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Why do some Transaction documents have Line items before pressing the 'Create' button?

Workbooks Support Posted: 2016-07-08 15:47

In some cases the Line items of a Transaction Document will appear when the document is first created, and in others the User has to first press the 'Create' button. The specific circumstances that cause each scenario are explained below;

Line items on a new transaction document will be shown before pressing the 'Create' button if;

1. The own organisation is fixed AND
2. Currency IS NOT editable AND
3. The document is not a Supplier Document OR the supplier is fixed OR it is not a restricted Supplier document (Strict Supplier Orders is turned off).

If copying a transaction document then Line Items will show if;

1. the own organisation is fixed AND
2. currency IS NOT editable AND
3. it is a supplier document

If you have any questions around this please contact Support on support@workbooks.com.