Document and Data Management
Managing Permissions and Web Views for DocTypes
Overview Effective permission management and web view configuration are critical for maintaining data security while enabling collaboration in iVendNext. This article provides a comprehensive approach to controlling access to your DocTypes and making ...
Displaying Full Addresses in Custom Fields
Overview In iVendNext, addresses are often stored as linked records (e.g., Customer Address), but transactional documents (e.g., Sales Invoices) may only display a truncated reference. This article explains how to fetch and display complete addresses ...
Fetching Data from Linked Masters
Overview In iVendNext, linked masters (e.g., Customers, Items, Contracts) store centralized data that multiple documents reference. Manually re-entering this data wastes time and risks errors. This article explains how to auto-fetch information from ...
Automating Date Fields with Scripts
Overview Manually calculating and entering dates in iVendNext documents is error-prone and time-consuming. With custom scripts, you can automate date fields to: ✔ Auto-set deadlines (e.g., Production Due = Delivery Date - 2 days). ✔ Enforce business ...
Working with Child Tables: Enhancing Data Visibility
Overview Child tables are a powerful feature in iVendNext that allow you to manage multi-row data within a single document—such as line items in a Sales Order or tasks in a Project. However, default settings often limit visibility, showing only a few ...
Fetching Data Across Documents - A Step-by-Step Guide
Overview Avoid manual data entry in iVendNext. Instead of copying details between documents, use field mapping and scripts to auto-fill data accurately. This guide shows you how. You can add Custom Fields using the Customize Form feature in ...
Customizing Document Titles for Better Clarity
Overview Document titles in iVendNext help identify and manage transactions. Default titles like “QUO-0001” lack context, but adding customer names, dates, or codes makes them clearer and more useful. This article shows how to customize them ...
Understanding DocTypes - The Building Blocks of iVendNext
Overview DocTypes are the backbone of iVendNext workflows. They define how data is stored, organized, and shown—whether it's Sales Invoices, Inventory, or Projects. This comprehensive guide will help you: ✔ Understand what DocTypes are and why they ...