Use this screen to define valid document type codes. Document type codes are required for all documents created in the Maintain Documents screen. In addition to setting up valid codes and their descriptions, you can also define default size, media, location, and print information that loads into the Maintain Documents screen when a new document is assigned a type. You can also maintain document types in Costpoint Product Definition.
Set up this screen before setting up the Maintain Documents screen, but after setting up the Document Maintenance Groups screen.
Enter up to six alphanumeric characters in this required field for the new document type code.
Enter up to 30 alphanumeric characters in this required field to describe the document type code.
Enter up to two alphanumeric characters in this optional field to describe the media on which these document types are stored.
Enter up to two alphanumeric characters in this optional field to specify the size of these document types.
Enter, or use the Lookup to select, the ID of a valid maintenance group for this document type. This optional field of up to 15 alphanumeric characters must be a valid maintenance group ID from the Document Maintenance Groups screen.
Enter up to 60 alphanumeric characters in this optional field to describe where the default types are stored.
Use this group box to indicate on which printouts document IDs should be referenced whenever a part is used. After you have assigned the document type code in the Maintain Documents screen and assigned documents to parts, you can edit the corresponding fields in the Parts subtask of the Maintain Documents screen, the Basic Part Data screen, the Maintain Parts screen, and wherever applicable throughout Costpoint.
Select this checkbox to reference the document on purchase orders, requisitions, and Request for Quotes (RFQs). This checkbox's setting appears in the Print on Purch Receipts field where applicable. You can print Purchase Orders from Costpoint Purchasing; print requisitions and RFQs from Costpoint Procurement Planning.
Select this checkbox to reference the document on receipt travelers. This checkbox's setting appears in the Print on PO Receipt Travelers field where applicable. You can access receipt traveler printouts in Costpoint Receiving in the Reports menu.
Select this checkbox to reference the document on MO assembly sheets. This checkbox's setting appears in the Print on Assy Sheets field where applicable. You can access assembly sheet printouts in the Print Manufacturing Order Documentation screen in Costpoint Production Control.
Select this checkbox to reference the document on MO routing travelers. This checkbox's setting appears in the Print on MO Routing Traveler field where applicable. You can access Routing Traveler printouts in the Print Manufacturing Order Documentation screen in Costpoint Production Control.
The DOC_TYPE table stores the settings from this screen.