LogoLogo
  • Introduction
  • Reasons to implement an ERP System
  • Logging In
  • Desktop
    • Password Guidelines
  • Forms
    • Navigating to Form Lists
    • Filtering Forms
    • Creating New Forms
    • Submitting Forms
    • Toolbar
    • Emailing Forms
    • Saving Forms
    • Assigning Forms
    • Attaching files to Forms
    • Printing Forms
    • Commenting
  • Reports
    • Quality Assurance
      • Delivery Notes Pending QA Documentation
    • Inventory
      • Inventory Report
      • Material Request Fulfillment Report
      • Pick/Pack Report
    • Shipping
      • Delivery Notes - Cleared For Shipment
    • Accounting
      • Purchase Receipts - To be paid
      • Delivery Notes - To Be Invoiced
    • Delivery Notes - Packed
  • Modules
  • Workflow Summaries
    • Accounting Workflow
    • Inventory Movement Workflow
    • Purchasing Workflow
    • Receiving Workflow
    • Production Workflow
    • Sales Workflow
    • Engineering Change Notice Workflow
    • Project Workflow
  • Document Guides
    • Address
    • Contact
    • Customer
    • Delivery Note
    • Journal Entry
    • Material Request
      • Material Request for Issue
      • Material Request for Transfer
      • Material Request for Purchase
    • Opportunity
    • Payment Entry
    • Purchase Invoice
    • Purchase Order
    • Quotation
    • Sales Order
      • Transition from a Quotation to a Sales Order
    • Stock Entry
      • Issue
      • Material Transfer
      • Manufacture
    • Supplier Quotation
    • Sales Invoice
    • Payment Terms
    • Delivery Method
    • Item
      • Automatic Reorder Points
    • Item Attribute
    • Purchase Receipt
  • Troubleshooting
    • Material Request Fulfillment
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Forms

PreviousPassword GuidelinesNextNavigating to Form Lists

Last updated 6 years ago

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Forms (sometimes called DocTypes) are listed to the right of the list of modules. Clicking on one of the forms opens the list view (shown above). The list view can be filtered to show relevant results. Reports can also be constructed to show relevant information.

Figure 4: List View, Sales Order Doctype