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Editing document type codes

Codes for document types can be included in document auto-numbering schemes. You can change the default type codes if required.
  1. Click Setup from the Module Menu, and then under Project, click Project Settings.
  2. Click the Document Fields tab.
Setup Project Setting DocFieldTab
  1. Scroll to Type, and click the edit link under the List Values column.
Setup Project Setting Doc Field Tab Type
  1. Click the Save Changes button in the confirmation message.
  2. In the Code column, enter a new document type code for each document type, as required. This code must:
  • be unique within the project
  • contain only alphanumeric characters
  • be 15 characters or less.
  1. Click Save.
Setup Define Doc Type Code

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