Archive and classification settings on document types

For specific document types, you can determine Archive and Classification, where the selected document type will be stored.

By doing so, the documents in Storage or "pantry" will be suitably placed in the corresponding "wardrobe" and "binder".
Settings are edited in the Document Types register.

Warning Aside from Archive and Classification, issue documents also need certain settings defined in the Transaction type field.

CASE SUMMARY After creating the Project documentation for tent assembly Archive, the person responsible in the Tecta company, on issue documents for assembly sets the newly created Archive, selects the corresponding classification and Transaction type. Selecting the Archive on document type Determining the classification on document type Determining the transaction type

1. Selecting the Archive on document type

The person responsible wants to set the archive on issue document type.

The person responsible selects Settings | Program | Document Types from the menu.

The Document Types register opens, where the person responsible selects the Goods | Issue panel.

In the search field, the person responsible clicks the button, and the search engine finds the desired document type: 3603 – Invoice for Logistic Assembly – EU Coun. The person responsible selects the document type.

For issue invoices for assembly EU, the person responsible wants to arrange suitable placement into the previously created Archive.

To do so, in the Archive field, the person responsible selects the purpose archive: PROJ Project documentation for tent assembly from the drop-down menu.

The person responsible sets suitable default classifications for invoices for assembly EU.

2. Determining the classification on document type

In the Classification field, the person responsible selects the desired classification from the drop-down list.

In this case: 5531 - Project documents montage EU that was previously created.

Next, the person responsible sets the transaction type.

3. Determining the transaction type

On the Goods tab, the person responsible selects the Advanced Settings tab, where the default transaction type can be set.

By doing this, the person responsible avoids selecting the transaction type every time an invoice is issued separately.

Warning The settings in the Transaction type field, in the Goods tab and Advanced Settings, can only be set for issue documents.

In the Transaction type field, the person responsible sets the business type with the customer according to company needs from the drop-down list: P1 - Charging for goods and services on the grounds of order issued on the grounds of the contract.

HINT By double-clicking the Transaction type field, the Transaction types register is opened. In the case of an empty register, transaction types can be downloaded via Web Service.

The changes are saved when the person responsible clicks the (Post edit) button.