Working with documents

A BookSoft document is first created and saved and, when required, posted. Saving records its details; posting runs the rules of the specific document type.

Typical lifecycle

1. Open the list and leave search empty to display all available documents.
2. Create a document and fill its required fields and line items.
3. Save without posting for review, or use the save-and-post action.
4. To correct a posted document, unpost it first when permissions, period, and dependencies allow this.
5. Deletion usually marks a document as deleted; restoration is available only in modules that support it.