Related topics
On this panel you state the selection criteria for the documents to be included and grouped in the proposal. Only documents with terms of payment that allows grouping of documents will be included. You can change the handling in the Maintain A/R transactions routine.
The proposal number is retrieved from number series 901 in Work with number series.
- Description
- Enter a description for the proposal you are creating.
Selection
- Debtor number
- Document date
- Due date
- Country
- Transaction currency
- Document type
- Cost centre
- Select to period
- Enter the last accounting period (YYPP) for the selection. A document must have been entered before or in this period in order to be included.
- Credit notes
- Indicate if credit notes should be included in the selection.
- On accounts
- Indicate if on accounts should be included in the selection.
- Group doc/due date
- Set to YES to create a group document based on debtor, transaction currency and due date. Otherwise, set to NO if only on debtor and transaction currency. If the group document is based on due date, the group document will receive the same due date as the included documents and the document date entered on the update panel.
- Print check list
- Indicate if a check list should be printed, showing the selection of documents.