Documents (tfgld0618m000)

Use this session to maintain documents and journal voucher lines.

This session includes many columns that are initially hidden, and that can be activated by the user as required. In this way, this session meets Japanese requirements by:

  • Providing an (initially hidden) alternative data entry in the form of separate debit and credit amounts entry (separate columns).
  • Displaying descriptions and names for ledger account, dimensions, and business partner.
Note

The fields under Reversal are only available if, in the Company Parameters (tfgld0503m000) session, Recurring Journal Invoice Creation is selected.

 

Document
Transaction Type
A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number.
Document
The identification of a transaction.

The document code is a combination of:

  • Transaction-type code
  • Series number
  • Sequence number
Accounting Scheme
A scheme of accounts to which the results of certain events are posted. The accounting scheme consists of ledger accounts, structured in a parent-child hierarchy.
Reversal
Reversal of Transactions
If this check box is selected, you can specify a date in the next period when a reversal transaction must take place.
Reverse On
Select First Date of Next Period or Last Date of Next Period. To specify another date, select Specific Date.
Reversal Date
The date on which the posting must be reversed.
Reversal Year/Period
The year and period to which the reversal is linked.
Reversal Batch Year
The year in which the reversal batch was created.
Reversal Batch Number
The generated batch number.
Reversal Document
The transaction type of the reversal transaction.
Reversal Document
The generated document number.
Details
Document Date
The transaction date in Financials. The document date is always registered in local time. Usually the document date is the same date as the transaction date, except if you manually enter a different transaction date in Financials or if the UTC time and the local time differ by a day.
Tax Country
The country in which the tax must be paid and/or reported. The tax country can be different from the country where the goods are issued or delivered.
Tax Period
The year number which, together with the tax period, determines the tax period for this transaction.
Tax Period
The character used to separate the segments of the serial number.
Tax Period
The period number which, together with the tax year, determines the tax period for this transaction.
Currency Details
Currency Base
Currency
The currency used in the document.
Home Currency
One of a company's base currencies in which LN registers and reports amounts.

In a multicurrency system, up to three home currencies can be defined:

Currency Rate
The exchange rate of the currency used in the document.
Rate Factor
The rate factor applied to the amount in the currency used in the document.
Rate Factor
Conversion of the transaction currency to the home currency with the displayed currency rate and rate factor.
Totals
Net Amount
The total debit net amount.
Net Amount
The total credit net amount.
Tax Amount
The total debit tax amount.
Tax Amount
The total credit tax amount.
Gross Amount
The total debit gross amount.
Gross Amount
The total credit gross amount.
Balance Amount
The total debit balance amount.
Balance Amount
The total credit balance amount.

 

Print Non-Finalized Transactions
Starts the Print Non-Finalized Transactions (tfgld1401m000) session.
Show only Used Documents
Displays documents with status Used only.