Wikiadmin: Created page with "{{BackTo|Screens Reference}} == '''Document Type''' == Each document type in Openbravo refers to a business transactions. Business transactions such as purchase orders, ship..."

2018-10-25T17:46:26Z

Created page with "{{BackTo|Screens Reference}} == '''Document Type''' == Each document type in Openbravo refers to a business transactions. Business transactions such as purchase orders, ship..."

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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.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''[[Screenshot:G/L Category#G/L Category | 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
* '''[[Screenshot:Document Sequence#Sequence | Document Sequence]]''' : Document sequence determines the numbering of documents
* '''[[Screenshot:Tables and Columns#Table | 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.
* '''[[Screenshot:Document Type#Document Definition | Document Cancelled]]'''
* '''[[Screenshot:Document Type#Document Definition | Document Type for Invoice]]''' : Document type used for invoices generated from this sales document
* '''[[Screenshot:Document Type#Document Definition | Document Type for Shipment]]''' : Document type used for shipments generated from this sales document
* '''[[Screenshot:Document Type#Document Definition | 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.
* '''[[Screenshot:Client#Client | 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
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Document Type#Document Definition | Document Type]]''' : A value defining what sequence and process setup are used to handle this document.
* '''[[Screenshot:Client#Client | 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
* '''[[Screenshot:Language#Language | 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
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Poc_Emaildefinition_ID'''

=== '''Translation''' ===

Document types can be translated to any language required.
* '''[[Screenshot:Language#Language | 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.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Document Type Translation'''
* '''[[Screenshot:Document Type#Document Definition | Document Type]]''' : A value defining what sequence and process setup are used to handle this document.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

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[[Category:User Guide]]

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Wikiadmin: Created page with "{{BackTo|Screens Reference}} == '''Document Type''' == Each document type in Openbravo refers to a business transactions. Business transactions such as purchase orders, ship..."