Adding a new document format to customers and suppliers

Uwaga:  You must have added the customer or supplier before you can assign the document formats.
  1. Use Document Format (DFS) to add the new document format.
  2. Use Customers (CUS) or Supplier (SUS) to retrieve the customer or supplier details.
  3. To link a document format to a customer, click the Customer Document Formats button in the Order Entry tab on Customers (SUS) to display the Customer Document Formats Setup dialog. Or, to link a document format to a supplier, click the Supplier Document Formats button in the Order Entry tab on Supplier (SUS) to display the Supplier Document Formats Setup dialog.
    If any document formats have already been linked to the customer or supplier they are listed on this dialog.
  4. Click Insert to display a blank line on the dialog.
  5. In the Document Format Code field, enter the document format code or use Query to select the code.
  6. Press Return to assign the new document format to the customer or supplier.
  7. Select the Sales Stage or Purchase Stage to identify the processing stage in which the document format will be used for the customer or supplier. For example, Order Entry, Picking, Dispatch or Invoice Entry.
  8. Select the Sales Definition Code or Purchase Definition Code to identify the sales or purchase transaction type to which the document format applies.
    Uwaga: These codes are defined using Sales Type (STS) or Purchase Types (PTS).
  9. Click OK to save the document format details and return to the Customers (CUS) or Supplier (SUS) function.