Setup

On the Common Data Layer Setup page, using the flags highlighted in the following image, you can enable document class management, Sales and/or Purchase side.

It is also possible to define the default classes for Document Type: 

Sales Document Class List

On the Sales Document Class List you can create/manage different Document Classes for Document Type, link the relative Serial No. and their respective Reasons. 

From New we create a new class:

Field	Description
General
Document Type	Specifies document type for this class.
Document Class Code	Identification code for the class
Description	Free description
Shipment on Invoice	Specifies if this class provides shipment on invoice
No. of Documents	Specifies no. of documents for this class. If you navigate the fild you can open the related list.
No. Series
Document No. Series	Specifies document no. series for this class. New documents will be created with this number.
Posting No. Series	Specifies posting no. series for this class.
Prepmt. Invoice No. Series	Specifies prepayment invoice no. series for this class.
Prepmt. Cr. Memo No. Series	Specifies prepayment credit memo no. series of this class.
Default Classes
New Order Class Code	Specifies default class code for a new order created from a quote. In the example shown the field is not editable because the Document Type is "Order"
New Invoice Class Code	Specifies the default class code when an invoice is created from quote. In the example shown the field is not editable because the Document Type is "Order"
Reasons
Default Reason Code	Specifies default reason code for this class. This reason will be used when creating new documents.
Related Reason Codes	Specifies available reason codes for this class. No reasons outside this range are allowed for this class.

 

PLEASE NOTE

The Posting No. Series is applied only if not specified by another standard Business Central setup (for Italian localization. For example, it must not be specified for the VAT business posting category [enu=VAT Business Posting Group]).

 

By pressing Reasons you can insert reasons for the selected type of document:

If a reason is indicated as a reason for defaul, the system will report it in the relevant field of the Sales document class card.

Purchase Document Class List

On the Purchase document Classe (CDL) page, the compilation logics are the same as those seen above, Sales side.

 

 

 

 

See also:

Introduction

Operating logics

Interaction with other EOS Apps