Document Types
The table is affected by the Fast Start procedure.
In case you want to configure manually, please refer to the checklist of the linked page.
This table manages the types of documents associated with General Ledger reasons and, consequently, with the accounting records or interim or managerial records that refer to these reasons.
The Fast Start creates document types by associating them with the relevant geographical location, in order to have a list of documents for Italy or Romania, etc. The object indeed includes the country field, which can be viewed in the grid from the object navigator: for backward compatibility, it is also possible to have document types without a link to a country, so they are visible in all companies in the database indiscriminately. Every new entry, anyway, will adopt the country of the active company.
The available fields are:
- Code Type is the code of the type
- Description type, the description
- Invoice
- Official receipt
- Parcel
- Account settlement
- Transfer
- General
- Credit note: for this document type, FluentisERP will check that the accounting entry has negative lines in the VAT section
- Debit note
- Variation note: for simplified credit notes of VAT only (TD08)
- Summary
- Selfbilling
- Collection
- Payment
- Code for electronic invoices: is the code that will be used to populate the Sdi file (TD01, TD04, etc.)
In the grid below, it is possible to attach a specific numerator for the Document Type: it will be used for an internal, unofficial numerator of the accounting records, not directly visible in the interface.