---
title: "Documents' conversion - Parameters"
canonical: "https://wiki.soft1.eu/space/SS5EN/583172097/Documents'%20conversion%20-%20Parameters"
format: markdown
---
|  |  |  |  |
| --- | --- | --- | --- |
| **<span style="color: #ffffff">Parameter</span>** | **<span style="color: #ffffff">Functionality</span>** | **<span style="color: #ffffff">Available in</span>** | **<span style="color: #ffffff">Example</span>** |
| ### ➡️<span style="color: #ffffff"> Doc Series Parameters </span> |
| **Conversion Data** |
| **<span style="color: #000000">Only from Conversion/flow</span>** | Select<span style="color: #ff991f"> </span>if you wish the specific Series to be available to the user, only upon <span style="color: #000000">the conversion process, </span>rather than for creating the initial document. | <span style="color: #000000">Doc Series →</span><span style="color: #ff991f"> </span>tab:<span style="color: #ff991f"> </span><span style="color: #000000">Conversion data</span><br><span style="color: #000000">(Purchases - Sales - Stock Management)</span> |  |
| **<span style="color: #000000">Converted into</span>** | <span style="color: #000000">Select the Series into which the documents of </span>the specific Series <span style="color: #000000">will be converted. Otherwise, all the available/active Series of the module will be suggested upon conversion.</span> | Doc Series → tab: Conversion data<br>(Purchases - Sales - Stock Management) |  |
| **Special Data** |
| **<span style="color: #000000">Auto conversion: Method / Series</span>** | Set whether, upon creating a document of the specific Series, a conversion into another document will be performed (automatically or with question).<br><span style="color: #000000">💡If you select ‘With question (Yes)’, </span>'*Auto doc conversion? *message will be displayed.<br><span style="color: #000000">Then, select the Series into which the document will be converted. (You can also select a Series you have not set in </span>Conversion Data<span style="color: #36b37e">. </span><br>💡If you wish  to automatically print the new document upon auto conversion, activate ‘Auto print after conversion’, (Sales/Purchases Parameters). Attention: In both the Initial and the New Document’s Series,<span style="color: #000000"> you should have set the Print mode (automatic or with question). </span> | Doc Series → tab: Special data<br>(Purchases - Sales) |  |
| ### ➡️<span style="color: #ffffff"> Doc Type Parameters </span> |
| **PURCHASES - SALES→ Stock→ Group Sets - Services**  
**STOCK MANAGEMENT→ Stock & Commercial Data** |
| **<span style="color: #000000">Auto analysis of item set (from conversion)</span>** | <span style="color: #000000">Set whether upon converting a document </span>including <span style="color: #000000">sets/services, the set will be replaced by its composites in the new document.</span>  
  
<span style="color: #000000">💡Activate the parameter in </span>the final Doc Type.<br><span style="color: #000000">💡Attention! By activating the parameter the Items' Processed quantities (individual or/and sets) will not be updated in the initial document.</span><br>💡The auto analysis works in combination with ‘Analysis of Item Set’ parameter, available in Documents processing job. | <span style="color: #000000">(Purchases - Sales)</span>  
<span style="color: #000000">Types → tab: Stock → Group Sets/Group Sets-Services</span><br><span style="color: #000000">(Stock Management)</span>  
<span style="color: #000000">Types → tab: Stock & Commercial data</span> |  |
| **PURCHASES - SALES → Stock→ Pending, Conversion**  
**STOCK MANAGEMENT→ Stock & Commercial Data** |
| **<span style="color: #000000">Modify item in converted document</span>** | <span style="color: #000000">Set whether items' modification will be </span>permitted<span style="color: #000000"> in </span>converted Documents.<br><span style="color: #000000">💡Activate the parameter in the final doc Type.</span><br><span style="color: #000000">If the check is activated with: </span><br>- <span style="color: #000000">Warning, </span>the message: <span style="color: #000000"> </span>*“Attention! This line has resulted from conversion. Edit?”*<span style="color: #000000"> will be displayed.</span>
- <span style="color: #000000">Prohibition, </span>the message: <span style="color: #000000">“</span>*Attention! This line has resulted**<span style="color: #ff991f"> </span>**from conversion. It cannot be modified” *<span style="color: #000000">will be displayed.</span> | <span style="color: #000000">(Purchases - Sales)</span>  
<span style="color: #000000">Types → tab: Pending, Conversion</span><br><span style="color: #000000">(Stock Management)</span>  
<span style="color: #000000">Types → tab: Stock & Commercial data</span> |  |
| **<span style="color: #000000">Modify line already converted</span>** | <span style="color: #000000">Set whether</span> line modifications will be permitted in converted documents (on item and/or quantity level).<br><span style="color: #000000">If the control is activated with:</span><br>- <span style="color: #000000">Warning, the message: </span>*<span style="color: #000000">‘</span>**Attention! The Doc line has been converted. Edit?*’**<span style="color: #ff5630"> </span>**<span style="color: #000000">will be displayed.</span>
