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How To Create Documents

Learn how to create documents using two different methods.

M
Written by Mandy Cox
Updated this week

There are two ways you can create a document:

  • from the Transactions tab

  • from an Order


Creating Documents from the Transactions Tab

Use Create New in the Transactions tab to create return documents for any open Orders or to create a document.

You will be prompted to select your Trading Partner, the Document Type you want to create, the Purchase Order to Source from, and your preferred creation method—either Auto Fill or User Entry.

Retain Sort Order from Transactions

When using the Transactions tab in Fulfillment, you can filter and sort documents by date range, sort order (newest to oldest or vice versa), and other criteria.

If you want these same filters to apply when selecting Source Documents while creating a new document, simply check the Retain Sort Order from Transactions box. This ensures the source documents shown match the criteria you previously set in the Transactions tab.


Creating Documents from an Order

First, use the search bar in the Transactions tab to locate the Order you want to source a new document from. Once you've opened the Order, you can create a return document in one of two ways: by clicking the Create New icon in the top-right corner of the page, or by using the Workflow.

  1. Use the Create New icon, located at the top of the Order.

  2. To the right of the Order, locate the Workflow. Select New in the Workflow under the return document you wish to create. 

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