Skip to content
Learn
Presentations P-00000 to P-00999
Knock off part of a document, and what the new one inherits

Knock off part of a document, and what the new one inherits

Make each document find the one before it · presentation 2 of 3 · for the whole-system operator — you run the books Read the transcript · Back to the series

These slides need JavaScript to advance one at a time. Without it every slide is shown below, one after another, each with its own player — or read the transcript, which carries the same steps and every word.

Make each document find the one before it · presentation 2 of 3

Knock off part of a document, and what the new one inherits

You can pull a finalised source onto a new draft and know what the grid will and will not offer…

Bringing it in

Step 1 — Pull the source onto a new draft

The source's lines will be on your new document.

What you do
  1. Create the purchase invoice, set the branch and the supplier…

Step 2 — Put back the date the knock-off replaced

Your document will land in the right month.

What you do
  1. Wait for the lines, then set the transaction date again…

Part by part

Step 3 — Take part of a line and leave the rest open

One order can be delivered and billed in pieces.

What you do
  1. Take twenty-two, and the line keeps eighteen for the next invoice
  2. Take the same twenty-two there, or the second delivery's paperwork will find no balance…

Step 4 — Release the balance an abandoned draft is holding

A forgotten draft will not quietly block an order.

What this step names
  1. On the purchase invoice and the goods receipt it comes down on…
  2. The moment you tick the source
  3. It is worked out again every time you save or finalise that…

What it will not do

Step 5 — Compare the lines with the paper yourself

You will know which checks are yours.

RM 132

If the supplier billed RM 132 a unit where the order said…

NarrationSlide 1 of 9

Left and right arrows, or the space bar, move between slides; f is full screen and Esc leaves it. Clicking the left or right half of a slide pages it. Play and pause belong to you — nothing moves on by itself unless you tick the box above.

Last updated on
The table that decides what each document can find — transcriptKnock off part of a document, and what the new one inherits — transcript