How to Use the "Save as Draft"

Modified on Fri, 01 Jun 2018 at 06:00 PM

Save as Draft function allows the user to keep the encoded transaction as a rough sketch before considering as official transaction document.


Create a transaction (sample: Sales Order). Provide all the necessary details as well as the particular items.


Now, in order to Save the transaction as draft, go to the Record Edit section under Edit menu and select the KIV (Keep In View).


Click "Yes" when a message prompt appears.

Provide a Display Name as well as Note. 

Reminder: Specify a descriptive remark to a transaction which you need to save as draft in order for you to be reminded on the content of your transaction. 


In order to check all the created drafts, go to the Draft icon in the status bar.

In the Draft list, you can see all the draft transactions that has been created and all the necessary information such as the creator of the document and what type of document.

To officially save the transaction, you can restore it using the “Restore” function under Records Creation panel.

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