Group Document Types
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Shown below is an example of Grouping Document Types.
At item
1
the Cheque Receipt document Type CHR is classified under Group COLLECTION and
INVOICE
At item
2
Invoice document type CHN_X_IN is classified under groups INVOICE and BILLING
Notice that when we generate
an
Outstanding report
we use the
document group INVOICE
which includes both
Invoices and Receipts
a
SALES Register
we use the
document group BILLING
which includes only Invoices
a
Collection report
we use the
document group COLLECTION
which includes only
receipts
Look before you Leap
1
Set up an excel sheet where you have the various reports you are going to use
2
Mark the document types which should figure in them and suitably group them
Look before you Leap