File formats

Release notes Advanced Ledger Import

Sales invoice example

Project invoice summary with details

Project invoice detailed

General for all documents

Sales order configuration

Sales invoice

Sales packing slip

Purchase order

Project invoice

Quotation

Interest note

Work report

Dynamic payment information

Release notes Axdata Business Documents

Set up exchange rate provider

Create batch job for currency import

Enable triangulation feature

Set up triangulation

Use triangulation

Release notes Axdata Currency Import

CAD Integration Setup

Classification Codes Setup

Engineering Setup

Item property setup

Manufacturer Setup

Material Quality Setup

Product setup

Spare parts Engineering

Released Item Setup

Revision Setup

Change notification parameters

How to use classification codes on Items

Release notes Axdata Engineering

Eng.2023.1.2.18

Eng.2023.1.2.17

Eng.2022.12.2.16

Eng.2022.11.2.14

Eng.2022.9.2.13

Eng.2022.5.2.12

Eng.2022.5.2.11

Rev.2022.5.2.5

Setup Axdata Expense Extension

Release notes Expense extension

Trv.2022.4.2.8

Trv.2022.4.2.7

Release notes Expense Power App

HowTo roles

HowTo in forms

Use DMF with HowTo

Release notes Foundation

Base.2022.11.2.21

Base.2022.8.2.19

Base.2022.8.2.16

Base.2022.8.2.15

Base.2022.2.2.11

Base.2022.2.2.10

Setup Human Resources Extension

Use Human Resources Extension

Release notes Human Resources Extension

Location parameters

Location groups

Create Locations

Installation Parameters

Create Installation

Device Parameters

Create Location

Create Installation and Sub-Locations

Release notes Installation

Inst.2022.6.2.32

Inst.2022.5.2.31

Inst.2022.5.2.30

Installation obsolete models

Step 1: Parameter setup

Step 2: Import setup tables button

Step 3: Tax codes reference (Mapping)

Step 4: Reporting

Step 4 | Section 1: Tax reports

Step 4 | Section 2: Standard tax codes

Step 4 | Section 3: Tax specifications

Step 4 | Section 4: Report remark

MVA Multicompany setup

MVA Intercompany setup

Creating Intercompany Tax report

Format 2 or 4 character

Parameters

Standard ledger account

Standard tax codes

Standard ledger accounts mapping

Standard tax codes mapping

Reporting (common)

Reporting (large data amounts) - accrual

Check contents of the XML-file

Setup Sales Integration

Relase notes Sales Integration

Shipment paid by receiver

Security group

Transform addresses, senders and recipients to address quick ID's

Transform label

Transform carrier information

Transform country, state and county

Transform currency code

Transform print favorite

Transform shipment payer account

Transform container types

Transform shipment booking status

Transform security group

Packing station

Setup of carriers

Shipment booking senders

Document transformations

Notification contacts

Shipment booking parameters

Shipment booking print favorites

Import Carrier setup

Shipment booking labels

Maintain content lines on a Container on a Shipment booking

Release notes Shipment Booking

Setup Subscription

Release notes Axdata Subscription

Product Certification and testing

Setup Test and Certification

Use Test and Certification

Release Notes Test and Certification

Act.2022.5.2.3

Project Timesheet Form

Timesheet lines for my review

Timesheet lines on hold

Timesheet parameters

Customer care cases

Project Form

Work breakdown structure in Project

Hour balance budget

Hour balance journal

Hour balance workers

Hour balance worker budgets

View hour balance status for all employees

Hour balance parameters

Create hour balance transaction

Hour balance

Release notes Timesheet Extension

Ts.2023.4.2.33

Ts.2023.2.2.31

Ts.2023.2.2.30

Ts.2022.9.2.24

Ts.2022.5.2.22

Ts.2022.4.2.19

Ts.2022.4.2.18

Ts.2022.4.2.17

Ts.2022.3.2.16

Ts.2022.3.2.15

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Axdata® Business Documents

Business Documents configuration

Quotation

Quotation

Updated 7 months ago by Graham Davies

Quotation configuration options

Navigate to Axdata® > Tools > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhancing the Sales and project quotation.

Hide ship date is often not known during the quotation process and can be removed from the display.

Quotation

Quotation configuration options

How did we do?

Project invoice

Interest note

Related Articles

Release notes Installation

Release notes Axdata Business Documents

Related Articles

Release notes Advanced Ledger Import

Project invoice summary with details

Release notes Axdata Business Documents

Create batch job for currency import

Release notes Axdata Currency Import

Change notification parameters

How to use classification codes on Items

Release notes Axdata Engineering

Setup Axdata Expense Extension

Release notes Expense extension

Release notes Expense Power App

Setup Human Resources Extension

Release notes Human Resources Extension

Create Installation and Sub-Locations

Step 2: Import setup tables button

Step 3: Tax codes reference (Mapping)

Step 4 | Section 1: Tax reports

Step 4 | Section 2: Standard tax codes

Step 4 | Section 3: Tax specifications

Step 4 | Section 4: Report remark

Creating Intercompany Tax report

Standard ledger accounts mapping

Reporting (large data amounts) - accrual

Check contents of the XML-file

Relase notes Sales Integration

Transform addresses, senders and recipients to address quick ID's

Transform country, state and county

Transform shipment payer account

Transform shipment booking status

Shipment booking print favorites

Quotation configuration options

How did we do?

Project invoice

Interest note

Related Articles

Release notes Installation

Release notes Axdata Business Documents

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