This page lets you access and manage the journal of the inventory control documents. On this page, you can create or delete documents, and filter the journal by specified criteria.

View Journal of Documents

To view a list of registered documents

  • In the left pane of Back Office Management console, expand the Documents node, and then click Journal.
    This displays a list of documents (in a chronological order) similar to the following screen:

Sort and Filter the Journal of Documents

To sort or filter the documents list by specific criteria, do the following:

  • To sort the list by a column value, click that column.
  • To display only documents (acts) of a particular type, select that type from the Act list.
  • To display only documents that concerns a particular store (location) or vendor, on the upper menu bar select the location or vendor from the Location or Vendor list, respectively.
  • Using the Period list, specify the last period to display information for (such as Last monthThis monthLast year, or Custom period).

Using the Journal of Documents

YumaPOS Journal of Documents allows you to perform the following operations with documents:

  • View the document content.
  • Apply or unapply the accounting transactions associated with documents.
  • Delete documents.
  • Restore previously deleted documents.
  • Create new documents.

View a Document Content

To view a document content, in the Number column, click the document number. For detailed information on formats of YumaPOS inventory documents, see topics in Acts of Inventory Operations.

Applying and Unapllying Documents

Back Office Management console lets you apply or unapply either a separate document or group of documents starting from specified date. To perform those operations, use the following icons available on the Journal page:

  • — click to unapply selected document.
  • — click to aplly selected document.
  •   — click to aplly all documents starting from a specified date.
  •   —click to unaplly all documents starting from current date down to a specified previous date.

For more information, see Applying and Unapplying Documents .

Delete a Document

You can delete any document except the documents of the Sale type.

IMPORTANT: You can delete only unapplied documents. To delete an applied document, unapply it first. Those documents are marked by  in the Actions column.

To delete a document

  • Click  next to the document to delete.

Restore Deleted Documents

To restore previously deleted documents

  1. On the Documents page click the Archive button.
    This opens a list of deleted documents similar to the following screen:
  2. Find a document to restore, and then click  next to that document.
  3. To return to the Documents list, click Journal.

Create New Document

To create new document, use buttons on the upper menu bar:

To create new document

  • Click the button that corresponds to a type of document to create, and then complete the document creation form that opens.

For detailed information on how to complete the forms for creation of different documents, see Acts of Inventory Operations.

See also