SI Document Type Edit MOAF

Sales Invoicing Document Type Edit MOAF

You can use the Document Type screen MOAF to attach several processing parameters and default entries to a single document type code.

When you attach a document type code to a document, the processing parameters and default entries populate the document and save extra data entry time.

Document types help to organise your company's documents into transaction categories. For example, you can create document types to streamline the creation of invoices and credit notes for contracts, miscellaneous accounts and interdepartmental documents.

Field	Description
Document Type	Enter a unique two-character Document Type code.
Description	Enter a Description of the document type, up to 40 characters.
Transaction Type	Select one of the following options as the Transaction Type: Invoice Credit Note
Subtype	Enter a two-digit Subtype code, which together with the Transaction Type comprise a complete transaction legend. You must enter this field for non-interdepartmental document types. A transaction legend description displays after you click Update.
Minimum Document Value	Enter a minimum value applicable to the document type. During online document entry via the MODB screen an error will be raised if the total gross base currency value of the document is less than the Minimum Document Value. During offline document entry via the OE5 Offline Document Take-on process an error will be raised if the total gross base currency value of the document is less than the Minimum Document Value. Offline generation of Sales Invoicing documents from contracts via the OF2 Offline Recurring Invoice Generation process will go into error if the total gross base currency value of the document is less than the Minimum Document Value.
No Default Tax Code	If set, a Tax Code will not be defaulted onto the transaction line if the user has not entered one. If not set, the Tax Code will be defaulted as per current functionality.
Recalculate Tax Value	If set, the Tax Value will be recalculated if the Tax Code has been changed regardless of whether a Tax Value is present.
Auto-Numbering	Select one of the following options in Auto-Numbering Required to indicate how the system numbers document types: Company. The system assigns each document of this type a sequential number by company. Sequential numbering can cross document types within the same company Prefix. The system assigns each document of this type a sequential number by prefix. Different prefixes can have the same document number Manual. You must manually create a number for all documents of this type If Company Numbering is checked on the Company Controls screen MOAB, this field defaults to Company and cannot be amended.
Circulation List	Enter a Circulation List code, up to two-characters, to identify the default circulation list for this document type. The code you enter is used by new documents of this type unless you override the code when creating a new document. A circulation list defines the people who receive a copy of the document after printing.
Batch Review	Tick to identify documents that are required to be held for review before the final update. The control is available for all document types.
Default AR System Code	Enter a default AR System Code field.

Field

Description

Document Type

Enter a unique two-character Document Type code.

Description

Enter a Description of the document type, up to 40 characters.

Transaction Type

Select one of the following options as the Transaction Type:

Invoice
Credit Note

Subtype

Enter a two-digit Subtype code, which together with the Transaction Type comprise a complete transaction legend. You must enter this field for non-interdepartmental document types.

A transaction legend description displays after you click Update.

Minimum Document Value

Enter a minimum value applicable to the document type.

During online document entry via the MODB screen an error will be raised if the total gross base currency value of the document is less than the Minimum Document Value.

During offline document entry via the OE5 Offline Document Take-on process an error will be raised if the total gross base currency value of the document is less than the Minimum Document Value.

Offline generation of Sales Invoicing documents from contracts via the OF2 Offline Recurring Invoice Generation process will go into error if the total gross base currency value of the document is less than the Minimum Document Value.

No Default Tax Code

If set, a Tax Code will not be defaulted onto the transaction line if the user has not entered one. If not set, the Tax Code will be defaulted as per current functionality.

Recalculate Tax Value

If set, the Tax Value will be recalculated if the Tax Code has been changed regardless of whether a Tax Value is present.

Auto-Numbering

Select one of the following options in Auto-Numbering Required to indicate how the system numbers document types:

Company. The system assigns each document of this type a sequential number by company. Sequential numbering can cross document types within the same company
Prefix. The system assigns each document of this type a sequential number by prefix. Different prefixes can have the same document number
Manual. You must manually create a number for all documents of this type

If Company Numbering is checked on the Company Controls screen MOAB, this field defaults to Company and cannot be amended.

Circulation List

Enter a Circulation List code, up to two-characters, to identify the default circulation list for this document type. The code you enter is used by new documents of this type unless you override the code when creating a new document. A circulation list defines the people who receive a copy of the document after printing.

Batch Review

Tick to identify documents that are required to be held for review before the final update. The control is available for all document types.

Default AR System Code

Enter a default AR System Code field.

If not described in this topic, click on a field and press F1 to view help. See Common Fields for more information.

Fast prompt allows you to quickly view a list of options for certain fields.

NOTE Field visibility can be defined by your System Administrator, so not all fields documented may be shown.

See Using the Command Line on opening the screen without going through the menu.