Note: You can only add one document at a time.
- Select the Work with A/R group documents menu item.
- On the A/R grouped documents – overview panel, select the proposal you want to maintain.
- You access A/R grouped documents – select activity. Tick Maintain proposal and click OK.
- On the A/R grouped documents – maintain panel, click Add to include a document in the list.
- You access A/R grouped documents – maintain, Add document. These fields are mandatory:
- Document type
- Document number
- Debtor number
- Transaction currency
- You re-access A/R grouped documents – maintain, Add document ready for you to add a new document. Click Back to view the added documents in the proposal. Exit the routine.
The following fields are only mandatory if several documents with the same document type and number exist:
Click OK.