X-ERP Help
Expand doc chain
Expand document chain adds additional document types or transitions without losing the traceability of the existing document chain.
Expand doc chain
Expand document chain adds additional document types or transitions without losing the traceability of the existing document chain.
Recommended process
- Open the desktop button Doc chain on the desktop Administration in the area Master data initialization.
- Start the creation of a new document type via the New button.
- Check existing information and record the change completely and comprehensibly.
- Save and check the result in the associated follow-up process with a test document chain.
- Make sure that all processes still have to be traceable.
Then check
- The adjacent process accepts the data as expected.
Avoid typical mistakes
Leave Expand doc chain not immediately after an entry. Save consciously and then check whether the expected result is visible.
Related topics
- For customizers – customize screens and forms
- For Customizer – Customize screens and forms › User interface
- For Customizer – Customize screens and forms › Output control
- For customizers – customize screens and forms › Report designer
Frequently asked questions
What is Extend Doc Chain used for in X-ERP?
Adds additional document types or transitions without losing the traceability of the existing document chain.
What should I check before completing the Extend Doc Chain?
Master data, status and responsibility are complete and plausible. The change is saved and can be found again via search or list.