Checking Document Values Before Posting
You can assign a date check to a user in TRASER DMS 365. As a result, before posting orders or invoices, a window is displayed on which certain document values can be verified again and adjusted if necessary. To set up the document value check for a user, please proceed as follows:
Note
If you assign a date check to a user, please consider that the document dates in the new window may be overwritten depending on your settings. The document dates in the new window are the dates that will be posted regardless of the dates that were entered in the document. Thus, it might be necessary to enter the document dates again in the new window.
- Use the quick search (ALT+Q) to find the User Setup page.
- Click in the line of the user to which you want to assign a document value check
- Navigate to the Posting Date Check column. You may have to click on Edit List in the menu bar to edit the column.
- Select if No Check is carried out or one of the following values shall be checked. Depending on the value that you have assigned to a user, the editable fields will be prefilled by the system:
| Posting Date Check | Description |
|---|---|
| Empty Value | No document dates will be inserted, the fields are empty. The document dates have to be added manually. |
| Document Dates | The fields are prefilled with the document values that were entered in the document. |
| Work Date | The work date stored in the system will be inserted for all document dates. If necessary, the document dates have to be updated. |
If you assign one of these values to a user, a window is displayed before posting. In this window, you can check the following document values and adjust them as needed:
Note
The document values Payment Terms Code and Payment Terms Description can no longer be edited. To be able to change these values at a later time, you have to cancel the posting via the Cancel button.
| Document Value | Description |
|---|---|
| Document Date | This field displays the creation date of the document. |
| Posting Date | This field displays the posting date of the document. |
| Due Date | This field displays the due date of the document. |
| Payment Discount Date | This field displays date until which a payment discount is granted. |
| Starting Date | This field displays the starting date of a service order. It is only displayed for service orders. |
| Finishing Date | This field displays the finishing date of a service order. It is only displayed for service orders. |
You have successfully set up the document value check for a user.