| Function | To set up the document types, their groups, line presets, accounts to include/exclude and reports in which to participate. |
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| How To Use | |
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| Display | List of Doc Types, Participating Groups and Modifications.
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| Area 1 | Contains a list of all document types available in System. |
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| Area 2 | List of all groups in which the highlighted doc type participates.Click  to remove the doc type from the group selected.Click View All Doc Types in Group to see a list of all doctypes already participating in the group. |
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| Area 3 | List of all available groups under which the selected doc type may be grouped.Click Show Groups to display all available groups |
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| Area 4 | Use buttons  ,  ,  ,  to select group in which doc type should participate.Click Save Grouping to add doc type to selected group. |
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| Area 5 | Add a New Group.Enter the New Doc type Group to Add and Click on  . New Group is added and the doc type is added to the group. |
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| Add | Add a New Doc Type
Enter values to fields and click OK to Save details. |
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| Preset Line | Click to preset a line in the voucher entry. List of Preset Lines.
Example :- The Bank Receipt doc type can have the participating bank account as the first line of the voucher entry.Add a Preset Line
Enter values to Line No., Account Code, Db/Cr and Narration and click OK to save.Line Presets may be Modified or Deleted also. |
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| Ac Exclude | Click to exclude an account or many accounts from participating in the doc type.List of Accounts Excluded
Add Account to Exclude
Enter Account Code, Exclude Db/Cr/Both, whether to include sub-accounts and the remarks.Accounts may also be modified or deleted. |
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| Reports | Click to add the Doc type to a report group.Enter report ID. |
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| Modify | Click to modify all details about a Doc TypeScreen is similar to the Add screen. Change necessary Data and Click OK to Save. |
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| Delete | Click to Delete Details about a Doc type.Screen displaying the doc type details is seen. Click OK to confirm deletion.
 All data in Preset Lines, Ac Exclude and Reports need to Be Deleted before the Doc Type is Deleted. |
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| Finish | Click to finish operating on current screen and move back to previous screen. |
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| Pre-requisites | |
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| Notes | |