RECODING DOCUMENTS

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RECODING A SINGLE DOCUMENT

This function is very important, because it allows you to change a code attributed to a document, also by recoding distribution lists, costs and associated documents. This feature is only available to the system administrator.

  1. In the drop-down list Category of documents, which appears at the top of the screen, select the category type that you want to change the code. In the table you will see the list of documents that belong to that category.
  2. Select the document you wish to edit.
  3. In the section below, Destination for recoding, enter in the field Category of documents the new category in which you want to move the document object.
  4. In the field Document Code, specify the new code.
  5. Press the button “Run Recoding“. The document will be automatically moved and recoded, taking any distributions, cost and related documents.

 

RECODING MORE DOCUMENTS

The recoding form can also be used to move multiple documents category.

    1. In the drop-down list Category of documents, select the category of origin
    2. Select (with the SHIFT key or CTRL key) the documents you wish to edit
    3. It is important to remember that the code of a document must have a unique value. If a new value is specified in the Document Code field when recoding multiple documents, a check will be performed on the existence of the code and, in the case of a non-existent code, only the first selected document will be recoded and a warning of this type will appear:
       
       
    4. Press the button “Run Recoding“. The documents will be automatically moved and recoded, taking any distributions, cost and related documents.