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Document Type

This article is protected against manual editing because it is automatically generated from Openbravo meta-data. Learn more about writing and translating such documents.
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Contents

Introduction

Each document type in Openbravo refers to a business transactions. Business transactions such as purchase orders, shipments or sales invoices among others.

Openbravo includes a complete set of standard Document Types needed for the application to work properly.

This set is bundled into two reference datasets:

These datasets can be imported into application during its initial setup using Initial Client Setup or Initial Organization Setup processes. Or if application is already up and running these datasets or their updates can be installed using Enteprise Module Management window.

The complete list of standard document types is the following:

Document Type Name Document Category Business Transaction
AP CreditMemo AP Credit Memo Purchase Credit Memo
AP Invoice AP Invoice Purchase Invoice
AR CreditMemo AR Credit Memo Sales Credit Memo
AR Invoice AR Invoice Sales Invoice
Return Material Sales Invoice AR Return Material Invoice Return Material Sales Invoice
Reversed Sales Invoice AR Invoice Reversed Sales Invoice
MM Receipt Material Receipt Goods Receipt
RTV Shipment Material Receipt Return to Vendor Shipment
MM Shipment Material Delivery Goods Shipment
RFC Receipt Material Delivery Return from Customer receipt
Purchase Order Purchase Order Purchase Order
RTV Order Purchase Order Return to Vendor
Quotation Sales Order Sales Quotation
RFC Order Sales Order Return from Customer Sales Order
POS Order Sales Order Point of Sales Order
Warehouse Order Sales Order Warehouse Order
Standard Order Sales Order Sales Order
AP Payment AP Payment Payment Out
AR Receipt AR Receipt Payment In
Financial Account Transaction Financial Account Transaction Financial Account Transaction
Bank Statement File Bank Statement File Bank Statement
Payment Proposal AP Payment Proposal Payment Proposal
Reconciliation Reconciliation Reconciliation
Doubtful Debts Doubtful Debt Doubtful Debt
Cost Adjustment Cost Adjustment Cost Adjustment
Landed Cost Landed Cost Landed Cost
Landed Cost Cost Landed Cost Cost Landed Cost Cost
Inventory Amount Update Inventory Amount Update Inventory Amount Update

It is also important to remark that new document types could be added to the list above, if that is the case an updated version of the "Reference Data" containing the new document types will be provided by Openbravo. That newly created "Reference Data" will have to be applied to the corresponding Organization in the Enteprise Module Management.

This has been the case for:

"Return Material" feature which was included in Openbravo 3 MP6.
Four additional documents were added to the document type dataset to make this feature properly works:

Therefore, once Openbravo instance is updated to MP6, it is required to apply the new dataset to the corresponding organization, in the Enteprise Module Management window.

Cost Adjustments feature which was included in Openbravo 3 PR14Q4.
Four additional documents were added to the document type dataset to make this feature properly works:

Therefore, once Openbravo instance is updated to PR14Q4, it is required to apply the new dataset to the corresponding organization, in the Enteprise Module Management window.

Document Definition

Document type window allows to configure how each document type is going to behave in terms of accounting and sequencing among others.

WS167.png

"Standard" Document Types can be customize as required by having into account that:

There are a few fields which values should not be changed. Those ones are:

Rest of the fields can be changed, for instance:

Account Debit Credit Comments
Customer Receivables (-) Line Net Amount One per invoice line
Tax Debit (-) Tax Amount One per tax line
Product Revenue (-) Total Gross Amount One per invoice


Account Debit Credit Comments
Customer Receivables Line Net Amount One per invoice line
Tax Debit Tax Amount One per tax line
Product Revenue Total Gross Amount One per invoice
Account Debit Credit Comments
Customer Receivables Line Net Amount One per invoice line
Tax Debit Tax Amount One per tax line
Product Revenue Total Gross Amount One per invoice

Report Templates

Report template tab allows to configure a different look and feel for the document types by setting up Jasper JRXML templates for each document type.

It is possible to print document types such as Goods Shipments or Sales Invoices by using the "Print" action button which can be found in the Toolbar.

In Openbravo, every document suitable to be printed is linked to a "standard" report template.
Report templates can be customized if needed and even new ones can be created and therefore linked to a given document type.

WS1000500001.png

For additional information visit How to change Document Report Templates.

Email Definitions

Emails definition tab supports the creation of as many email templates as required depending on the language to be used for sending the documents by email.

Documents can be sent by e-mail by using the action button Email which can be found in the Toolbar.

WS1000500002.png

As shown in the image above it is possible to define:

Here is the list of possible tags:

Translation

Document types can be translated to any language required.




Full list of Document Type window fields and their descriptions is available in the Document Type Screen Reference.

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