Special Feature : Draft
Location : In the top right corner of every Master & Transaction screen
Purpose:
1.To save an unfinished entry
2.To track the number of records saved as drafts for the voucher
3.To track which were the records saved as drafts along with the time when each draft was created and updated
1.Save the unfinished entries as drafts.
2.View the list of the records saved as drafts
3. Complete the unfinished entries and/or delete the unfinished entries
How to use :
In order to Save an unfinished entry , click the Draft
If you are not able to fill all the fields while entering a record in (lets say) Sales invoice screen , Click Draft to save the unfinished entry
Result:
The number in the blue circle near the Draft box shows the number of drafts being saved .
Display:
To view the drafts saved, click the drop-down menu next to Draft
Draft List displays the list of unfinished entries along with the date created and date updated
To complete the unfinished entry, click the entry in the Draft list screen in any of the fields. It will take you back to the unfinished entry and allows you to complete the entries in the rest of the fields
To delete the entry from the draft list click red button on the right end of each entry.
Benefits of the feature :
The feature Draft benefits us to
2.Save time preventing replication of work
3. Take time to either complete or delete an unfinished entry
How to save an unfinished entry of record?
Sometimes you are not able to enter all the fields of a record (due to insufficient data or due to any other reason) then you have an unfinished record and you will not be able to save/update a record if it is unfinished.
If you click the Save/Update option a notification pops up showing the number of incomplete fields as issues
You still want to save the the data which you have already entered in some of the fields.
There is a feature available to save an Unfinished Entry called Draft
on the right side top of each of the screens
Revisions
- January 28, 2018 @ 16:54:15 [Current Revision] by arul
- January 28, 2018 @ 16:43:43 by arul
- January 28, 2018 @ 16:43:40 [Autosave] by arul
- January 28, 2018 @ 16:00:28 by arul
- January 28, 2018 @ 13:48:00 by arul
- January 28, 2018 @ 11:50:04 by arul
- December 24, 2017 @ 08:08:35 by arul
- December 20, 2017 @ 05:50:20 by arul
- August 22, 2017 @ 04:31:18 by arul
- August 22, 2017 @ 04:30:24 by arul
- August 22, 2017 @ 04:26:21 by arul
- August 22, 2017 @ 04:25:29 by arul
- August 22, 2017 @ 04:24:04 by arul
- August 22, 2017 @ 03:57:16 by arul
- August 21, 2017 @ 09:26:43 by arul
- August 21, 2017 @ 09:22:07 by arul
- August 21, 2017 @ 07:47:20 by arul
Revision Differences
There are no differences between the January 28, 2018 @ 16:43:43 revision and the current revision. (Maybe only post meta information was changed.)