Planning
Define the document type for planning by entering the following:
| ID |
3-digit alphanumeric ID of the document type. |
| Name |
A descriptive name of the document type. |
| Short name |
Short name according to your choice of the document type, which is reported in some overviews. |
| Record Only |
If checked, you keep the document type and you see it in the main menu, but you have no access to some additional functions. |
| Group |
Grouping of document types in the menu. |
| Classification |
For assigining classification to individual document type. |
For example of use, see Planning.