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, and location, and print information that will load into the Maintain Documents screen when a new document is assigned a type.
Set up this screen before setting up the Maintain Documents screen.
Enter up to six alphanumeric characters for the new document type code. This field is required.
Enter up to 30 alphanumeric characters to describe the document type code. This field is required.
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 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 in Costpoint Bills of Material.
Enter up to 60 alphanumeric characters in this optional field to describe where the default types are stored.
Select the appropriate checkboxes to indicate the default setting for which printouts should have document IDs referenced on them whenever the part is used. After you have assigned the document type code in the Maintain Documents screen and assigned documents to parts, the corresponding fields are editable 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 Requests for Quotes (RFQs). This checkbox's setting appears in the Print on Purch Receipts field where applicable. Purchase Orders are printed from Costpoint Purchasing; requisitions and RFQs are printed from Costpoint Procurement Planning.
Select this checkbox to reference the document on receipt travelers. This checkbox's setting appears in the Print on PO Recpt Travelers field where applicable. You can print receipt travelers from 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 print assembly sheets from 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 Rout Travelers field where applicable. You can print routing travelers from the Print Manufacturing Order Documentation screen in Costpoint Production Control.
The DOC_TYPE table stores the settings from this screen.