Document Type

The second level in the document hierarchy is Document Type. It is at this level that the application associates database tables for data storage. All application edits found on a document are set at the document type level. Therefore, all document codes in a document type behave basically the same except where edits are controlled at the document code level with an online table or by a document sub type.

Changing the delivered document type codes should not be done as the application will not function properly. Changing other information on this table is allowed. New records inserted in this table will not function without considerable development.

The fields on the Document Type (DCAT) table are as follows:

Field Name	Field Description
Document Type	A required unique identification of a document type.
Document Type Name	A required text field for assigning a document type a name to be used for identification and reporting purposes.
Short Name	A required short text field for assigning a document type a name to be used for identification and reporting purposes.
Document Category	The required document category for which a document type is associated. Only valid values on the Document Category table can be entered.
Document Category Name	A displayed name for the associated document category as defined on the Document Category table.

The following is list of the document types delivered with the Financial application.

Type	Name	Short Name	Category
ABS	Accounting Based Spending	Actg Based Spnd	ABS
AD	Automated Disbursement	Automatic Disb	AP
ARE	Accrued Receivable	Accr Recv	AR
BG	Budget	Budget	BG
CH	Charge Transaction	Charge	CA
CI	Stock Issue Confirmation	Issue Confirm	INV
CL	Referral to Collection Agency	Ref to Col Agcy	AR
CMR	Contract Modification Request	Cntr Mod Rqst	PROC
CR	Cash Receipt	Cash Receipt	AR
DC	Disbursement Reclassification	Disb Reclass	AP
DEBT	Debt	Debt	DEBT
DRM	Disb Request Modification	Disb Rqst Mod	AP
EV	Evaluation	Evaluation	PROC
FA	Fixed Asset	Fixed Asset	FA
GR	General Routing	General Routing	GEN
GT	Grant	Grant	GRNTS
IA	Stock Adjustment	Stock Adjustmen	INV
ICT	Internal Costing Transaction	Inter Cost Tran	CA
IET	Internal Exchange Transaction	Inter Exchng	INT
IN	Invoice	Invoice	PROC
IRM	Intercept Request Maintenance	Intercept Rqst	AP
ITA	Internal Transaction Agreement	Inter Agreemnt	INT
ITI	Internal Transaction Initiator	Inter Initiator	INT
IV	Investments	Investments	IV
JV	Journal Voucher	Journal Voucher	JV
M1099	1099 Maintenance	1099Maintenance	AP
MA	Master Agreement	Mstr Agreement	PROC
MD	Manual Disbursement	Manual Disb	AP
MMR	Master Agreement Mod Request	Mstr Ag Mod Req	PROC
OC	Over-The-Counter Stock Issue	Ovr-The-Counter	INV
PE	Performance Evaluation	Perf Eval	PROC
PHM	Payment Hold Maintenance	Payment Hold	AP
PI	Stock Pick and Issue	Pick and Issue	INV
PO	Purchase Order	Purchase Order	PROC
PR	Payment Request	Payment Request	AP
PYRL	Payroll Document	PYRL Document	PYRL
RC	Receiver	Receiver	PROC
RE	Receivable	Receivable	AR
RN	Renewal	Renewal	PROC
RQ	Requisition	Requisition	PROC
SN	Stock Return	Stock Return	INV
SO	Solicitation	Solicitation	PROC
SR	Solicitation Response	Solict Resp	PROC
SRQ	Stock Request	Stock Request	INV
TI	Stock Transfer Issue	Stock Transfer	INV
TM	Termination	Termination	PROC
TR	Stock Transfer Receipt	Stock Transfer	INV
VCC	Vendor/Customer Creation	VCUST Create	VCUST
VCM	Vendor/Customer Modification	VCUST Mod	VCUST
WO	Write Off	Write Off	AR