Document Type Formats

These settings specify words that may appear on an incoming document that help identify a document as a Credit Memo.

For example, CREDIT NOTE, CREDIT MEMO, AVOIR, or GUTSCHRIFT.

These settings are independent of both an organization and a profile. It is possible to add multiple entries for these settings. As a result, the settings are displayed in a table.

Any changes made to these settings are applied to new documents only. Documents that are already in-progress use the settings that were in-place when their processing began.

The following column settings are available.

Index

The unique index for the document type format that is provided by the system.

Format

The format string for words that identify a document as a credit note.

The Levenshtein compare method is used here. For more information on this comparison method, see the Transformation Designer Help.

Ignore Characters

The list of characters that the system ignores in the corresponding format string. For example, a hyphen, comma, or period.

The following buttons are available at the bottom of the window.

Edit: Opens a selected entry in the table so that you can make changes as needed.; Click this button to open the Document Type Format - Edit window.
Add: Adds an entry to the table.; Click this button to open the Document Type Format - New window.
Copy: Makes a copy of the selected table entry so that you can make a new entry to the table based on the copy.; Click to make a copy of the selected table entry and open the Document Type Format - New window.
Delete: Click to remove the selected entry from the table, but after confirmation only.