- <span style="color: #000000">Prohibition, the message:</span> '*Attention! The Doc line has been converted. It cannot be modified.'**<span style="color: #000000"> </span>*<span style="color: #000000">will be displayed.</span><br><span style="color: #000000">💡Activate the parameter in the initial document's Type. </span> | <span style="color: #000000">(Purchases - Sales)</span>  
<span style="color: #000000">Types → tab: Pending, Conversion</span><br><span style="color: #000000">(Stock Management)</span>  
<span style="color: #000000">Types → tab: Stock & Commercial data</span> |  |
| **<span style="color: #000000">Exclude lines from pricing policies</span>** | <span style="color: #000000">Activate the parameter if you wish document lines to be excluded from price readjustment based on pricing policies, upon conversion. </span>Otherwise, the prices as set by pricing policies shall be respected/kept.<br><span style="color: #000000">💡Activate the parameter in the final document's Type.</span> | (Purchases - Sales)<br><span style="color: #000000">Types → tab: Pending, Conversion</span> | For example, the item #100 participates in an Οffer issued for a customer on 29.11.2024. Its price is 20 euros, resulting from the application of a pricing policy. Suppose the customer ultimately places an Οrder for the item on 01.12.2024, at which point the price of the item has changed. If you want to keep the price of 20 euros when converting the offer, the parameter 'Exclude lines from pricing policy' must be deactivated in the Doc Type. |
| **<span style="color: #000000">Delete converted / cancelled</span>** | <span style="color: #000000">Set whether deleting a converted or cancelled document will be permitted.</span><br><span style="color: #000000">💡</span>Activate the parameter in the initial document's Type. | <span style="color: #000000">(Purchases - Sales)</span><br><span style="color: #000000">Types → tab: Pending, Conversion</span><br><span style="color: #000000">(Stock Management)</span>  
<span style="color: #000000">Types → tab: Stock & Commercial data</span> |  |
| **SERVICE FOLDERS** |
| **<span style="color: #000000">Modify items after conversion</span>** | <span style="color: #000000">Set in Service Folders' Type, whether modifications to items will be allowed in a folder that has been converted to a document (</span>*<span style="color: #000000">e.g. services, spare parts, services-spare parts</span>*<span style="color: #000000">).</span> | <span style="color: #000000">Service Folders Types</span> |  |
| ###  <span style="color: #ffffff">Jobs Parameters </span>  
<span style="color: #ffffff">(Conversion, Processing, Document Conversion)</span> |
| **<span style="color: #000000">To Series</span>** | <span style="color: #000000"> Select the Document Series into which the initial document will be converted.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- Document Conversion |  |
| **<span style="color: #000000">Date</span>** | <span style="color: #000000">Select the Date of the new document.</span><br><span style="color: #000000">💡</span>Documents dated after the login date or the date you set in the conversion job, cannot be converted. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **DATA MANAGEMENT** |
| **<span style="color: #000000">Maintain prices</span>** | Activate this parameter if you want the new Doc to maintain the Prices as they were set in the initial Doc. Otherwise, the Type parameters of the new Doc will be taken into account (e.g. Uses value).<br>💡 When converting documents with items that have a non-fixed "Relation" between the UoM, the pricing quantity is updated with the quantity of the initial document. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Maintain rates</span>** | <span style="color: #000000">Activate the parameter to keep the currency rates of the initial document in the new one.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Maintain expenses</span>** | <span style="color: #000000">Activate the parameter to transfer the </span>[<span style="color: #000000">expenses </span>](https://wiki.soft1.eu/space/SS5EN/189268695/Expenses+-+Charges)<span style="color: #000000">of the initial document to the new one.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Maintain VAT Rates</span>** | The VAT Status is automatically updated in a document, either by the customer or its Branch. Then, in Stock Items' lines the VAT Rate is updated based on VAT Status selected in the document, or the Rate set on the Item may prevail.<br><span style="color: #000000">Activate the parameter if you wish to maintain the </span>[<span style="color: #000000">VAT - Rates & Status</span>](https://wiki.soft1.eu/space/SS5EN/189268121/V.A.T.+-+Rates+%2526+Status)<span style="color: #000000"> selected in the initial document.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Conversion</span> | For instance, suppose that in an Order Doc you have selected the Branch of a customer with reduced VAT status (13%), while in the Item’s line you have selected VAT Rate 6%. Upon conversion,<br>Maintain VAT status = yes, then reduced VAT status (13%) in the header.<br>- with the Maintain VAT status activated, the new document will maintain the reduced VAT status (13%) in the header.
