When you open an existing document in Purchases / Sales and click Save to keep your edits, EMDI checks whether the document is still “clean” as loaded, or whether you already changed something (for example customer, date, lines, totals) or the document type.
If you change the document type on a document that is already saved and then click Save, EMDI asks you to confirm and, if you choose Yes, adds a ? in front of the series (for example A becomes ?A). The same happens when you save after other edits that take the document away from its original loaded state.
The message looks like:
Attention! The document will change to
[current type]
from [stored type]
Are you sure?
The default is No — choosing No cancels the save. Choosing Yes puts the ? on the series and continues with a second confirmation that saving affects customer balances and item availability; afterwards you must recalculate balances in CRM and availability in stock.
If the document has a myDATA MARK or a linked myDATA document and locking of posted documents is enabled, Save changes is blocked with “Deletion or change of posted documents is not allowed” (except the special myDATA import case).
For document type setup see Setting up documents. For numbering see Αλλαγή αρίθμησης παραστατικών.