Document Type

Owned by Gaurav
Jul 18, 2023
4 min read

Overview 

The Document Type defines the processing parameters and controls for the document. Each document type provides the basis for processing of each document and controls the printed name and document sequence used. 

Navigation 

Menu \ Company and Global Settings \ Transactional Documents Setting \ Document Type 

 Enhancement 1.1 

  1. System allow to save Document Type according to organization wise. 

  2. Document Type dropdown will show records that are created in ‘*’ organization and in selected organization. 

  3. On Document Type window dynamic validation set on following fields Document Type for Shipment, Document Type for Releases, Difference Document and Document Type for Invoice. On these field list of related document types will show those are created in ‘*’ or selected organization. 

 

Filtration of document type based on the organization is not handled at process parameters. For example Generate sales order from sales quotation Generate payment from PDC etc. 

Enhancement 1.2 

 Introduce new checkbox "Treat As Discount" on Window: Document Type, This check box is only visible if field Document Base Type is "AP Credit Memo (APC)".  

Now during calculation of costing if system found Invoice created with document type "AP Credit Memo" and related "Treat As Discount" checkbox value is True on Document Type. System will consider that invoice as discount and update cost accordingly. 

 Enhancement 1.3 

  1. Added three fields on Document type window with name of 'Scrap Document', 'Difference Document' and 'Confirmation Document' 

  2. Scrap Document and Confirmation Document fields will get displayed when DocBaseType=MMR/MMS/MMM 

  3. There are two cases for Difference Document as explained below: 

    1. For MM Receipt and MM Shipment: Field will get displayed when DocBaseType= MMR/MMS and Ship/Receipt Confirmation checkbox is true. User also needs to mark 'Split when Difference' checkbox true. 

    2. For Material Movement: Field will get displayed when DocBaseType= MMM and InTransit checkbox is true 

 

  1. For MM Receipt document type: 

    1. Difference Document: This field will show those values whose DocBaseType=Material Receipt and IsReturnTrx=False. 

    2. Scrap Document: This field will show those values whose DocBaseType= Material Physical Inventory 

    3. Confirmation Document: This field will show those values whose DocBaseType= SRC 

  2. For MM Receipt document type: 

    1. Difference Document: This field will show those values whose DocBaseType=Material Delivery and IsReturnTrx=False. 

    2. Scrap Document: This field will show those values whose DocBaseType= Material Physical Inventory 

    3. Confirmation Document: This field will show those values whose DocBaseType= SRC 

  3. For Material Movement document type: 

    1. Difference Document: This field will show those values whose DocBaseType=Material Movement and Material Physical Inventory 

    2. Scrap Document: This field will show those values whose DocBaseType= Material Movement and Material Physical Inventory 

    3. Confirmation Document: This field will show those values whose DocBaseType= MMC 

 

Good Receipt Note (GRN) 

 Case: When generating Good Receipt Note (GRN) with Document Type= MM Receipt with confirmation. 

  • Bind 'MM Receipt' on Difference Document field of Document type window. 

  • Bind 'Physical Inventory' on Scrap document field. 

  • 'Ship/Receipt Confirm' get set on Confirmation document field. 

  • Created GRN header and line with Qty of 10, and then complete the record. 

  • After clicking on complete button, system creates record on Ship/Receipt confirm window. 

  • System automatically set same confirmation document value on Document type field of Ship/Receipt Confirm window. 

  • On Ship/Receipt line, change Confirm qty=7, Scrap qty=2 and Difference Qty=1 

  • Click on complete button. 

  • After completing the record, system updates the qty & completes the old GRN record and create new record for MM Receipt with a Difference Qty. Also creates record on Physical Inventory with Scrap Qty. 

 

Delivery Order 

 Case: When generating Delivery Order with Document Type= MM Shipment with confirmation. 

  • Bind 'MM Shipment' on Difference Document field of Document type window. 

  • Bind 'Physical Inventory' on Scrap document field. 

  • 'Ship/Receipt Confirm' get set on Confirmation document field. 

  • Created Delivery Order header and line with Qty of 10, and then complete the record. 

  • After clicking on complete button, system creates record on Ship/Receipt confirm window. 

  • System automatically set same confirmation document value on Document type field of Ship/Receipt Confirm window. 

  • On Ship/Receipt line, change Confirm qty=7, Scrap qty=2 and Difference Qty=1 

  • Click on complete button. 

  • After completing the record, system updates the qty & completes the old Shipment record and create new record for MM Shipment with a Difference Qty. Also creates record on Physical Inventory with Scrap Qty. 

 

Material Transfer 

 Case: When generating Material Transfer with Document Type= Material Movement with confirmation. 

  • Bind 'Physical Inventory' on Difference Document field of Document type window. 

  • Bind 'Internal Use Inventory' on Scrap document field. 

  • 'Move Confirm' get set on Confirmation document field. 

  • Created Material Transfer header by selecting From Warehouse= HQ Warehouse and To Warehouse= Store Warehouse 

  • Created line with Qty of 10, and then complete the record. 

  • After clicking on complete button, system creates record on Move confirmation window. 

  • System automatically set same confirmation document value on Document type field of Move confirmation window. 

  • On Move confirmation line, change Confirm qty=7, Scrap qty=2 and Difference Qty=1 

  • Click on complete button. 

  • After completing the record, system updates the qty & completes the Material Transfer Record. 

  • There are two scenarios of inventory move for difference and scrap qty. 

    1. For Difference Qty: When there is value available in Difference qty field then system creates Physical Inventory and Internal Use Inventory in From Warehouse. 

    2. For Scrap Qty: When there is value available in Scrap qty field then system creates Physical Inventory and Internal Use Inventory in To Warehouse.