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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

https://eportal.exact.nl/docs/DocBinBlob.aspx?ID=%7bB4A48F12-2A70-4C77-96F2-2BA555045B3E%7d

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

ID

Default Description

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

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.471.218
 Assortment:  Date: 28-09-2010
 Release: 240  Attachment:
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