Quick Start Guide

This category should be used to store delivery notes, alternatively called proof of delivery or P.O.D., related to orders. Normally, this category would be used in conjunction with the Invoices and Purchase Order categories in this folder as part of an order management process such as accounts payable.

The index fields in this category are split up into two different tabs: Shipping Information and Supplier Information.

A few points to keep in mind with this category:

'Shipping Information' Tab

Customer Name – This is a free text field. The yellow highlighting indicates that it is a mandatory field. This means the field requires a value to be entered in order to save the document.

Status - This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Status. Although the entries in this dictionary can be modified and added to, the default values are:

•Complete

•Not Shipped

•Pending

'Supplier Information' Tab

PO Number - It’s recommend to make this field mandatory for identification purposes. You can do this by right-clicking on the field box, selecting Properties, and checking the box labeled Mandatory. This field also contains automatic links to other categories. This means that documents which share the same value for this field will be automatically linked across categories, making it easier to find related documents. This field is linked to the field PO Number in the following categories:

•AP Invoice

•AR Invoice

•Purchase Order