Average salary entering document form
The Average salary entering 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 General Information, Files tabs. Complete the document header before moving between them.
Related tables use Period, Accrued Income Common For Holiday Pay, Accrued Income Common For Sick Pay, Working Days Completed, Hours Worked, Number Of Calendar Days In The Period, Number Of Days Without Salary Retention, The Upper Limit Of Accrued Income For Calculating Sick Leave Payments 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. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Period from | Yes | Enter the required date, period, or time. |
| Period to | Yes | Enter the required date, period, or time. |
| Employee | Yes | Select an available value; the available choices depend on the context already entered. |
| Position | Yes | Select an available value; the available choices depend on the context already entered. |
| Department | Yes | Select an available value; the available choices depend on the context already entered. |
| Project | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Staff Number | Yes | Enter the value from the source document or the approved transaction terms. |
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 a partner is selected, available contracts and settlement details are refreshed.
- Employee, position, and department selections are limited by the organization, date, and current HR status.
Validation, saving, and posting
Depending on the form state, Document date, Organization, Period from, Period to, Employee, Position, Department, Staff Number 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 registers the source data used by subsequent average-pay calculations.
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.