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Setting up a header-and-lines document

Set up a document with a header and lines — a request form, an internal order, a sample shipment — as a document screen whose amounts and totals are calculated by formulas.

Steps

  1. Define the header table (date, account, description…) and the lines table (item, quantity, price…) and link them.
  2. Write the line amount and document totals with the formula helper by picking fields from a list; add the rules to check before saving.
  3. Number documents with a template; choose which ERP habit the keyboard shortcuts follow.
  4. Optionally define a conditional approval workflow and a printable document template.
  5. Publish: the document list, the entry screen with a lines grid and single-step saving are ready.
Document entry: header and lines, amounts and totals by formula (fictional demo data)
Document entry: header and lines, amounts and totals by formula (fictional demo data)

A good fit for

  • Internal processes your ERP does not cover but that work like documents.
  • Forms with a variable number of lines, a total and an approval.

Scope limit

  • The document is not posted to an ERP automatically; two-way integration with external systems is «Planned» on the roadmap.
  • Generating e-Invoice and e-Archive documents is «In development»; it is not used to issue official documents today.
  • It does not create stock movements, costing or accounting entries; those stay in your ERP.

Features used and their status today

  • In the demoReady-made lists and documentsEvery table gets a list with search, grouping, column picker and Excel/PDF export; header-and-lines documents with shortcuts matching the ERP you know (Logo, Mega, SAP).
  • In the demoFormulas, validation, numberingLine amounts, totals and conditions with the formula helper; rules are checked before saving and document numbers follow a template.
  • In the demoPrintable document templatesSingle-page PDF or print-out from a record; batch printing from the list.
  • In the demoApproval workflowsConditional, multi-step approval for records and documents; pending approvals arrive as notifications.
  • In the demoTrade package templateCore modules such as accounts, stock and orders come as a starter template you extend to fit.
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