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Moderation and validation
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Practical example
Primești o factură de consumabile și ai de pregătit o ofertă. Factura se încarcă prin Adaugă documente și se verifică în Validare sau Moderare. Oferta se creează din Instrumente → Documente tipizate → Modele documente. Cele două trasee au rezultate diferite: unul păstrează documentul furnizorului, celălalt pregătește un document al firmei tale.
Frequently asked questions and solutions
I uploaded a document. Why are its details not ready to use yet?
Check the upload result and Document validation list. If details need completing, open Moderate, compare the fields with the original, correct them and wait for saving to finish. Confirm accuracy and approve only after checking. Uploading the file does not replace checking its details.
The same invoice appears twice. How do I avoid duplicate records?
Compare the supplier, number, date, currency and total, then preview the originals. Keep the complete document and check approval and linked operations before removing the copy. Two files of the same invoice do not justify two purchases.