Purchase journal details

Checking the record and its state

First verify that the title, identifier and active company or account match the record you intended to open. Read status information before editing: it determines which actions are available and whether the record can still change. Buttons can be disabled or absent because processing is underway, the state no longer permits the action, or your user lacks the required permission.

After an action, wait for the page to reload and confirm the new status instead of immediately repeating it. If an error appears, keep the record open and use the message to decide whether input must be corrected or the page should be refreshed. Return to the overview to confirm that searches, totals and status filters reflect the change.

Manage one purchase journal. Journal number is required and identifies it; Description explains its purpose. System information shows creation and last modification.

After a change, Cancel restores loaded values and Save stores them. With no pending changes, a non-default journal can be made Default or Deleted after double confirmation. These actions are absent for the current default journal.

Effects of changes

Changing number or description changes future recognition in lists and selections. New numbering settings affect future numbers; existing invoice and credit-note numbers remain unchanged.

Default runs immediately when the form is clean and replaces the previous default. Delete uses double confirmation and is permanent.

When a field changes, Default and Delete disappear until Save or Cancel. On load failure, verify that the journal still exists in the active administration.

Frequently asked questions

Default is absent when already default or when changes are pending. Deletion can fail for default or linked journals.