CONFIGURATIONS

Modified on Fri, 15 May at 11:42 AM

DOCUMENT TYPE: 

 

Create Document type: Used to create a new document type in the system. 

 

Document Type: 

  • Mandatory field. 

  • Unique code assigned to the Document Type. 

  • This code is used across procurement transactions and SAP integration. 

  • Once created, this code is typically not editable. 

Description 

  • Mandatory field. 

  • Descriptive name of the Document Type. 

  • Helps users easily identify the Document Typeduring transactions. 

Document Type list: 

  • Document Type List: A unique numeric or alphanumeric identifier for the Document Type. 

  • Description: Name or purpose of the Document Type. 

  • Date Created: The date when the Document Type was first created in the system. 

  • Date Modified: The most recent date when the record was updated. Same as created date if no changes were made. 

Export: Downloads the list (usually Excel/CSV) for reporting or offline use. 

Actions 

Edit: Modify the Document Type for details. 
View: View details in read-only mode. 

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