See also:
Generating and Printing Documents
To begin creating a Document you must enter an account number at the Account field of the Generate And Print Documents form.
If the account code is not known at this point you can use a search facility by clicking the Ellipsis button 
adjacent to the Account field on the Debtors Accounts form.
Through the Search Facility it is possible to perform a search of existing Customer accounts by Short Name or Word search.
To activate the Short name search simply click the Ellipsis button adjacent to the Account field and a Customer accounts form will be opened with buttons to do a Short name or a Word search.
Click the Short name button. A list of Short name accounts will be shown in the Customer accounts form in alphabetical order.
Tip: You can limit the Short name search to a specific letter or letters by entering the first CAPITAL letter(s) of the account you are searching for in the field to the left of the Short name button.
Having found and selected the required account in the Customer accounts form click the OK button.
To activate the Word search simply click the Ellipsis button adjacent to the Account field and a Customer accounts form will be opened with buttons to do a Short name or a Word search.
The Word search facility cannot be used without any input into the field to the left of the Short name button. Up to three words can be input into this field each one up to eight characters long.
What cannot be entered is PHA and DON as these are not the stems of the words ALPHA and LONDON. Words can be entered in any order and the search is not case sensitive. To find Alpha Cars in London it would be acceptable to enter LON followed by ALP. A word must be a minimum of three characters, and the following data fields have been considered when creating the word search index for Sales Ledger accounts:
Once the words have been entered click the Word Search button. The system will display a list of matching records showing the Short name, Account number, Name and address (as much as will fit into the form). Select a matching record from the Search results and click the OK button. To end the search without selecting an account click the Cancel button.
When you have carried out your search and decided what you want to do you will need to use one of the following Action group buttons available to you on the Debtor Accounts form.
If the short name search option is selected, then a list of all short names will appear, which can be scrolled down to select the relevant name.
Once the account has been selected from your search or directly entered into the appropriate field Autoline will transfer key account details from the account record to the appropriate field on the form. These are the Account type, the terms and the currency, along with the name, address and postcode.
Unlike the form in the Batch input of document option, this form allows you to modify the name and address information after the account number has been entered.
To re-edit the account code, select the field and change, or click the ellipsis button to use the search facility.
If an account code is not known then a new account can be created at this point provided the System Parameter Allow automatic creation of SL accounts is set appropriately to allow you to do this. Additionally, if the account code selected is on STOP, a screen warning is given to say Account XXXXX is on stop, all further input is cancelled. Once an account has been selected there will be a number of checks made in relationship to Credit Checking: If an account code selected is greater than credit limit, dependant upon priority, you will either see the prompt Account has no more credit - Re enter or Over ride (Over ride will allow you to continue entering data, if priority allows) or Insufficient priority to Over ride Credit Limit - only credit notes allowed - There is an OK prompt to continue and you will be allowed to input Credit notes only . The document type for Invoices will become disabled. You will not be able to enter a - (minus) value on a Credit Note NOTE you will not be able to enter a - minus value on an Invoice
