What This Process Does


  • This process adds document types that are used to organize scanned documents that are being attached to Inventory Control Item IDs.


Requirement


  • Level 3 of the Archive Module (F.A.S.T.) is required to have access for scanning and attaching documents in the Inventory Control module.


Add Document Types


  1. Procurement → Setup → Document Types → INVDTYP Browse Screen → Add Button
  2. Populate applicable fields using the field description below as a guide.
  3. Click Save.


FIELDSOpt.Rec.Req.Description
Delete This Record♦——Boolean should be turned on to delete the record
Document Type Identification♦——Identification of document type; i.e. packing slips
Name——♦Name of document type
Description——♦Description of document type
Opt. = Optional  Rec. = Recommended  Req. = Required