Wikiadmin: Created page with "800px "Standard" Document Types can be customize as required by having into account that: There are a few fields which values should not be changed. Those..."

2021-11-20T14:44:41Z

Created page with "800px "Standard" Document Types can be customize as required by having into account that: There are a few fields which values should not be changed. Those..."

New page

[[File:WS167.png|800px]]

"Standard" Document Types can be customize as required by having into account that:

There are a few fields which values should not be changed. Those ones are:
* the '''Organization'''
* the '''Document Category'''
* and the '''Table'''

Rest of the fields can be changed, for instance:
* the '''Name''' of the document
* the '''Print Text''' which is the name of the document to be printed while printing the document.
* the '''Sequenced Document''' flag could be disable or enable if it is required to either
** manually number a document type
** or automatically number a document type according to a given [[Document_Sequence|document sequence]].
{{(!)|Starting from '''PR18Q2''' A Document Type defined as Credit Memo can not be used as a Document Cancelled Type.}}
* '''Document Cancelled''' if any, is the document to use for voiding a given document type. For instance, a "Reversed Sales Invoice" document type can be set as the document canceled of an "AR Invoice", therefore that one will be the one to use while [[ManualDoc:Common_OBConcepts%26Processes#Document-Void|voiding]] an "AR Invoice"( or sales invoice).
** A "Reversed Sales Invoice" document type is also an "AR Invoice" document type but it can have a different sequencing by just liking it to a difference document sequence
** besides it is set as a "'''Return'''" document type which means that:
*** it generates a "negative" sales invoices with a negative invoiced quantity/ies
*** therefore the posting will be opposite to the sales invoice one, as described below, in case [[General_Ledger_Configuration#General_Ledger_Configuration|Allow Negative]] checkbox is enabled and in case it is not:

{| border="1" cellpadding="5" cellspacing="0"
|-
| width="100px" style="background:#DDDDDD;" |Account
| width="130px" style="background:#DDDDDD;" |Debit
| width="130px" style="background:#DDDDDD;" |Credit
| width="130px" style="background:#DDDDDD;" |Comments
|-
|[[Business_Partner#Customer_Accounting| Customer Receivables]]
|(-) Line Net Amount
|
| One per invoice line
|-
| [[Tax_Rate#Accounting|Tax Debit]]
|
| (-) Tax Amount
| One per tax line
|-
| [[Product#Accounting|Product Revenue]]
|
| (-) Total Gross Amount
| One per invoice
|}

{| border="1" cellpadding="5" cellspacing="0"
|-
| width="100px" style="background:#DDDDDD;" |Account
| width="130px" style="background:#DDDDDD;" |Debit
| width="130px" style="background:#DDDDDD;" |Credit
| width="130px" style="background:#DDDDDD;" |Comments
|-
|[[Business_Partner#Customer_Accounting| Customer Receivables]]
|
| Line Net Amount
| One per invoice line
|-
| [[Tax_Rate#Accounting|Tax Debit]]
| Tax Amount
|
| One per tax line
|-
| [[Product#Accounting|Product Revenue]]
| Total Gross Amount
|
| One per invoice
|}

* the checkbox named "'''Credit Memo'''" is enabled by default for "Credit Memo" document types such as "AR Credit Memo" and "AP Credit Memo":
** ''"Credit Memo"'' document types are also "''reverse''" or "''cancelled''" documents type however those ones behave differently than "''return''" document types, for instance:
*** they generate invoices with "''positive''" invoiced quantity/ies
*** therefore the posting is always opposite to the invoices one, regardless the [[General_Ledger_Configuration#General_Ledger_Configuration|Allow Negative]] checkbox setup:

{| border="1" cellpadding="5" cellspacing="0"
|-
| width="100px" style="background:#DDDDDD;" |Account
| width="130px" style="background:#DDDDDD;" |Debit
| width="130px" style="background:#DDDDDD;" |Credit
| width="130px" style="background:#DDDDDD;" |Comments
|-
|[[Business_Partner#Customer_Accounting| Customer Receivables]]
|
| Line Net Amount
| One per invoice line
|-
| [[Tax_Rate#Accounting|Tax Debit]]
| Tax Amount
|
| One per tax line
|-
| [[Product#Accounting|Product Revenue]]
| Total Gross Amount
|
| One per invoice
|}

* The field "'''Document Type for Order'''" allows to define for the Quotation "Document Type" the document (i.e Standard Order) to use while creating a sales order from a sales quotation.
* The field "'''Document Type for Invoice'''" allows to define the document (i.e. Return Material Sales Invoice) to use while creating a Sales Order from a Return Material Document Type, like Return From Customer.
{{(!)|Starting from '''PR18Q2''' A Document defined as Credit Memo can not be used to create an Invoice from a Return Document.}}

Template:ManualDoc:T167 - Revision history

Wikiadmin: Created page with "800px "Standard" Document Types can be customize as required by having into account that: There are a few fields which values should not be changed. Those..."