Exact Synergy Enterprise

Overview of Document Types

Introduction

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.

Menu path

Documents/Setup/Maintenance/Document: Types

Roles & rights

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.

Button

New

Click this to create a new document type. This button is available only if you have function right 361 - Maintain Document Type.

New: Group

Click this to create a new document types group. This button is available only if you have function right 361 - Maintain Document Type.

Close

Click this to exit.

Description

Criteria section

Inactive

Select this to list only inactive document types.

Default 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		Default Group	Document Type
Default Group	ID	Default Description	Default Group	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	Miscellaneous
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