General information about document type
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WARNING
Authorizations for Document types are set in PANTHEON. Read more about setting authorizations at this link.
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Clicking on a document number in the Document types register in Settings opens a form with all entered information about a certain document type.
The window has one main section, but is in some cases divided into two sections:
- General information – general information about document type (some fields are not available with certain document types).
1.1. Special feature: Orders/Preliminary Invoices
1.2. Special feature: Travel orders
- Fiscalization
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Code
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3-digit alphanumeric code of the document type, which cannot be changed.
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Record-only
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Enable this toggle field if you want to keep the document type and display it in the main menu, whereby you can still enter new documents, but it is not displayed on the Stock card or in some reports etc.
If documents have already been issued using this doc. type, this toggle field cannot be enabled, and the program issues a message: There are already documents for this document type. Change is not possible.
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Short name
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Short name of the document type, displayed on reports (optional).
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Name
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Descriptive name of the document type.
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| Archive |
Document type based on which the unique document key is created when the document was stored in documentation. |
| Classification |
Default classification for this document type (from the Classification scheme). You can reach the Classification Scheme from PANTHEON. |
| Print settings |
Some doc. types have default settings for printing (e.g. paper width). |
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Default note
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A text to be used by default on all newly created documents based on this document type.
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Default payment method
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Payment method to be used by default for all newly created documents based on this document type.
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| Default payment refund |
Preferred method of payment refund, i.e. how the payment amount at document closure should be distributed. |
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Type
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The modeul/type where this document type belongs (e. g. Wholesale, Issuing etc.).
If the 'Type' field is empty, this document type will not be visible in the program.
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| Enter serial numbers |
- S – One ser. no. is one piece.
- K – One ser. no. is more pieces (batch).
- P – Product Variants (batch)
- E – Compound Serial (one piece)
- O – Compound Serial (batch)
For selected (checkmark) options for serial number tracking, the input of the serial number will be mandatory when entering an order, which means that program will ask for it. This function is particularly useful for order management based on product variants (e.g. clothing sizes etc.).
For unselected (no checkmark) options for serial number tracking, the input of a serial number for the items with this type of serial number tracking will not be required or will not possible.
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| Allow documents with total value of 0 to be issued |
Enable this toggle button if you want that the program checks lines upon entering them and issue a warning if the line has empty fields (or zero value) for Quantity or Price., but that in spite of it, such a document can be issued.
If this field is enabled (colored), the program issues a message: The line has no quantity or price. Check! Then you can still continue your work.
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Check Price and Quantity in Line
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Enable this toggle button if you want to allow automatic program checks and warnings if lines in documents created from this document type have empty Price or Quantity fields or if the total value in line is 0.
If this field is enabled (colored), the program issues a warning: The line is missing Quantity/Price. Please check! But you can still keep working.
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| Appointment calendar |
If this toggle button is enabled (colored), this document type is used for the Appointment calendar. |
All Document types, which are marked as Preliminary Invoices, were modified to include a new toggle button Appointment calendar to define whether this document type is used for Appointment calendar.
If the toggle button is enabled, a mask in the form of a calendar opens when selecting this type of documents within Orders.
When you enable the Appointment calendar toggle button on the document type for orders/offers, a window for POS document type opens.
Here, you can select which document type should be created automatically when using the feature Create invoice.
In document type for travel orders, the General information section shows the field Employee.
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Warning
In the Employee field, you can only select active employees from the dropdown list.
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*This section is localization specific.
This section contains settings for fiscalization, i.e. whether a certain document type requires to be fiscalized or not.
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Fiscalize invoices
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Enable this toggle button if you want the document type to be fiscalized.
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Business premises
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Business premises (from the Business premises register) has to be logged in, otherwise an error will be reported in the fiscalization process..
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Device tag
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An alphanumerical mark of the electronic device – it must not contain zeor characters at the beginning or any special charactgers. Electronic devices are all marked computers (cash registers) through which invoices are issues at business premises.
If two different document types have the same combination of a business premise and electronic device tag, the program issues a message upon saving: Business premises and device combination already exists. are you sure you want to continue? If you confirm, the document type will be saved nonetheless.
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