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How do I define a new document type?


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

View source file on GitHub.com