Corrections, fulfillment, merging, and conversion

Before you start looking for buttons. Correction, fulfillment, merging, and closing the remainder do not currently have an interface; they are available only through the API. The panel has clickable controls for editing, approval, accepting and rejecting, duplicating, printing, working with items, and two icons in the document bar: Create order and Copy as another document type. The rules below still apply; the operations are simply called by an integration or automation, rather than by a person with a mouse.

Step by step

Every operation in the panel starts the same way: open Documents and click a document row. The panel switches to Document details, and an icon bar appears above the document. The icons have no text labels; hover to see their tooltip.

Duplicate

1. Open the document and click the copy icon (tooltip: Duplicate). It is hidden when the type does not allow duplication or you lack permission.
2. Read the Duplicated → # message with the internal number of the new draft.
3. Return to the Documents tab and open the new document to complete its items and approve it.

You can also duplicate without opening a document: the row's ⋮ menu has Duplicate, and selecting several rows shows Duplicate selected.

Convert to another type

1. Open the document and click the icon with the Copy as another document type tooltip.
2. Enter a code or name for the target type in Search.... The list shows active types only.
3. Click a type in the list (or press Enter to select the first one).
4. Wait for Document converted; the panel opens the new document.

Create an order

1. Make sure the document has an assigned customer and at least one item with quantity > 0.
2. Open the document and click the shopping cart icon (tooltip: Create order).
3. Read Order created with its number. The panel takes you to the order list and opens that order.

Correction and fulfillment — through the API

1. Open Settings → Documents → Document types, select the source type, and check Operations. Make sure Corrections (or Fulfillment) is enabled and Correction type code (or Fulfillment type code) contains a type that exists in this company, such as KFS.
2. Check the source document status: correction requires Approved, Fulfilled, or Sent; fulfillment requires Approved or In progress.
3. Call POST /api/documents/list/<id>/correct/ or POST /api/documents/list/<id>/realize/. An empty request body means a full operation.
4. For a partial operation, provide a list of items in the body: {"lines": [{"line_id": 12, "quantity": 5}]}. Quantity is optional; if omitted, the full item quantity is used.
5. Return to the source document in the panel and expand Related documents (click Click to load); the created document appears there.

Call merge with POST /api/documents/list/merge/ and a document_ids list. Close the remaining quantity with POST /api/documents/list/<id>/close-remaining/.

Correction

The type must allow corrections and have a correction type selected. The source document must be Approved, Fulfilled, or Sent.

Ready-made pairs: FS→KFS, FZ→KFZ (advance invoice), PAR→KPAR, FZK→KFZK (purchase invoice), WZ→KWZ, PZ→KPZ.

Note: FZ is an Advance Invoice, while the Purchase Invoice code is FZK. These are separate document types with confusingly similar codes.

• Full — copies all items with quantities reversed and changes the source document's status to Corrected.
• Partial — includes only the selected items and does not change the source status.
• There can be only one active full correction for a document: Document already has a full correction.
• If the type does not allow corrections: Correction is not allowed for this document type.

Fulfillment

Creates an execution document from the document that requests the work. Ready-made chains: ZS→WZ, ZZ→PZ, PRO→FS, OF→ZS.

The source must be Approved or In progress. Fulfillment can be full or partial if the type allows it. The system prevents fulfilling more than the remaining quantity, taking the tolerance set on the type into account.

Refusals say whether the type cannot be fulfilled, does not allow partial fulfillment, or has no items to fulfill.

Close the remainder

If fulfillment was partial and the rest will not arrive, you can close the remaining quantity. This works only for documents that are partially fulfilled and confirmed. Refusal messages give the current fulfillment status and document status.

Merge

Merges multiple documents into one document of a target type. Every condition must be true:

• at least two documents,
• the same type,
• the same business partner,
• the same currency,
• the same company,
• status Approved or Fulfilled,
• the type has merging enabled and a target type selected.

Items are copied without grouping. Source documents are neither cancelled nor changed.

Duplicate

Duplicate creates a new draft of the same type. It is refused if the type does not allow duplication or is inactive.

Convert

Copy as another document type copies the document into another type and leaves a note saying which document it came from. It is refused if no target type is selected, the type cannot be found, it belongs to another company, or it is inactive.

Create an order

Create order creates an order from the document's items. The document must have an assigned customer and at least one item with quantity > 0. The order comment records which document it came from.

It is refused if the document does not belong to the active company, has no assigned customer, or has no items to copy.

It also works in the other direction: you can create a document of a selected type from an order.