Document Registration per Employee/Registration documents by template

[Payroll Reporting]

Usage

Use this tab to register, modify or review definable documents for selected document template.

The header part of the tab presents document template id and name, category id and name and several options allowing to switch registered documents' view. Recently registered documents or documents in the proper state can be displayed, according to the option selected.

Right-clicking on the tab header, you can:

• invoke the Document Export Assistant assistant by choosing the Generate Document by Template RMB menu option,
• Close all documents prepared on the basis of selected template being in the Preparation state by choosing Finish All option,
• Bring all documents prepared on the basis of selected template being in the Finished state back to Preparation by choosing Cancel Finish All option.

The detail of the tab presents document number, document date, employee number and names, person id, stamp id and the document state.
If this tab is used to register a new record, both employee and stamp id can be selected from available Lists of Values.

If necessary, right-click on the selected row for menu invoking and click:

• Details to open the Document Details window,
• Finish to close the selected document,
• Cancel Finish to bring the selected document back to Preparation state.

Activity Diagrams

[Defined Document Registration]
[Defined Document Finishing]
[Defined Document Removal]
[Defined Document Finish Cancellation]

Activities

For the description of each Activity, follow the Activity Diagrams.