To create a document using the Document Editor, the system
must be set up to support screen entry for the partner/transaction
set combination you want to enter.
Note: The appropriate Screen Entry translation object must
be registered and a corresponding Outbound relationship must be set
up for the partner.
To create a document, complete the following
steps.
- From the appropriate area of The Desk, select Workspace.
The system displays the Workspace Browser.
- Click New.
The
system displays the Create New Document dialog box.
- Select the appropriate partner/transaction set combination
from the list and click OK.
The
system displays the translation object for the selected combination.
- Type all the required data items into the boxes on the
document translation object.
Note: If the document contains
a looping structure (lower-level detail records such as line items),
the input translation object contains a list.
- To access items in a list, highlight the first entry and
click New.
The system displays
the list box.
- Enter the data for the item.
Notes:
- To enter a second or subsequent item, click Next or
press ALT + T.
- After all loop items are entered, click Store to
save and exit the loop dialog box.
- If the document contains codes, press SHIFT + F1 from
each code field to access a list of the codes.
- If the document contains calculated fields, select File
> Recalculate before saving the document.
The
system updates the totals and checks the document for errors.
- When you are finished entering data, save the file.
The system saves the information and automatically
recalculates and check for errors. If errors are found, you are prompted
to view the errors.
- Select File > Exit.
The
system prompts you to save the document before closing.
Note: You
can now open and edit this document from the Workspace Browser.