| ID |
The ID of the document type, up to three characters. |
| Short Name |
The short name of the document type by your choice. It will appear in overviews. |
| Name |
The descriptive name of the document type. |
| Change Clerk |
If you have selected in the Administration panel | Settings | Program Parameters | Company | General in the Change Clerk on Documents section the Set at Document Type option, the Change Clerk checkbox will appear in Document Types settings | Orders panel an you will be able to define:
- if you select the option, you will allow to change the clerk,
- if you do not select the option, you will not allow to change the clerk.
|
| Record Only |
If checked, this document type will be available in the main menu, and you will be able to enter new documents, but you will not be able to use some other function, to create purchase orders, for example, or to appear in certain reports. |
| Classification |
Link classification to a document type. |
| Note |
The note for this document type. For example, a description how it's used. |
| Default Note |
The note that will be offered in new documents of this document type. |
| Customer/Supplier |
The subject that will be offered as customer (in sales orders) or supplier (in purchase orders) in new documents of this document type. This field is usually not specified, but if it is, you have to select a 3rd Party as well. |
| 3rd Party |
The subject that will be offered as the 3rd party (often the carrier or payer) in new documents of this document type. |
(custom field caption)
Customer/Supplier |
To the right of the Customer/Supplier field is another field where you enter the name that will be displayed as the name of the section for entering subjects of sales/purchase order forms.
- Customer/Supplier - It is the name of the field that defines the subject, whose order you are receiving or issuing. After creating an invoice on the basis of the order, this person transfers to Subject account, because of that it is usually the payer (customer) or supplier.
|
(custom field caption)
3rd Party/Carrier |
To the right of the 3rd party field is another field where you enter the name that will be displayed as the name of the section for entering subjects of the sales/purchase order form.
- Carrier - It is the name that will be displayed as the name of the section for entering linked subject, whose order you are receiving or issuing, i.e. final customer or forwarding agent.
|
| Department |
The ID of the department that will by default be entered in the document header. If you check the box to the right of this field you will be required to enter the department, when creating an order. If it is required to select the department and you do not enter it in the order header the program will return an error (see Department must be specified!) |
| Warehouse |
The Warehouse that will be offered in new documents of this document type. |
| Document 1 |
The name of the first linked document. If you check the box on the right side of the field you will be required to enter the document 1 in the order header. If it is required to select the document 1 and you do not enter it in the order header the program will return an error (see Linked document X (YYY) must be specified!) |
| Document 2 |
The name of the first linked document. If you check the box on the right side of the field, you will be required to enter the document 2 in the order header. If it is required to select the document 2 and you do not enter it in the order header the program will return an error (see Linked document X (YYY) must be specified!) |
| (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 |
| Only Active Items can be Selected |
If checked, only active items will be listed and available for selection. |
| Fill Item Cost |
(only in purchase orders) Select the option if you would like the program to fill, when entering new order line, a purchase price of an item. |
| Mandatory Cost Center Input |
Select the option if you would like to require the entry of a cost center. If the option is selected and you do not enter the cost center in the order lines, the program will return an error (see Cost center must be specified!). |
| Allow Making Work Order from Sales Order |
(only in sales orders)
If checked, you will be able to transfer data from sales orders into work orders (the To WO button will be available in sales orders).
Regarding the document type that is used when transferring sales orders to work orders:
  
if a sales order document type is specified, that one is used; otherwise the document type from the Items register is used.
- is a sales order document type is specified, that one is used, including in all sublevels;
- if no sales order document type is specified, and the option Doc. Type for WO Created from Items Register is enabled (in the Administration Panel | Program Parameters | Settings | Manufacturing | General), the document type specified in the Items register is used;
- if no sales order document type is specified, and the option Doc. Type for WO Created from Items Register is disabled.
|
| Transfer note from Items to document position |
If the switch is switched on, then the content of the field acNote from the Set of Item fills the field of the Note on the position of the document. |
| Transactions |
(only for purchase orders)
The document type for transactions in which payments for purchase orders should be created. |
| Cash Receipt |
(only for sales orders)
The document type for cash receipts for any cash payments from this document type. When creating a cash receipt, information from the document type will be used first. However, if information in this field does not exist, it will be used from program parameters (Settings | Program | Administrations Panel | Settings | Program Parameters | Financials | General). |
| Mandatory Serial Number Input |
Check those serial number types for which you want that serial numbers must be entered when creating an order. This is useful mostly for entering products with product variants (e.g. clothes, shoes). For unchecked serial number types entering serial number will not be required or possible. |
| Doc. Type not added |
Document types, which are not allowed by adding in this document. Multichois is available. |
| Default Report |
By default the value is empty, which means that program always takes last used report. If here any other report is chosen, program will always as default use this report for document type.
|
| Default Payment Method |
Default payment method |
| Cash Disbursement |
(only for supply orders)
The selected document type will be default for creating cash disbursement from that document type of Supply orders.
|
| Doc. Type for POS |
Default documnt type for create POS document. Paramater is used just in Pantheon WebLight version. |