Release specification document form
The Release specification document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains Finished production, Inventories, Cost articles, Files tabs. Complete the document header before moving between them.
Related tables use Cost article, Balance, Cost account, Finished nomenclature, Production, Base Amount, Variation, Unit, Base quantity, Basic cost price, Allocated amount, Finished goods account, Coeff., Inventories, Costs, Nomenclature, Batch, Price, Amount, Material account columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Period | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Production department | Yes | Select an available value; the available choices depend on the context already entered. |
| Project | Yes | Select an available value; the available choices depend on the context already entered. |
| Material warehouse | Yes | Select an available value; the available choices depend on the context already entered. |
| Finished goods warehouse | Yes | Select an available value; the available choices depend on the context already entered. |
| Cost article | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Nomenclature | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Variation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Production | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Batch | When required by the form | Select an available value; the available choices depend on the context already entered. |
Automatic values and dependencies
- After an organization is selected, its base currency and available defaults are filled in; incompatible dependent values must be selected again.
- After an item is selected, the available unit, tax, and accounting details are filled into the line.
Validation, saving, and posting
Depending on the form state, Document date, Period, Organization, Production department, Project, Material warehouse, Finished goods warehouse can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting makes the approved specification available to production documents.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
No dedicated print form is configured for this module.