Quick Guide

1. Enter the Common Data Layer setup
2. Create new documents by choosing the Type / Class combination
3. Enter specific reasons

 

Introduction

The Eos Solutions Document Classes (CDL) app allows you to:

• Vehicle Serial No. specific for Document Type - Document Class combinations

• Enter and apply dedicated Reasons, through which you can also perform non-invoicing of documents and / or manage non-administrative documents .

 

IMPORTANT

Document Class management is present in the Common Data Layer library . This library is installed at the same time as updating other EOS Apps and does not require any subscription. The use of the Document Classes is subject to enabling the specific setup and requires a dedicated set of permissions

Document Classes (CDL) - SUMMARY

Press ALT + Q and digit "CDL" for a list of the features involved: 

 

Task	See
Set the general setup	Setup
Examples On order / credit note creation	Operating logics
See examples of interactions with other EOS apps	Interaction with other EOS Apps