Document History - Transaction Lines (tfgld0618m200)

Use this session to view a document's finalized and non-finalized transaction lines and their details.

 

Document
Document

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
Status of Document
Batch
Fiscal Year

The fiscal year to which the financial transactions are linked.

Batch

A group of financial transactions processed together. If you finalize a batch, all the transactions are processed, or if an error occurs, no transactions are processed.

Batch Reference

The reference that is linked to the batch.

Finalization Run Number

The run number for which a range of batches was finalized.

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Home Currency
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.

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 Period

The year number which, together with the tax period, determines the tax period for this transaction.

Tax Period

The period number which, together with the tax year, determines the tax period for this transaction.

Audit
Last Used by

The user who last modified the document.

The name of the user who last modified the document.

Last Date of Update

The date on which the document was last modified.

Finalized by

The user who carries out the finalization run.

User

The name of the user who enters transactions.

Finalization Date

The date on which the batch is finalized in the Finalization Run Number (tfgld1609m000) session.

Budget Exception

If this check box is selected, a budget exception or an error occurred in the Posting Data of Standing Orders/Stand-Alone Pmt (tfcmg1515m000) session.

To correct the problem, you can decrease the amount, or use a different budget account by changing the ledger account and/or dimensions. If no error occurred in this area, the budget controller must resolve the exception. In case of a setup error, the error must be corrected in the area in which it was caused.

Note

This check box is only displayed if Budget Control functionality is used.

Protocol
Protocol Year

The year the document is recorded in BAAN.

Protocol Code
Protocol Number

The document's protocol number.

If you have recorded a protocol code with document's transaction type, this code determines its number.

 

Purchase Invoice Inquiry

Starts the Open Entry (tfacp2100s000) session which you can use to view the invoice details.

Related Intercompany Document

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Related Document(s)

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