- with the Maintain VAT status activated, Rate 6% will be suggested in the new document’s line. |
| **<span style="color: #000000">Maintain VAT Status</span>** | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |
| **<span style="color: #000000">Maintain Cash register</span>** | <span style="color: #000000">Activate the parameter, if you wish the Cash register you selected  in the initial document, to be maintained in the new one. Otherwise, the Cash register of the Branch in new document will be suggested.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Maintain delivery data</span>** | <span style="color: #000000">The initial document includes Delivery and Transfer data (</span>*<span style="color: #000000">e.g. Shipping, Carrier</span>*<span style="color: #000000">), which are either automatically filled in upon selecting the</span><span style="color: #ff5630"> </span>trading party<span style="color: #ff5630"> </span><span style="color: #000000">in the document or they have been set by the user. Upon the conversion, these data are automatically transferred to the new document.</span><br><span style="color: #000000">In case you have manually deleted some of these data in the initial document, </span>activating this parameter will preserve the fields that were left blank in the new document.<span style="color: #000000"> Otherwise, they will be updated with the </span>delivery data <span style="color: #000000">set for the trading party (or </span>its <span style="color: #000000">Branch).</span><br><span style="color: #000000">💡 </span>Triangular transaction data are excluded. For example, if the "Invoiced to" field in the initial document is filled-in , then in the new document, the delivery data will be updated with the prices<span style="color: #ff991f"> </span>set for this trader. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Maintain Shipping purpose</span>** | <span style="color: #000000">Activate the parameter to transfer the Shipping purpose of the initial document to the new one. Otherwise, the Shipping purpose of new document's Type will be suggested.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **Maintain shipment start date** | *For future use: *  
Activate the parameter to maintain shipment start date of the initial document in the new one. | - Conversion
- Document Conversion |  |
| **<span style="color: #000000">Cancel triangular</span>** | <span style="color: #000000">The parameter refers to Triangular Transactions management.</span><br>In brief, if the 'Triangular' transaction procedure is activated in the<u> initial document</u> and trading parties of triangular transactions have been set:<br>Activate the ‘Cancel triangular’ option if you wish:<br>1. <span style="color: #000000">the main trading party of the initial document to be suggested in the new one,</span>
2. <span style="color: #000000">to deactivate the ‘Triangular’ transaction </span>procedure <span style="color: #000000">in the new document.</span><br>Otherwise, depending on the new document’s type, the Οther trading parties are used where applicable ('Invoiced to', etc). | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> | For instance, suppose that in an order from customer A, you have set customer B in the 'Invoiced to' field →   Triangular transactions area.  
Upon conversion to a sales invoice, if ‘Cancel triangular’ parameter:<br>- is activated, customer A will be suggested as the main trading party of the new document.
