Table of Contents

Release Setup

To make sure sales and purchase documents that are released are filled in correctly, the Release Setup allows you to add additional fields to the standard release checks that are performed. Checks can be added per document type and on every field. Additionally, filters can be added to allow for even more complex checks.

Note

The checks you add are performed globally for all users in the system, only add checks for fields that should be checked on all documents for all users.

Activate the Release Setup

  1. Choose the Search icon, enter Wood Setup, and then choose the related link.
  2. Activate Check Release Setup in the Notifications FastTab.

Set up additional release checks

  1. Choose the Search icon, enter Release Setup List, and then choose the related link.
  2. In the Table field, click on the Edit button and select the Table you want to set a new release check for.
Tip

Enter 36 if you want to check fields of the Header of a Sales document or 38 if you want to check fields of the Header of a Purchase document.

  1. In the Document Type field, choose for which document type the check should be performed.
  2. In the Testfield No. field, select the field that should be checked on release.
  3. Optionally, add a filter to restrict the check to only be applied in certain conditions:
    • Click on the blue underlined Yes or No in the Filter exist column.
    • Set up the filter(s) to which the check should apply.
    • Click on OK.
Tip

You can also add or remove filters by selecting a line and clicking on Add Filter or Remove Filter in the top menu.

  1. Repeat the steps above for every document type and field of a table that you'd like to add.
  2. Close the Page.

After closing the page, all documents that are equivalent to the settings you chose, are going to be checked accordingly before releasing them.