Use this form to create, edit, view, and compare document versions.

Open the form

  1. Click General ledger> Reports> External> Electronic documents listto open the Documentsform.

  2. Click View, and then click Opento open the Versionform. The document opens on the Documenttab.

    Note Note

    The Viewbutton is activated when the document is in Received, Approved, or Finishedstatus.


Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Document

View the Microsoft Office Excel file with data.

Requisites

View the requisite details.

Buttons

Button

Description

Edit

Open a menu with the following items:

  • New– Open the Load versionform to create a new version of the document.

  • Save– Save changes made in the current version of the document.

  • Restore– Restore the original values.

    Note Note

    You can restore the values only before you click Edit> Newor Edit> Save.


  • Version– Open the Select versionform to view the details or to compare the details with the earlier document versions.

Function

Open a menu with the following items:

  • Compare– Open the Select versionform to compare and verify document versions.

  • Check– Verify that the values of requisites and sections in the selected version of the document are correct.

  • Cancel– Reverse any changes in the document.

Print

Open a menu with the following items:

  • Print– Print the current version of the document.

  • Open Microsoft Excel– Open the current version of the document in Microsoft Office Excel.

Inquiries

Open a menu with the following item:

Data– Open the Dataform and view the requisite history for the selected requisite.

Fields

Field

Description

Section

Select the document section code.

Show

Select from the following options:

  • Different– View different requisites details.

  • Equal– View identical requisites details.

  • All– View all requisites details.

  • Without errors– View requisites without errors.

  • With errors– View requisites with errors.

Note Note

The Differentand Equaloptions are available only when you click Functions> Compareto compare and verify document versions. The Without errorsand With errorsoptions are available only when you click Functions> Checkto verify that the values of requisites and sections in the selected version of the document are correct.


Requisite

The requisite code for the standard section.

Description

The requisite description.

Value

The requisite value.

Compare

The comparison results.

Difference

The differences in the compared document versions.

Note Note

This Compareand Differencefields are available only when you click Functions> Compareto compare and verify document versions.


Error description

The description of the error.

Note Note

This field is available only when you click Functions> Checkto verify that the values of requisites and sections in the selected version of the document are correct.


See Also