Make each document find the one before it

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can say what a knock-off copies and links and why a finalised document can be invisible to the next one, write and prove the Knock Off Configuration pairs each company needs before its first document, pull a source onto a new draft and put back the date the knock-off replaces, split an order across deliveries, release what an abandoned draft holds while its pair is enabled, read an empty grid in order, close a balance with a record of why, take a chain apart in the order BigLedger allows, and run a weekly check of what is still open.

Before this series: Set up a new company end to end

Presentations

1. The table that decides what each document can find — about 10 minutes, narrated
2. Knock off part of a document, and what the new one inherits — about 10 minutes, narrated
3. When the next document cannot find the one before it — about 12 minutes, narrated

Modules this series draws on

• Core Module
• Sales Module
• Purchasing Module
• Inventory Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• Purchase Invoice (Internal)
• Organization
• Purchase Order (Internal)
• What a Void Undoes
• Processing a Delivery Order
• Goods Received Note Processing
• Standard Procurement Workflow
• Partial Delivery Workflow
• The order still shows a quantity outstanding after I invoiced it all
• Best Practices
• Core Concepts

All presentations · Presentations for the whole-system operator