Is Save the same as approval or posting?
Is Save the same as approval or posting?
No. Save normally preserves the record. Approval authorizes it, and posting makes it effective downstream or in accounting. Confirm the status after each action.
Why can I not edit or delete a record?
Why can I not edit or delete a record?
It may be approved, posted, referenced by another record, in a locked period, or outside your permission scope. Use the authorized correction/reversal process.
Can one payment or receipt cover several documents?
Can one payment or receipt cover several documents?
Where configured, one cashier transaction can be allocated across several eligible open documents. Confirm that each allocation and the total match the bank evidence.
Can an advance have several settlements?
Can an advance have several settlements?
Where allowed, partial settlements can be linked to the same advance. Monitor the cumulative settled and remaining amounts until the balance is zero.
Why is a master value missing from a dropdown?
Why is a master value missing from a dropdown?
The record may not exist, may be inactive, may be outside its effective date, or may belong to another office/company scope.
When should a shipment job be closed?
When should a shipment job be closed?
After delivery and documents are complete and all charges, bills, invoices, advances, settlements, payments/receipts, and profitability checks are resolved.
Are screenshots always identical to the current interface?
Are screenshots always identical to the current interface?
No. Screenshots are labeled by captured version. The guide follows the current menu model, but styling and field arrangement can change between releases.
How do I request a documentation correction?
How do I request a documentation correction?
Use the documentation contribution process or send the page, incorrect text, correct behavior, application version, and evidence to the documentation owner.