| ID |
The 3-character ID of the document type. |
| Short Name |
The optional short name of the document type (used in overviews). |
| Name |
The name of the document type as it appears in menus. |
| Record Only |
If checked, the document type will be visible in the menu and you will be able to create new documents in this document type, but it will not be available for automatic posting, will not be included in the warehouse card and some reports.
In case documents for this type already exist and we want to check this switch, an error apears:
|
| Change Clerk |
(visible only if Change Clerk on Documents is set to Set at Document Type in Administration Panel | Settings | Program Parameters | Company | General)
If checked, the Clerk can be changed on documents of this document type. |
| Note |
The note for this document type, for example a description on its intended use. |
| Default Note |
The note that should appear in all newly created documents of this document type. |
| Issuer |
The default issuer (issuing warehouse) for this document type. |
| (Issuer Label) |
The custom label of the issuer that appears in the Lines tab of documents of this document type. |
| Consignee |
The default consignee (receiving warehouse) for this document type. |
| (Consignee Label) |
The custom label of the consignee that appears in the header of documents of this document type. |
| Department |
The default department for this document type. |
| Document 1 |
The label of linked document 1 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents. |
| Document 2 |
The label of linked document 2 that appears in the header of documents of this document type. If this is left blank the relevant field is not visible on documents. |
| (Checkboxes next to the above fields) |
If the checkbox next to one of the fields is checked it means that the input of this information on the document is mandatory. If such an information is not provided, a warning is returned.
Two examples:
Department must be specified
Linked document must be specified |
| Allow Qty = 0, Value <> 0 |
If checked, only the value of items may be transferred between warehouses without changing quantity. Such a transfer decreases the stock value at the issuing warehouse and increases it at the receiving warehouse. |
| Check Min. Stock |
If checked, a message will warn the user when the stock at the issuing warehouse falls below minimum stock (see Stock has fallen below minimum). Minimum stock for items is specified in the Stock panel of the Items register. |
| Only Active Items can be Selected |
If checked, only items that are set as Active in the item header will be available for selection on documents. |
| Save Item Sale Price to Register |
If checked, the sale price (in the pricing tab) of an item is saved to the Items register.
For receipts to warehouses that value stock at retail prices and where prices are changed via price change documents, this option must not be enabled. |
| Auto-Assign S/N |
If checked, serial numbers will be automatically assigned to items. |
| Approve Document on Report |
If checked, documents of this document type will be approved as soon as any report is generated for them (invoice, packing slip, etc.). This way, you can prevent subsequent editing of documents that have already been printed (in combination with proper authorizations). |
| Mandatory Cost Center Input |
If checked, the cost center on documents of this document types must be specified. If no cost center is specified, a warning will appear (see Cost center must be specified). |
| Allow Changing Item Description |
If checked, the description of items can be changed freely in document lines. |
| Enable Boxes Iss. Dept. and Issuing Cost. Ctr. |
If checked, two additional fields appear in the header of transfer documents:
Issuing Department and Issuing Cost Ctr..
When posting a transfer document that has these two specified: the issuing side uses the department and cost center from the header, while the receiving side uses the department and cost center from document lines
 |
If this option is checked, the field Issuing Department becomes available. |
|
| Post at Sale Price |
(available only if Enable Boxes Iss. Dept. and Issuing Cost Ctr. is enabled)
If checked, revenue/expense is posted along with material consumption with the formula: sale_price - valuation_price_from_transfer_document_line.
Accounts must be set up properly for this to work (see Posting at Sale Price). |
| Check Price and Quantity in Line |
If checked, a message will warn the user if a newly entered document line has no price and/or quantity specified.
Work can be resumed normally despite the warning. |
| Disable Changing Issuing Warehouse |
If checked, the issuing warehouse on documents of this document types will be locked to the default issuing warehouse set for this document type. |
| Disable Changing Receiving Warehouse |
If checked, the receiving warehouse on documents of this document types will be locked to the default receiving warehouse set for this document type. |