Document chain

Doc chain

X-ERP offers flexible options for designing the document chain and can be adapted to the processes of your company.

Administration > Master data initialization > Doc chain

Fields

• Doc type: Type of document
• Name: Name of the document
• Arrangement: Consecutive number that provides information about the order in which the documents follow one another.
• Standard output format: Determines the type of document dispatch and the type of archiving. If the document is to be created in a different format for certain partners, this can be adjusted in the partner master data (see. Customers > Customer details > Output format or suppliers > Supplier details > Output format) or directly in the document itself Doc Details > Output Format.
• Standard report template: Decide in which design format a document should be created. If necessary, another existing report template can be selected in the document.
• Doc Category: The document category decides whether it is a sales or purchase document.
• Doc number prefix: Is placed in front of the doc number.
• Stock status: The inventory status determines what status inventory items receive in the document, e.g. announced, confirmed, ordered or packed. The status is only required for storage-relevant documents.
• Storage effective: Determines whether storage is outgoing or incoming.
• Effective in sales: Determines whether it is a receivable or a liability.
• Non-deposit item factor: The position value is multiplied by this factor:
• 1: Item increases the document total.
• 0: Position is managed informatively, but does not change the total.
• −1: Item reduces the document total and thus offsets an amount that has already been taken into account.
• Factor for down payment items: The position value is multiplied by this factor:
• 1: Item increases the document total.
• 0: Position is managed informatively, but does not change the total.
• −1: Item reduces the document total and thus offsets an amount that has already been taken into account.

The position value is multiplied by this factor:

• 1: Item increases the document total.
• 0: Position is managed informatively, but does not change the total.
• −1: Item reduces the document total and thus offsets an amount that has already been taken into account.
• Project mandatory: The document can only be used in projects.
• Quantity discount recalculation: Indicates that when the quantity of an item changes, an automatic quantity discount adjustment is made.
• Is order confirmation: The checkbox is checked if it is a document that shows the inventory status of stock items Confirmed should produce.
• Is delivery: The checkbox is activated if it is a document that has an outbound storage effect.
• Is contract: Documents also receive the register contract.
• Is field service: If the checkbox is set, the document receives the register Field service:
• Has draft mode: The document is created in draft mode.
• Active: Document types that are not currently required can be deactivated.
• Default successor: Enter the document that is used by default as the next document in the document chain in your company. A direct transfer switch in the document simplifies the creation of a follow-up document.

The structure should always match the actual business processes.

Document types can be activated or deactivated at any time, which enables uniform and clear processes in your company.

Before going live, be sure to test the document chain with typical business processes in your company.

Video

▶document chain

Related topics

• item
• Sale
• Purchasing

Frequently asked questions