What This Process Does

  • This process adds document types that are used to organize scanned documents that are being attached to Invoice IDs in the Vendor Payments module.


Requirement

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


Add Document Types

  1. Procurement → Vendor Payments → Setup→ Basic → Document Types
  2. To add a document type, click the Add button.
  3. Populate applicable fields using the field description below as a guide.
  4. Click Save (Process wheel).


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. Invoice
Name——♦Name of document type.
Description——♦Description of document type
Opt. = Optional  Rec. = Recommended  Req. = Required