Create a new type of document at the EMDI funds

  • Post category:Settings

Creating a New Document Type in EMDI

  1. Go to the gray gear icon ⚙️ for EMDI settings.
  2. Once in settings, navigate to Purchases/Sales 🔴 -> Documents in the left-hand column.
  3. In the Documents section, click the padlock icon 🔒 at the top left to unlock creation and editing functions.
  4. Press the Add button with the ➕ symbol. If the document you want to create is similar or identical to an existing one, you can simply select it and press Copy.
    • Important! If you copy a document, make sure you’ve entered the number 1 in the Number column. Also, in the Series column, if the Document Correspondences* in myDATA are the same, you must enter a different series from the one you copied (e.g., if it had no series, you could enter A).
  5. A new document line will be created at the bottom of the list.
  6. In the Title column, type the document’s title (e.g., Invoice, Delivery Note, Retail Receipt, etc.).
  7. In the Cash Register column, select which cash register the new document should belong to (e.g., Cash Register for sales and Incoming for purchases).
  8. In the Movement column, choose which movement you want to occur when the document is recorded:
    • Purchase/Import of goods
    • Sale/Export of goods
    • None
    • Purchase/Import without movement
    • Sale/Export without movement
    • Collection
    • Payment
  9. In the subsequent columns, select whether the document should be printed, which printer it should print to, and the print form it should use.
  10. Once you’ve completed the above selections, click the Save button 💾 at the top of the menu to store your changes.

The new document is now available under Purchases/Sales 🔴 in the program, specifically within the cash register you assigned it to in the previous steps.