How to issue a sales document?

Issuing documents is supported on the series concept set up as issuable and series set up as unissuable.

The feature to issue documents is only possible for source documents created in unissuable series. Issuing a document cancels the original document and creates a new document in the selected issuable series.

To issue a document, follow these steps:

1. In the sales editor, access Context | Issue Document;
2. Define the series set up as issuable where the document will be issued;
3. Specify if you wish to open the editor with the document after issuing (or not).

After issuing a document, all rules inherent to the series set up as issuable. Issuing sales documents is only available for documents of the type Quotation Request, Quotation and Orders.

For the Portuguese market, in the series set up as issuable, the rules defined by the Portuguese Tax Authority are applicable in respect to the software certification and the corresponding document signature.