How to create a Document Type in Adempiere Retail

“Document type” means defining a specific category or format of a document (like invoices, purchase orders, or reports) so that it can be organized, identified, and processed correctly within a business system.

User Access

Who Can Access

• Back Office
• Purchaser
• Purchase Manager
• Manager

What User Can Do

• Create a New Document Type
• Edit or Update Existing Types
• Enable or Disable Document Type

Pre-Requisite Activities

• Name
• Description
• Print text
• Document note
• GL Category
• Document Base Type
• Print format
• No of additional Copies

Business Rules

• Document Type Name must be Unique
• Only Active Document Types Can Be Used
• Document Type Cannot Be Deleted If Used in Transactions
• Print Format Must Be Assigned if Printing is Required

User Interface

Step 1 : To Select a Branch in Menu.Then to click a Document Type.

Step 2 : To open this form and to enter a name ,Description and Print text and then to click the check box.

Step 3 :Once to run the process to click the create new option and to enter a Name,Description,Print text,Document note,GL Category,Document base type,print format,No.of additional copies,print Format and finally to click the save the option.