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Document Type

Each document type in Openbravo refers to a business transactions. Business transactions such as purchase orders, shipments or sales invoices among others.


Document Definition

Document type window allows to configure how each document type is going to behave in terms of accounting and sequencing among others.

  • Organization : Organizational entity within client
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • G/L Category : A classification used to group lines in the general ledger.
  • Print Text : The displayed text of an element.
  • Document Category : A classification of document types that are shown and processed in the same window.
  • SO Sub Type : Sales Order Sub Type
  • Sequenced Document : The document has a document sequence
  • Document Sequence : Document sequence determines the numbering of documents
  • Table : A dictionary table used for this tab that points to the database table.
  • Sales Transaction : An indication that a transfer of goods and money between business partners is occurring.
  • Return : Identifies a Return document
  • Credit Memo : Credit Memo checkbox only applies to Invoice document types. Invoices marked as Credit Memo will behave as Credit Memos, which implies that: "Total gross amount" must always be positive. "Payment Plan" will be negative.
  • Document Cancelled
  • Document Type for Invoice : Document type used for invoices generated from this sales document
  • Document Type for Shipment : Document type used for shipments generated from this sales document
  • Document Type for Order
  • Comments : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Number of Copies : The number of copies of each document that will be printed.
  • Default : A value that is shown whenever a record is created.
  • Description : A space to write additional related information.
  • Expense : A flag indicating whether this document type is for expenses or not.
  • Filter by Organization : Filters by organization. This is used to calculate the document number by document type.
  • Document Type : A value defining what sequence and process setup are used to handle this document.
  • Client : Client for this installation.


Report Templates

Report template tab allows to configure a different look and feel for the document types by setting up Jasper JRXML templates for each document type.

  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Template Location : The location of the template
  • Template Filename : Name of the template
  • Report Filename : The name of the generated file
  • Show Logo
  • Show Company Data
  • Header Margin
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Default : A value that is shown whenever a record is created.
  • Poc Document Type : The document type
  • Organization : Organizational entity within client
  • Document Type : A value defining what sequence and process setup are used to handle this document.
  • Client : Client for this installation.


Email Definitions

Emails definition tab supports the creation of as many email templates as required depending on the language to be used for sending the documents by email.

  • Subject : The Subject of the mail
  • Body : The body side of the email
  • Language : A method of communication being used.
  • Default : A value that is shown whenever a record is created.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Poc Document Type : The document type
  • Organization : Organizational entity within client
  • Client : Client for this installation.
  • C_Poc_Emaildefinition_ID


Translation

Document types can be translated to any language required.

  • Language : A method of communication being used.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Translation : An indication that an item is translated.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Print Text : The displayed text of an element.
  • Comments : A space to write additional related information.
  • Organization : Organizational entity within client
  • Document Type Translation
  • Document Type : A value defining what sequence and process setup are used to handle this document.
  • Client : Client for this installation.
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