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Overview
Document types are used in the ERP, to tell apart documents with different purposes, for example Sale orders and Calibration orders ( Both are orders, but of different types ). Document types are always connected to the document, whose sub-type they are. Us...
Create new document type
This action requires the "create document type" permission. Creating a new document type requires no special procedures. When on document types' table view, click the "Add new" button to open the "Add new form". While filling out the form, select a documen...
Update existing document types
This action requires the "update document type" permission. When updating a document type, all information, with the exception of the generator formula, can be changed. The generator formula must not be changed without consult. If a different document number...
Delete document types
For deletion of existing document types, contact your ERP's administrator.