Managing DocTypes
Introduction
A DocType is the core building block of iVendNext application. It describes the version and view of your data, including fields, behavior, and naming conventions. Examples of DocTypes include Sales Order, Sales Invoice, and Work Order.
Steps to Manage DocTypes in iVendNext
Managing DocTypes is essential for customizing and organizing your data in iVendNext. The steps to manage DocTypes in iVendNext is summarized below:
1. Create a New DocType:
Navigate to:
Setup > Customize > DocType > New.Enter the name of the new DocType.
Select the module to which the DocType will be added.
Save the new DocType.
2. Add Fields:
Define the fields you need, such as Label, Field Type, and Mandatory Fields.
Configure additional options for each field.
3. Set Naming Conventions:
Choose how your forms will be named (e.g., Naming Series, etc).
Add a description
Select the name case (Title Case or UPPER CASE).
4. Configure Form Settings:
Set additional settings, such as Image Fields, Attachments, and Timeline.
5. Define View Settings:
Specify search fields, default sort field, and default sort order.
6. Set Permission Rules:
Define who can access and modify the DocType.
Configure permissions for users and roles.
7. Enable Web View:
Decide if you want to allow website users to access the forms.
8. Additional Properties:
Configure properties like Submittable, Child Table, Single, Tree, and Quick Entry.