How do I define a new document type?

Steps

Create and Configure a New Document Type

1. Open “Document Type” from the menu.
2. Create a new entry.
3. Give the document type a Name, e.g., “Service Reception”.
4. Enter a Print Text to appear later on the documents, e.g., “Service Reception”.
5. Select an Entity Type, e.g., User maintained.

   Note: The entity type determines the ownership of entries in the Application Dictionary, the central database directory.

6. Select a General Ledger Category, e.g., Material Management.
7. Select a Document Base Type, e.g., Material Receipt.
8. Enter the number of Document Copies to be printed.

9. Pick a Request Type, e.g., Service Reception.

10. Tick the checkbox Sales Transaction, if required.
11. Tick the checkbox Document is Number Controlled if the document type is numbered consecutively (serial numbering). A new field Document Sequence appears.
12. Pick a previously defined Document Sequence.
13. Pick a Print Format, e.g., Customer goods return.

Define a Document Subtype

1. Open the advanced edit menu from the actions menu.

   Note: Use shortcut Alt + E / ⌥ alt + E.

2. Scroll down to the Doc Sub Type field and pick a document subtype, e.g., SR - Service Return.
3. Click “Done” to apply the changes and close the advanced edit menu.

Next Steps

• Assign a specific document sequence to a document type.
• Configure the document types of counter documents.
• Define a document type for repair service returns.