Drafts and attachments
Save a document as a draft and finish it later, delete drafts you no longer need, and keep the vendor's paperwork with the document.
Show the steps for
Save a draft
On any purchasing form, click Save draft instead of the main button. The draft is saved without a number and without approval, and nothing happens to stock or your books.
Drafts appear in the list with Draft in the Number column and the status Draft. Click Drafts above the list to see only drafts.
Finish a draft
- 1Click the draft in the list. It opens in the form with everything you entered.
- 2Make your changes.
- 3Click the main button (Create purchase order, Post receipt, Post invoice or Submit for approval). The document is created with its number and the draft is removed.
Clicking Save draft again saves your changes as a draft.
Delete a draft
Click … at the end of the draft's row, then Delete draft, and confirm. Only drafts can be deleted; a created document cannot.
An AP invoice draft made by Invoice Reader also exists as a draft in SAP. It opens read-only in Voltix, and deleting it here deletes the SAP draft too. A draft that is waiting for SAP's approver cannot be deleted here.
Attachments
When your company uses attachments, you can keep the vendor's quotation, delivery note or bill with the document. Images and PDF files are accepted.
- On a new document: click Attach next to the remarks and pick the files. They are attached when the document is created.
- On an existing document: click … at the end of its row in the list, then Attachments.