- is deactivated, customer B will be suggested as the main trading party of the new document. |
| **Maintain payment terms in triangular transactions** | Activate the parameter so that the payment terms of the initial document are maintained in the new one during document conversion involving a triangular transaction. Otherwise, the payment terms set in the trading party or branch of the triangular transaction will be used. | - Conversion
- Document Conversion |  |
| **Maintain route on triangular transactions** | Activate the parameter so that the route of the initial document is maintained in the new one during document conversion involving a triangular transaction. Otherwise, the route set in the trading party or branch of the triangular transaction will be used. | - Conversion
- Document Conversion |  |
| **Maintain delivery data in triangular transactions** | Activate the parameter so that the delivery data of the initial document is maintained in the new one during document conversion involving a triangular transaction (Country of delivery, prefecture, address, zip, area, city, priority, shipment, carrier, transport. means, vehicle No.).<span style="color: #ff991f"> </span>Otherwise, the delivery data of the trading party or branch of the triangular transaction will be used. | - Conversion
- Document Conversion |  |
| **Transfer Doc remarks** | <span style="color: #000000">Activate the parameter to transfer the initial document’s remarks to the new one.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Transfer Project</span>** | <span style="color: #000000">Activate the parameter to transfer </span>the Project which was set in the initial document (in the header and/or lines) to the new one. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Use Associated code</span>** | <span style="color: #000000">Activate the parameter, so that the Items set as </span>[<span style="color: #000000">Associated codes</span>](https://wiki.soft1.eu/space/SS5EN/189268848/Associated+Item+Codes)<span style="color: #000000"> to the initial document’s Items, will be suggested to the new one.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Autoreplace Empty Containers (based on Type)</span>** | <span style="color: #000000">Activate the parameter to perform </span>Empty containers analysis in the new document, based on its Type setup. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Set Branch, W/h (based on Series)</span>** | Activate the parameter, so that the Branch and the W/H of the<span style="color: #ff991f"> </span>new document’s Series<span style="color: #ff991f"> </span>will be suggested in the new one<span style="color: #ff991f"> </span>(in the header and the lines).<br>If you do not activate the parameter, the following will be suggested in the new document (header and lines):<br>- the login Branch and,
- the W/H of the initial document (given that this W/H is set in the login Branch). Otherwise, the first W/H which is set in the Branch will be selected. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **Transfer Branch 2, WH 2** | Activate the parameter, so that ‘Branch 2’ and ‘WH 2' are transferred to the new document, regardless of weather there is intra-company transaction in the new document’s type (Inventory transaction).<br>Therefore, transfer of Branch 2 and WH 2 will be performed if:  
a) This flag is set to 'Yes' **or**  
b) There is internal transfer in the new document’s type (Inventory transaction).<br>> ℹ️ “Set Branch, W/h (based on Series)**”** and “Transfer Branch 2, WH 2” parameters operate in opposite ways, i.e. when one is selected, the other is deactivated. The first one maintains the default Branch., W.H., Branch 2 and WH 2 suggested by the new doc’s Series, in the new doc. The second parameter transfers the initial doc's Branch 2 and WH 2 to the new one regardless of intra-company transaction. | - Conversion
- Document Conversion |  |
| **<span style="color: #000000">Only items with balance</span>** | <span style="color: #000000">By selecting:</span><br>**<span style="color: #000000">Yes</span>**<span style="color: #000000">: Only Items with Balance in the W/h will be transferred to the new document.</span><br>**<span style="color: #000000">No</span>**<span style="color: #000000">: Items with no Balance will also be transferred to the new document.</span><br>**<span style="color: #000000">Update Qty based on Balance</span>**<span style="color: #000000">: Items with Balance will be transferred to the new document. If the balance of some items is insufficient to cover the quantity of the initial document, the item’s balance will be automatically suggested in the new document.</span><br><span style="color: #000000">💡 This parameter also takes into consideration the Balance based on the Items’ variations (e.g. color, size).</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **NEW VALUES** |
| **<span style="color: #000000">New Document Status</span>**<br>**<span style="color: #000000">initial document status</span>** | <span style="color: #000000">Set the values that will update the Status (FINSTATES) of the new or/and the initial document, respectively.</span> | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Processing</span> |  |
| **<span style="color: #000000">Route, Delivery date, Transport. means, Carrier</span>** | Upon conversion, Route, Delivery date, Transport. means, Shipping method and Carrier are transferred from the initial document to the new one.<br>In the conversion dialogue, set for all the above data, the new values for the final Doc.<br>Additionally, you can set the date for the ‘Start sending’, as it is not automatically transferred from the initial Doc to the final one. | - <span style="color: #000000">Conversion</span>
- <span style="color: #000000">Document Conversion</span> |  |
| **<span style="color: #000000">Start sending, Shipping method</span>** | - <span style="color: #000000">Conversion</span> |  |
| **SORTING / GROUPING** |
| **<span style="color: #000000">Grouping</span>** | If you have selected the conversion of multiple Docs, set the combination of data from the initial Docs, based on which the new Docs. will be grouped.<br>These data are Behavior, Back order, Tr. party, Currency and Tr. party Branch or Salesperson. | <span style="color: #000000">Conversion</span><br><span style="color: #000000">Document Processing</span><br><span style="color: #000000">Document Conversion</span> | <span style="color: #000000">For example, suppose you want to convert two orders from the same customer into a single </span>DN - <span style="color: #000000">sales invoice. The orders are from different Branches of the customer. By selecting the following options on the conversion’s screen:</span><br>- **Per Behavior, Backorder, Tr. party and Currency:** a sales invoice will be created and the suggested Branch will be the one from the order that was submitted first. There will be no merging of similar codes in the new Doc, even if this is provided by the Doc Type. This is because in the initial Doc, the fields related to [Pending (Quantities)](https://wiki.soft1.eu/space/SS5EN/459177985/Outstanding+stock+quantities+-+Create+pending) are updated per line (e.g. Executed, Not processed, Reserved W/H).
