How to customize the documents' works?

To customize works in documents, there are 4 columns in the grids for the different editors (sales, purchases, stock and current accounts) that match the Work, Specialty, Activity Class and Category, that must be filled in.

To customize a work, follow these steps:

1. Access Marketing & Sales | Sales | Documents;
2. Create or edit a document;
3. On the mentioned columns, specify the necessary characteristics for a later analysis of the costs associated to the work;
4. Click Save.

Note: This operation is applicable to the sales editor.

With the exception of the Cash Management documents editor, when the second row on the document details is filled in, the work and the remaining characteristics are inherited from the previous row. It is, however, possible to change these fields.

If the columns are not present on the editors, you can include them using the editors configuration.