{"id":18195,"date":"2026-01-30T12:32:11","date_gmt":"2026-01-30T12:32:11","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=18195"},"modified":"2026-01-30T12:32:12","modified_gmt":"2026-01-30T12:32:12","slug":"how-document-type-works-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-document-type-works-in-idempiere\/","title":{"rendered":"How Document Type Works in iDempiere"},"content":{"rendered":"\n

The Document Type<\/strong> window in iDempiere defines how business documents behave across the system<\/strong>. It controls numbering, document flow, accounting impact, and processing rules for transactions such as Sales Orders, Purchase Orders, Invoices, Shipments, Receipts, and Payments.<\/p>\n\n\n\n

Every transactional document in iDempiere is governed by a Document Type. Without a properly configured Document Type, documents cannot be completed, posted, or linked correctly.<\/p>\n\n\n\n


Document Type Configuration Role<\/strong><\/h2>\n\n\n\n

Document Type<\/strong>\u00a0serves as the\u00a0rule engine<\/strong>\u00a0for documents, controlling\u00a0sequence numbering<\/strong>,\u00a0inventory impact<\/strong>,\u00a0accounting posting<\/strong>, and\u00a0next document generation<\/strong>. This foundational setup ensures\u00a0operational flow<\/strong>\u00a0and\u00a0financial integrity<\/strong>.<\/p>\n\n\n\n

\"TenthPlanet-iDempiere-AccountingManagement-DocumentType-1\"<\/figure>\n\n\n\n


Document Type Flow Control<\/strong><\/h2>\n\n\n\n

Each Document Type belongs to a Document Base Type<\/strong> (for example: Sales Order, Material Receipt, AP Invoice). Based on this base type, iDempiere enforces system-level behavior such as mandatory fields, allowed processing actions, and posting logic.<\/p>\n\n\n\n

Additionally, Document Type can define related document types<\/strong>, enabling automatic document creation. For example, a completed Sales Order can automatically generate a Shipment and later an Invoice, each driven by its own Document Type configuration.<\/p>\n\n\n\n


Document Numbering Process<\/strong><\/h2>\n\n\n\n

Document numbering<\/strong> is controlled at the Document Type<\/strong> level\u2014upon completion<\/strong>, iDempiere fetches the assigned sequence<\/strong>, locks<\/strong> the document number (making it immutable<\/strong>), ensuring audit-safe, gap-controlled<\/strong> numbering. Different Document Types<\/strong> enable separate sequences for domestic\/export invoices<\/strong>, manual\/automated documents<\/strong>, and system\/user transactions<\/strong>.<\/p>\n\n\n\n

\"TenthPlanet-iDempiere-AccountingManagement-DocumentType-2\"<\/figure>\n\n\n\n


Accounting Trigger Configuration<\/strong><\/h2>\n\n\n\n

Document Type<\/strong> determines accounting relevance<\/strong>\u2014when enabled, completion triggers posting<\/strong> per Accounting Schema<\/strong>, with reversals\/voids<\/strong> following document rules. For example, a Material Receipt<\/strong> posts inventory value, while non-financial<\/strong> types skip accounting entries.<\/p>\n\n\n\n


Inventory Impact Control<\/strong><\/h2>\n\n\n\n

Document Type settings<\/strong> control inventory movement<\/strong>\u2014only enabled documents update on-hand quantities<\/strong>, generate cost transactions<\/strong>, and affect inventory valuation<\/strong>. This prevents non-logistics documents<\/strong> from accidentally altering stock levels.


<\/p>\n\n\n\n

\"TenthPlanet-iDempiere-AccountingManagement-DocumentType-3\"<\/figure>\n\n\n\n

In iDempiere, Document Type<\/strong> defines how documents are numbered, processed, posted, and linked across the system. It is the backbone of document control, ensuring consistent workflow execution, accurate accounting, and audit-ready operations.<\/p>\n","protected":false},"excerpt":{"rendered":"

The Document Type window in iDempiere defines how business documents behave across the system. It controls numbering, document flow, accounting […]<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[58],"tags":[],"class_list":["post-18195","post","type-post","status-publish","format-standard","hentry","category-accounting"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18195","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=18195"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18195\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=18195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=18195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=18195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}