The Document tab available through Dynamics GP Order Inquiry displays posting information based on a selection made within Document Views.
Figure 63: Document tab
The following Document Views are available.
View |
Description |
Module |
By default, the screen will group by a particular Microsoft Dynamics GP module with a total balance for each displaying for the Original Amount and Balance columns. |
Customer/Vendor |
Select this option to group the data by customer or vendor name. A total balance for each customer or vendor displays for the Original Amount and Balance columns. |
Document |
This option displays all documents without grouping in effect. |
Invoice |
With the Invoice view selected, the data grid displays each invoice for the order along with all items associated to the invoice. |
User Defined |
This option displays all documents and allows user to evoke sorting, filtering, and grouping of the data. See Data Grids for more options. |
The following table describes the fields available within the Document tab.
Field |
Description |
Original Amount |
The amount set originally for the item displays in this column. |
Item Code |
The code followed by the description set within Item Code Setup displays in this column. |
Balance |
The amount remaining on the item to receive or to be paid displays in this column. |
Module |
This column displays the Microsoft Dynamics GP module that the transaction was processed. |
Journal Date |
The effective posting date of the transaction displays in this field. |
Document Number |
The unique document number assigned to the transaction through MoversSuite displays in this column. |
Branch |
The branch of service that the transaction was processed under displays in this column. |
Document Type |
This column displays the type of transaction that the item posted with in Microsoft Dynamics GP. |
Customer/Vendor Number |
The identification number of the customer or vendor assigned to the transaction item displays in this column. |
Customer/Vendor Name |
The name of the customer or vendor assigned to the transaction item displays in this column. |
Invoice |
The invoice number assigned to the item through MoversSuite displays in this column. |
Invoice Date |
The date that the item was invoiced displays in this field. |
Document Date |
The creation date of the MoversSuite document related to the transaction displays in this field. |
Posted Date |
The date the item posted in Microsoft Dynamics GP displays in this field. |
Description |
The posting title of the item displays in this column. |
Voided |
A flag will be set within this column to indicate whether the item was voided () or not (). |