- **Per Behavior, Backorder, Tr. party, Currency and Tr. party branch: **two sales invoices will be created, one for each Branch.
- **<span style="color: #000000">One to one: </span>**<span style="color: #000000">two sales invoices will be created, without considering grouping data.</span> |
| **<span style="color: #000000">Sort by</span>** | If you have selected conversion of more than one Docs, set the data based on which the new Docs will be sorted. These data are Code (Trading partner), Trading party name, Carrier, Route, Transport. means. | <span style="color: #000000">Conversion</span><br><span style="color: #000000">Document Processing</span> | <span style="color: #000000">For instance, suppose you want to convert 3 orders.</span><br>- <span style="color: #000000">The first order was created on 28.11.2022 and will be delivered by Transport. means A.</span>
- <span style="color: #000000">The second order was created on 28.11.2022 and will be delivered by Transport. means B.</span>
- <span style="color: #000000">The third order was created on 29.11.2022 and will be delivered by Transport. means A.</span><br><span style="color: #000000">By selecting Sort by Transport. means, the documents to be delivered by transport. means A will be created first, followed by the document to be delivered by transport. means B.</span> |
| **<span style="color: #000000">Extra data</span>** | <span style="color: #000000">Set in Conversion’s Extra Data:</span><br>- **<span style="color: #000000">Grouping fields: </span>**the fields you set at this point, prevail over the grouping fields you set on the home page of the conversion dialogue. This option only applies to fields in the header. For instance, suppose you want to convert two orders from different Branches of the same customer into a single sales invoice, and you have selected Grouping 'By Behavior, Backorder, Tr. party, Currency and**<span style="color: #000000"> Tr. party branch</span>**'. In the extra data, set the **<span style="color: #000000">TRDR </span>**<span style="color: #000000">value to perform grouping by customer. After conversion, an invoice will be created for the customer (rather than an invoice for each Branch). Namely, grouping will be performed on a customer basis, without considering grouping data. (In the grouping fields you can also set field combinations, using ";" as a separator, e.g. PRIORITY;TRDR , FINDOC;SERIES etc.)</span><br>- **<span style="color: #000000">Lines filter:</span>**<span style="color: #000000"> this option refers to the fields of the lines. The syntax at this point is: L.PRICE>1000 where L is the alias of the query being executed. In this example, only the lines of the initial Doc that have a Value greater than 1000 EUR will be converted. (It serves cases of partial conversion based on criteria.)</span> | <span style="color: #000000">Conversion</span><br><span style="color: #000000">Document Processing</span> |  |
| **<span style="color: #000000">Process</span>** | Select whether upon conversion, the new documents:<br>- Will be displayed **on the screen **before they are saved, with the option to modify details.
- Will be **Mass **saved, meaning there will be no preview.<br>💡 By selecting Mass, the option to **Print documents** is activated in a button, which you can utilize after the conversion is completed. | <span style="color: #000000">Conversion</span><br><span style="color: #000000">Document Processing</span> |  |
| **DOCUMENT PROCESSING - DATA MANAGEMENT** |
| **<span style="color: #000000">Transfer Lot</span>** | <span style="color: #000000">Activate this parameter, if you want the </span>[<span style="color: #000000">Lot</span>](https://wiki.soft1.eu/space/SS5EN/189268901/Lots+-+Creation+&+Management) Code set in the initial document <span style="color: #000000">to be suggested in the new on (Item’s line).</span> | <span style="color: #000000">Document Processing</span> |  |
| **<span style="color: #000000">Analysis of Item Set</span>** | <span style="color: #000000">If in the lines of the initial document you have selected an item set which has not been replaced by its composites, activate the parameter to perform an item set analysis in the new document. </span><br><span style="color: #000000">💡Attention! </span>Ensure that:<br>- Auto replacement of item set (from conversion) is activated in the Type of the new document.
