Diaries are tracking alarm of the transaction, like expiry, Past overdue, claim payment, Post booking and revolving etc.
Doka incorporates a Powerful diary system which is updated automatically during processing a business transaction but can also be edited via manual entries. During the daily use of the system, the diary system is running virtually unnoticed in the background. New diary entries can be added in various situations in a business transaction, for example
- Automatically during processing a business transaction
- Manual entries
- Contract overview panel
- Business Transaction
- Static Data-Maintain Diary Entries
The user who has been defined as “Responsible User” in a business transaction is the responsible user of a diary entry associated to this transaction. The diary entries are then automatically displayed for the responsible user or to all members of the “responsible user group”, when the diary entry is due. By picking up a specific diary the following business transaction is started.
How to view Diaries
- via the contract overview panel/XXXSEL transaction, by clicking the
- via the diary selection diary selection in the menu
- via the data in the menu Maintaining diary entries (Info)-DBIDIA
- Storing diaries
Create - A new diary record is generated when creating a diary.
Replace - When replacing an entry, an existing entry is replaced with entry with the description.
Completed- The diary is set to done .
Do not automatically set to Done- The checkbox can be set any time during lifecycle of the contract. When set diaries will not close automatically when the contract is closed.
Maintaining Diary Entries
The following transactions can be started from here by clicking the icons in the list below for:
- Adding a Diary
- Modifying Diary
- Deleting Diary
- printing diary(ies).
- creating Diary List
- showing the Version Log of the modifications of the diary(ies).
The version log can be viewed in info transactions (INFxxx) and in maintenance transactions for static data (DBIxxx) by clicking theicon. This displays the different versions of the data record. Changes are indicated in color.
The table below lists the various icons and their functions.
Note: Selecting and displaying the diaries without locks is only possible in DBIDIA. If a diary is added (DBADIA), modified (DBEDIA) or deleted (DBDDIA), the corresponding contracts are locked.