Collection document form
The Collection 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 Collection, Files tabs. Complete the document header before moving between them.
Complete all visible lines and totals in the form.
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. |
| Collection.Start Date | Yes | Enter the required date, period, or time. |
| Collection.End Date | Yes | Enter the required date, period, or time. |
| Employee | Yes | 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. |
| 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. |
| Withholding | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Collection.Amount | When required by the form | Enter the numeric value and verify the document totals. |
| Collection.Percent | When required by the form | Enter the numeric value and verify the document totals. |
| Basis | When required by the form | 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, Collection.Start Date, Collection.End Date, Employee, Staff Number, Position, Department 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 deduction for payroll calculation.
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.