Multiple drafts can be created, each with its own name/designation and purpose. Each draft can be set up individually in terms of data and input handling. Below is a description of how the drafts are set up and their layout (fields, order, etc.).
| Featured Features in draft Top menu |
| Posted drafts |
Here all posted Project Drafts can be viewed and possibly deleted.
Posted drafts
Under Posted drafts, project drafts that have already been posted can be viewed and possibly deleted. Derived financial items and project items can be viewed. |
| Import from file |
Here you can import posting files into the draft. |
| Delete entries in draft |
Here you can delete all entries in an unposted draft |
| Fields in draft setup |
| Draft |
Draft ID. Can be changed freely. All booked drafts and their entries are changed accordingly. So it's no problem to rename a draft. |
| Employee |
Select Employee ID if the draft is to be used for registrations for a single employee |
| Fixed-text |
Draft name, an elaboration of the draft ID. |
| Number series |
Number series for assigning attachment numbers in the draft. There must be must a number series must be specified, and the number series can be found under Finance/Maintenance/Acceptance number series.Note: If several accounting drafts use the same number series, and a draft is not posted immediately and you fill out another draft, the entries will use the same numbers.
For example, if you divide financial voucher accounting into multiple drafts by type or user, they can easily share voucher number series. You should not use the order and purchase voucher series for accounting drafts. A draft's number series name should also not be changed after the draft is in use. |
| Assignment of voucher number during draft posting |
The voucher number is automatically assigned per voucher when posting the draft starting from 'Next no.' cf. selected voucher series. When the draft is posted, each voucher has been assigned a number automatically.
Is this "Check" set and not "Post all transactions in finance under the same voucher number" then there will be no voucher numbers on the project items that do not generate a financial item.
The method ensures that there are no gaps in the voucher series in finance. |
| Post all transactions in finance under the same voucher number |
As above under Assigning the voucher number during draft posting, here all vouchers are assigned the same voucher number. |
| Blocked |
The draft is blocked for postings. Used if the draft is no longer to be used. It is not possible to delete a draft that has been posted in, so it must be blocked instead. |
| Auto Save |
Set this to save the draft automatically and continuously |
| Delete lines after posting |
All lines are deleted when they are posted. If the box is unchecked, the lines remain in the draft, which is considered a "standing draft" where entries can be posted over and over again (but with a new date and new voucher number), which is convenient for recurring entries. with items that recur at fixed intervals. For example, a payroll journal. |
| Draft line must be approved before posting |
If this is selected, the cash drawer can use approval. Then all lines will have an "approved" column. Lines will then only be posted if they are approved |
| Negative stock |
Version-93 If you remove the checkmark in Negative stock, you will get an error if you try to move an item from stock to a project where there is not enough quantity. |
| Dimensions |
Here you can set default dimensions for draft entries.
NOTE! These fields are not used. |