |
1 |
|
Sales Shipments |
Yes |
|
Vendor |
1 |
|
Vendor Card |
No |
|
Job |
1 |
|
Job Card |
No |
|
Gen.Ledg |
1 |
|
General Ledger |
No |
|
Bank Ledg |
1 |
|
Bank Ledger |
No |
|
Cust.Ledg |
1 |
|
Customer Ledger |
No |
|
Vend.Ledg |
1 |
|
Vendor Ledger |
No |
|
Item Ledg |
1 |
|
Item Ledger |
No |
|
Job Ledg |
1 |
|
Job Ledger |
No |
|
Journal |
1 |
|
NAV Journal |
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 |
No |
|
FA Journal |
1 |
|
FA Journal |
No |
|
