This screen gives you an overview of the document types available in your system. You can also create and modify document types and document types group. Document types are used to pre-define or setup the properties of documents of each type.
To modify a document type or a document types group, click the document type or document types group.
Documents/Setup/Maintenance/Document: Types
To create or modify a new document type or document types group, function right 361 - Maintain Document Type is required. By default, users with the Documents administrator role have this function right. A person assigned as the document type Manager, as defined in the General section of a document type definition, can modify the document type regardless of function rights. However, there are some restrictions on the fields that can be modified. For more information, see Creating and Modifying Document Types.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to create a new document type. This button is available only if you have function right 361 - Maintain Document Type.
Click this to create a new document types group. This button is available only if you have function right 361 - Maintain Document Type.
Click this to exit.
Select this to list only inactive document types.
There are several document types and document type groups pre-installed with the system. These document types and document types groups cannot be deleted or deactivated. However, you can edit some settings such as moving a document type from one group to another as well as change the description of these default document types and groups. You cannot change the ID of each default document type.
The default document types and groups are listed in the following table.
Default Group
Document Type
ID
Default Description
Cash flow
46
Bank export file
Miscellaneous
66
Advance invoice
18
Bank import file
65
Calculation
21
Payment advice list
63
Counts
16
Payment document
75
Crystal report template
CRM
20
Customer complaint
79
EDM report
1
Mailing letter
58
Employee letter
4
Payroll slip
57
Employment contract
5
Prospect letter
64
ICT Listing
13
Sales quotation
60
Invoice entry
15
Service contract
77
LA report
45
Voucher
2
Financial
55
Asset specification
36
On-line help
27
Budget document
62
Payroll declaration
56
Depreciation table
61
POS Logbook
68
EKA report
33
Reference story
69
EKA request
59
Returns
34
Planning
Purchase
7
Purchase invoice
49
Posting report
6
Purchase order
17
Reminders
54
Purchase quotation
78
VAT Replace Report
40
Receipt
47
VAT report
42
Return receipt
HRM
30
Activity plan
41
Fulfillment
19
Business cards
22
Pick list
50
Expense claim
48
Request for proposal
52
Hour slip
43
Return fulfillment
44
Incentive compensation
23
Sales credit note
53
Machine hour slip
14
Sales invoice
39
Policy
24
Sales order
3
Resume
11
Sales order confirmation
8
Review
51
Work order
76
Vacancy document
Web site
10
Help
Products
35
Business logic
9
Startpage
32
Events
28
Web page
31
Factsheet
29
FAQ
38
Release note
37
Suggestion