List of document types

The list of document types shows the register of document types that are available in the database. The list of document types in PANTHEON Web Light can be accessed in the module Settings, tab Document type. For a better overview of the list, you can search document types by code, name or business unit. The list also allows you to sort and filter document types by all data, and it enables you to define document fiscalization settings.

This chapter shows how to view and search the list of document types in PANTHEON Web Light.

HINT For more information on document types, see the chapter Document type in the technical guide.

WARNING In PANTHEON Web Light, document types cannot be added or modified. New document types can be added in PANTHEON with an SE, GE, ME or MF license.

CASE SUMMARY The person responsible wants to view the list of document types. In particular, the person responsible wants to check the settings for POS document type in business unit 321. This is done as follows: Selecting the list of document types Using search tools in the list of document types

1. Selecting the list of document types

The person responsible wants to view the list of document types.

To open the list of document types, the person responsible selects the module Settings and the tab Document type.

A list of all available document types is displayed.

2. Using search tools in the list of document types

The person responsible wants to check the settings for the POS document type in business unit 321.

In the field Search in the header of the list of document types, the person responsible enters: pos.

A list of document types containing the entered string "pos" is displayed.

To display only the document types used for business unit 321, the person responsible uses a filter.

The person responsible clicks the column Business unit.

A new window appears, where the person responsible selects the condition Containing from the list of the field Filter by condition and enters "321" in the empty field.

Next, the person responsible clicks the button Submit.

A list of document types for the business unit 321 is displayed, showing only units containing the search string "pos".

Clicking the Code or Document type opens the settings for the document type 3210 – POS BAR.

HINT Clicking the code of a business unit opens the Business units register.

IMPORTANT Localized images for this page have not been generated yet and will be inserted at a later stage.