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CORE - Document Movements Inquiry

Modified on: Mon, Jul 18 2022 4:41 PM

This solution will review a few uses of Document Movements Inquiry including the following. I'm sure you'll additional uses for this module.

  1. Look up Sales and Rental Invoices by account, date, etc.
  2. Easily obtain documents for finished and on-going contracts
  3. Obtain documents for specific items on rent





By Document


Step 1: Enter the document number, select the Document Type and click Search.


Step 2: Select Contract Movements, Line Items, or Preview Document.

             Note: The red magnifying glass, Contract Movements makes it really easy to identify the document you're looking for. (shown below)




Step 3: Select the document you wish to view

Step 4: Click print preview.





By Account


Step 1: Enter the account/project number, select for the Contract Status and click Search.

Step 2: Double-click the contract.



Step 3: Select the document you wish to view.

Step 4: Click print preview.




By Account


Step 1: Enter the Item Code and Branch OR the E-code, click tab and click Search.

             Note: If you enter the E-code, the item number and branch will auto-populate.

Step 2: Double-click the contract.



Step 3: Select the document you wish to view.

Step 4: Click print preview.





By Account


Step 1: Select the document type you're looking for.

Step 2: Enter the account/project number in the Customer/vender From and To fields and click Search.

Step 3: Select the document/contract.

Step 4: Click View Document Details (red magnifying glass).



Step 5: Select the document you wish to view

Step 6: Click print preview.


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