Create for Supplier Filing

Last modified 10:54, 7 Oct 2014

To create documents for the Supplier Filing library you need to either be in a supplier record or have a supplier selected on the Find Suppliers window. Click Create Document in the CCH Document section of the Task Bar to open the Create Document window.

Step 1 of 2  Add filing detailsEdit section

window_CreateDocument1_Supplier.png

Field

Note

Filing Details

Library

The library that the document will be filed to.

Defaults to Supplier – not editable.

Template

The template that will be used to create the document.

Defaults to last selected template. Click on button_Dropdown.png to list the most recently used, or button_Ellipses.png to open the Find Templates window.

File name

Defaults to the file name from the selected template, but can be changed.

Assignment

Disabled. Not applicable for supplier filing.

Job

Disabled. Not applicable for supplier filing.

Type

This will be automatically populated based on the selected template.

Use the dropdown selector if you want to change this type.

Description

A free format text box. The description can help you identify the document.

The dropdown list recalls the last 10 descriptions used.

Extra Will be enabled if the Type selected has extra fields associated to hold additional document tagging information.

Action

Type

Will default to Task or Workflow based on whether you have CCH Workflow activated or not.

Employee

Only applicable where the Type is Task. Select the employee that the task is being assigned to. Click on button_Dropdown.png to list the most recently used, or button_Ellipses.png to open the Find Employees window.

Action

Only applicable where the Type is Task. Select the appropriate task action.

Comment

Only applicable where the Type is Task. An optional text field.

Workflow

Only applicable where the Type is Workflow. Entries are based on any preset defaults and your permissions as a user.

 

Step 2 of 2  Add mailing detailsEdit section

window_CreateDocument2_Supplier.png

Field

Note

Addressing information

To

Defaults to the supplier that the document relates to. You can change this and select an associated contact.

FAO

Only enabled if To is changed. Use to select the contact within an associated company that the letter is directed at.

Use related contact's address

Only enabled if To is changed and will default to checked. Uncheck the box to use the original contact's address.

Address

Use to select which address to use where there is more than one associated with the contact in the To field.

From

Defaults to the logged in user. To change this use the button_Ellipses.png button.

Preview/edit letter information (these fields are all editable)

FAO Mailing Name

Only applicable if there is an entry in the FAO field. Will default to the mailing name of that contact.

Mailing Name

Defaults to the mailing name of the contact in the To field.

Document Date

Defaults to today. Can be edited if for example you are preparing a letter that will be sent at a later date.

Salutation

Defaults to the salutation for the contact in the To field, unless there is an entry in the FAO field.

Heading 1

Blank unless the To field is changed, in which case it will default to the mailing name of the original contact in the To field.

Heading 2 Always defaults to blank. Allows the entry of additional heading/reference information.
Signatory

Select the employee in whose name the letter is being sent. This is for templates where the employee in the From field would not be the actual signatory.

Click on button_Ellipses.png to open the Find Employees window.

Leave document checked out after creation Defaults to selected. This will leave the document open for editing (and checked out) after creation. Untick this box if you want the document to be created, closed and checked in.

 

Related

Creating documents
Documents can be created based on templates. There are various points where you can create a document, these are covered in this section.
Create for Client (and Other Contacts) Filing
Create for Employee Filing
Create for Non-contact Filing
Find Templates
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