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Setting up a document record

How to create a Document record

You can create a document mapping record on all important purchase documents (Purchase Quote, Purchase Order; Purchase Invoice, Posted Purchase Invoice, etc.) via the Bau13b factbox. The following steps need to be completed to create a new document record:

  1. Navigate to a purchase document that requires the certificate of exemption.
  2. Navigate to the Bau13b factbox.
  3. Click on No for Required Certificate of exemption.
  4. If it is a purchase case that requires a certification of exemption, then check the box.
  5. Navigate to the field Secret number of certificate of exemption and click the DropDown to select the validated Certificate of exemption for the vendor.
  6. If the selected Certificate of exemption is valid, then the status switched to Released.