For the creation of collected documents the function "Combine projects" is provided. With that function project documents of the same type and of the same customer can be combined. In practice this is often used to create a collected delivery note out of divers orders or to invoice divers deliveries in one invoice document.

To create a collected document first all related project documents need to be selected and button has to be clicked. In the appearing dialogue the user has to define, which project type should be created and what should happen with the original documents. Additionally the following options are available: 

 

 

Transfer addresses	The combined document can either load the address from the contact record or (if the addresses of the source documents are indetical) also use the addresses from the source documents.
Insert headline per project	With a headline the project items of each original document can be delimited. Per default it is built from the following text with placeholders:   {DocumentNo} from {printedon}, Project: {Project} Also an individual text for headline can be created in the text templates module / section free texts. This text can be built of any free text and project placeholders. This individual text can be chosen in the dialogue of the "combine projects" process.
Take over items	The collected document can contain each single project item of the original documents or it can have one single item for each original document that describes the project volume in general. The content of that combined project item is to be built in the free texts can be selected in the process dialogue.
Insert subtotal per project	A subtotal can close each section of an original document. The default title for this subtotal is simply "Subtotal". Any other individual text could be chosen from free texts.
Add lot sum per project	A lot sum represents the end of the positions of an original project. The lot sum is used, for example, when a combined invoice is created from combined delivery notes and the delivery notes themselves already contain subtotals from the combined orders. The lot sum contains the text "Lot sum" by default, but can also be created individually with placeholders and static text in the free texts.
Keep payments	Transfers any payments from the source documents to the target documents (e.g. deposit payments for various order confirmations are transferred to a combined invoice).

 

These settings can be preconfigured in the program settings.

 

Selection and configuration of a combined project document

  

The combined document is created with the configured headlines and subtotals with its reference to the original documents.

 

Combined delivery note out of 2 order confirmations

 

If an invoice is created from several project documents, it can be written directly as a "combined invoice".

It is then given the identifier "combined invoice", but still runs through the general counter.

An individual project template for the cmbined invoice can be created in the text templates administration.

This must be called "combined invoice".