Overview of document types
Menu path
System ➔ General ➔ CRM ➔ Document types
Introduction
This screen provides an overview of the document types available in the system. The document types are used to pre-define or set up the properties of documents of each type. You can create and
maintain document types from this overview.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create a document type?
- In the overview of document types screen, click New.
- In the Document types screen, define the fields.
- Click Save.
- Click Close. For more information, see Creating and maintaining document types.
Keep in mind: All fields with the “!” icon are
mandatory.
How do I edit a document type?
- In the overview of document types screen, select a document type to be edited.
- Click Edit.
- In the Document types screen, make the required changes.
- Click Save, and then click Close.
How do I repair a document type?
- In the overview of document types screen, select the document type to be repaired.
- Click Repair.
- A confirmation message “Repair: Document types. Continue” will be displayed.
- Click Yes to repair the document type or No to cancel.
How do I delete a document type?
- In the overview of document types screen, select the document type to be deleted.
- Click Delete.
Fields
The check boxes in the overview of document types can be
selected to display records of certain document types in the overview. You can
customize the overview to suit your requirements.
There are two categories of
document types. These document types can be user-defined or system-defined.
System-defined document types are pre-defined document types created by
default. It is possible to edit the system-defined document types. User-defined
document types are types that are created by the system users. If you want to
create document types, click New. For user-defined document types,
you will not see a green check mark in the System column.
For each document type, the ID, Description, Created, Modified by, and Modified
columns are displayed in the overview.
Note: Not all columns in this example are displayed. You can
add columns as required. For more information, see Inserting and deleting columns.
Buttons
Repair
Click this to reset the values of the selected document type
to default. The values are the security levels of the document type, and
whether the Logistics, CRM, and Financial details are
mandatory, optional, or not used.
Delete
Click this to delete the
user-defined document type. The delete button is enabled only if a user-defined
document type is selected.
Edit
Click this to view or modify an existing document type.
New
Click this to create a document type.
Close
Click this exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.257.825 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |