Document editing occurs via the Edit button in the file of a specific document.
Note the following conditions:
1. There are separate editing rights for each document type. You must be given permissions to edit.
For example:
If a user wants to edit an Invoice, they must have the following permissions:
- Be able to see the office from which the invoice was issued. These permissions are granted by Administration > Settings > Company and Office at the user level.
- Be able to work with the office from which the invoice was issued. These permissions are granted by Administration > Settings > Company and Office at the user level.
- To be able to see the Invoice document. These permissions are granted by Administration > Settings > Administration documents at the role level.
- Be able to edit Invoice. These permissions are granted by Administration > Settings > Administration documents at the role level.
2. If a document is already linked to other documents in the system, the edit will only change the original document you are editing.
For example:
You want to edit Invoice 0000000001.
Invoice 0000000001 has been paid in cash by COD 0000000002. If you edit the invoice, this will not affect the payment and it will remain the same.
3. If a document is already linked to other documents, there are cases where redaction is not possible before the link between them is removed.
For example:
You want to edit Invoice 0000000001.
Invoice 0000000001 was issued under sale SO0000004. To edit, you need to “unlink” (remove) the link between the invoice and the sale.
Note what is written in point 2. When editing the invoice, even if you restore the link between it and the sale, this will not change the linked documents and there may be differences. To make them the same, you need to edit the other documents.