{"id":20446,"date":"2026-07-13T10:28:31","date_gmt":"2026-07-13T10:28:31","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=20446"},"modified":"2026-07-13T10:28:33","modified_gmt":"2026-07-13T10:28:33","slug":"how-to-configure-counter-document-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-counter-document-in-idempiere\/","title":{"rendered":"How to Configure Counter Document in iDempiere"},"content":{"rendered":"\n

Introduction<\/strong><\/h2>\n\n\n\n

The Counter Document window in iDempiere defines the automatic creation of a matching document in another organization when a source document is completed, such as generating a Purchase Order from a Sales Order.<\/p>\n\n\n\n

It is used in multi-organization retail and distribution setups where one organization sells to another internal organization, avoiding manual re-entry of the counter transaction.<\/p>\n\n\n\n

This configuration directly impacts document accuracy, inter-org reporting, and transaction speed by linking Document Types across organizations automatically.<\/p>\n\n\n\n

Process Flow Diagram<\/strong><\/h2>\n\n\n\n
\"TenthPlanet-iDempiere-Accounting-CounterDocument-ProcessFlow\"<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Active records are available for use in Document Type configuration.<\/li>\n\n\n\n
  • A Counter Document Type must belong to a different organization than the source Document Type.<\/li>\n\n\n\n
  • Create Counter Document must be checked to trigger automatic generation.<\/li>\n\n\n\n
  • Document Action determines the status applied to the newly created counter document.<\/li>\n\n\n\n
  • Only Valid combinations of Document Type and Counter Document Type are processed.<\/li>\n\n\n\n
  • A source Document Type can have only one active Counter Document configuration.<\/li>\n\n\n\n
  • Counter documents inherit quantities, products, and pricing from the source document.<\/li>\n<\/ul>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • Organization configured for both source and counter organizations.<\/li>\n\n\n\n
    • Document Type configured for the source transaction (e.g., Sales Order).<\/li>\n\n\n\n
    • Document Type configured for the counter transaction (e.g., Purchase Order).<\/li>\n\n\n\n
    • Business Partner records linking both organizations, if used for inter-org billing.<\/li>\n\n\n\n
    • Product and Price List setup for accurate counter document pricing.<\/li>\n<\/ul>\n\n\n\n

      Navigation<\/strong><\/h2>\n\n\n\n
      Menu \u2192 Performance Analysis and Accounting \u2192 Accounting Rules \u2192 Counter Document<\/strong><\/code><\/pre>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-1\"<\/figure>\n\n\n\n
      Opening this window displays a new or existing Counter Document record with Tenant, Organization, Name, Document Type, Counter Document Type, and control checkboxes for Active, Create Counter Document, and Valid.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-2\"<\/figure>\n\n\n\n
      Configuration Steps<\/strong><\/h2>\n\n\n\n
      Step 1: Enter Basic Record Details<\/strong><\/h3>\n\n\n\n
      The Name identifies the Counter Document rule, and Organization determines which org this rule applies to.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Select the Organization for the source document. Enter a descriptive Name such as “SO to PO Counter”. Add an optional Description.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-3\"<\/figure>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Organization<\/td>HQ<\/td>Organization that owns the source Document Type.<\/td><\/tr>
      Name<\/td>SO to PO Counter<\/td>Identifies the counter document rule.<\/td><\/tr>
      Description<\/td>Auto-create PO from inter-org SO<\/td>Optional free-text explanation.<\/td><\/tr>
      Active<\/td>Checked<\/td>Controls whether this rule is available for use.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 2: Select the Source Document Type<\/strong><\/h3>\n\n\n\n
      Document Type identifies the transaction that will trigger the counter document creation.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Choose the Document Type that initiates the process, such as Sales Order. This is the document users will complete to trigger generation.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-4\"<\/figure>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Document Type<\/td>Standard Order<\/td>Source transaction type that triggers the counter document.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 3: Select the Counter Document Type<\/strong><\/h3>\n\n\n\n
      Counter Document Type defines the document created in the counter organization.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Select the Document Type belonging to the counter organization, such as Purchase Order. This must differ from the source Document Type’s organization.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-5\"<\/figure>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Counter Document Type<\/td>Purchase Order<\/td>Document Type created automatically in the counter organization.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 4: Enable Automatic Creation<\/strong><\/h3>\n\n\n\n
      Create Counter Document must be enabled for the system to generate the counter transaction automatically.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Check Create Counter Document. Leave unchecked only if the rule is being prepared but not yet active for processing.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Create Counter Document<\/td>Checked<\/td>Enables automatic generation of the counter transaction.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 5: Set the Document Action<\/strong><\/h3>\n\n\n\n
      Document Action defines the status applied to the newly created counter document, such as Complete.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Select a Document Action, for example Complete, so the counter document is processed without manual intervention. Leave <None> to keep it in Draft.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-6\"<\/figure>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Document Action<\/td>Complete<\/td>Action automatically applied to the generated counter document.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Step 6: Save and Validate the Record<\/strong><\/h3>\n\n\n\n
      Saving triggers system validation of the Document Type and Counter Document Type combination, marking the record as Valid.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Click Save. Confirm the Valid checkbox is set after saving; an unchecked Valid indicates a configuration conflict that must be corrected.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-Transaction-CounterDocument-7\"<\/figure>\n\n\n\n
      Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
      Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
      Valid checkbox remains unchecked<\/td>Document Type and Counter Document Type belong to the same organization<\/td>Assign the Counter Document Type to a different organization.<\/td><\/tr>
      Counter document not created<\/td>Create Counter Document checkbox is unchecked<\/td>Enable Create Counter Document and save the record.<\/td><\/tr>
      Duplicate counter document rule error<\/td>Another active rule exists for the same Document Type<\/td>Deactivate or update the existing rule before creating a new one.<\/td><\/tr>
      Counter document stuck in Draft<\/td>Document Action left as <None><\/td>Set Document Action to Complete or the required status.<\/td><\/tr>
      Pricing mismatch on counter document<\/td>Price List not configured for the counter organization<\/td>Configure a matching Price List for the counter organization.<\/td><\/tr>
      Counter document created in wrong organization<\/td>Incorrect Organization selected on the source Document Type<\/td>Verify Organization assignment on both Document Types.<\/td><\/tr>
      Record cannot be saved<\/td>Mandatory fields Name, Document Type, or Counter Document Type left blank<\/td>Complete all mandatory (red-labeled) fields before saving.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Next Steps<\/strong><\/h2>\n\n\n\n
        \n
      • Configure Document Type window for both source and counter transactions.<\/li>\n\n\n\n
      • Review Organization window to confirm inter-org relationships.<\/li>\n\n\n\n
      • Set up Price List and Product records for accurate counter pricing.<\/li>\n\n\n\n
      • Test the flow by completing a source Sales Order and verifying Purchase Order creation.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
        Introduction The Counter Document window in iDempiere defines the automatic creation of a matching document in another organization when a […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[58],"tags":[],"class_list":["post-20446","post","type-post","status-publish","format-standard","hentry","category-accounting"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20446","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20446"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20446\/revisions"}],"predecessor-version":[{"id":20463,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20446\/revisions\/20463"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}