{"id":14570,"date":"2025-06-25T11:24:22","date_gmt":"2025-06-25T11:24:22","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=14570"},"modified":"2026-08-25T05:41:26","modified_gmt":"2026-08-25T05:41:26","slug":"how-to-create-a-document-type-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-a-document-type-in-adempiere-retail\/","title":{"rendered":"How to create a Document Type in Adempiere Retail"},"content":{"rendered":"\n

“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.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Back Office<\/li>\n\n\n\n
  • Purchaser<\/li>\n\n\n\n
  • Purchase Manager<\/li>\n\n\n\n
  • Manager<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Create a New Document Type<\/li>\n\n\n\n
    • Edit or Update Existing Types<\/li>\n\n\n\n
    • Enable or Disable Document Type<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Name<\/li>\n\n\n\n
      • Description<\/li>\n\n\n\n
      • Print text<\/li>\n\n\n\n
      • Document note<\/li>\n\n\n\n
      • GL Category<\/li>\n\n\n\n
      • Document Base Type<\/li>\n\n\n\n
      • Print format<\/li>\n\n\n\n
      • No of additional Copies<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Document Type Name must be Unique<\/li>\n\n\n\n
        • Only Active Document Types Can Be Used<\/li>\n\n\n\n
        • Document Type Cannot Be Deleted If Used in Transactions<\/li>\n\n\n\n
        • Print Format Must Be Assigned if Printing is Required<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          Step 1 : <\/strong>To Select a Branch in Menu.Then to click a Document Type.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-DocumentType-1\"<\/figure>\n\n\n\n

          Step 2 :<\/strong> To open this form and to enter a name ,Description and Print text and then to click the check box.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-DocumentType-2\"<\/figure>\n\n\n\n

          Step 3 :<\/strong>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.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-POS-DocumentType-3\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

          “Document type” means defining a specific category or format of a document (like invoices, purchase orders, or reports) so that […]<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,96,31],"tags":[],"class_list":["post-14570","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-idempiere-old","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/14570","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=14570"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/14570\/revisions"}],"predecessor-version":[{"id":28507,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/14570\/revisions\/28507"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=14570"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=14570"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=14570"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}