- Merge lines are set to 'None’, in the processing dialogue. | <span style="color: #000000">Document Processing</span> |  |
| **<span style="color: #000000">Only pending</span>** | <span style="color: #000000">Activate the parameter, if you wish only the pending quantities for each item of the initial document to be suggested. Otherwise, the total quantity of the initial document is suggested, even if part of this quantity has already been converted.</span> | <span style="color: #000000">Document Processing</span> | For instance, suppose an order consists of 5 pieces of an item, and 2 of them have been converted into a DN - sales invoice. Upon Processing the order, by activating the Only pending flag, quantity 3 for the item will be suggested to the new document. If you do not activate the parameter, quantity 5 will be suggested. |
| **DOCUMENT PROCESSING → NEW VALUES** |
| **<span style="color: #000000">Coverage of Source Doc</span>** | - <span style="color: #000000">Choose how you wish to update the </span><span style="color: #000000">[pending quantities](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/463765505)</span><span style="color: #000000"> (Cancelled, Not processed) in the initial document. For instance, suppose you want to process an order. By selecting in the 'Coverage of Source Doc' field: </span>
- **<span style="color: #000000">No action: </span>**<span style="color: #000000">does not make any change to the pending quantities of the initial document. </span>
- **<span style="color: #000000">Total revocation of pending:</span>**<span style="color: #000000"> in the initial document’s line, the Cancelled field is updated with the total of the</span><span style="color: #ff5630"> </span>Not processed quantity<span style="color: #000000"> (e.g. if a partial conversion has been completed, the field with the quantity that has not been converted is updated. At the same time, the same quantity is removed from the Not processed.</span>
- **<span style="color: #000000">Partial revoking of pending Status:</span>**<span style="color: #000000"> in the initial document’s line, the Cancelled field is updated with the Quantity of the new document. At the same time, the same quantity is removed from the Not processed. </span>
- **Delete pending: **in the initial document’s line, the Quantity which is set (and now is included) in the new Doc, is updated (i. e.  removed).  In case of a partial deletion, the ‘Not processed’ field in the initial document’s line is updated with the remaining quantity.  In addition, the lines of the initial documents that have been fully processed are deleted.  When all lines are fully processed, the initial Doc is deleted from SOFT1 ERP. | <span style="color: #000000">Document Processing</span> |  |
| **DOCUMENT PROCESSING → GROUPING / SORTING** |
| **<span style="color: #000000">Merge lines</span>** | <span style="color: #000000">Set whether in the new Doc there will be a merging of the same line codes. For example, suppose you want to process two orders from the same customer, involving the same item, in a Delivery Note (DN) - sales invoice. By selecting in the “Merge lines” field:</span><br>- **<span style="color: #000000">None: </span>**<span style="color: #000000">a sales invoice will be created, and the item will participate in two lines, with each line showing the quantity of each order.</span>
- **Per item code:** a sales invoice will be created with the total quantity of the item on one line.
- **Per item code, then per bin: **if both orders have the same W/H, a sales invoice will be created with the total quantity of the item on one line. (Otherwise, one sales invoice will be created, while the item will appear on two lines, with each line showing the quantity of each order. In the header of the document, the first W/H which has been set to the Branch is suggested, while in the item lines, the W/H of the item's order is filled per line. 💡*If a W/H has been set to the new document’s Line, this W/H will be proposed both in the header and in the lines of the Doc).*
- **<span style="color: #000000">Per item code, Type: </span>**<span style="color: #000000">if a different Type has been set in the item line details of the orders (</span>*<span style="color: #000000">e.g. Normal, Warranty, Gift</span>*<span style="color: #000000">), a sales invoice will be created, while the item will participate in two lines, with each line showing the quantity of each order.</span>
- **Per Item code, Type, Warehouse:** a sales invoice will be created with merged lines, only if both orders overlap in terms of the Item Code, Type and W/H in the item line details. | <span style="color: #000000">Document Processing</span> |  |