Documents Setup - SunSystems Community Site

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Documents Setup

Sun Documentation - System Administration

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In this session we will be reviewing document format setup, transaction reference setup and number stream setup.
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By the end of this session you will be able to:

Describe two key uses of Document Format Setup.
Describe the relationship between Document Format Setup and Transaction Reference Setup.
Describe how to set up a Document Format Setup and Transaction Reference Setup for a sales order that will use manual order numbers.

Document formats serve three main purposes:

They point to the SunSystems Reporting executable that is used to produce a particular report and define the parameters and default options for the report.
They hold the transaction references.
They are the entry point for the Consolidation Rules.

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