Use these settings when optimizing a document definition. Note that the settings that appear can vary depending on where you access the dialog.
Note: The name of this dialog is hidden if the dialog is docked (as it is by default).
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General |
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Sender |
Displays the sender. (See How the sender, sender number, and description values are used.) |
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Description |
Displays the description. |
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Status |
Displays the document definition status. |
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Identification - see instructions |
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| (Selection box) | Specifies an identifier to use when identifying the document. |
| AND / OR | Specifies a logical relationship between the selection boxes. This setting is only used if the document definition uses more than one identifier. (More info.) |
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Currency |
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User currency |
Determines whether currency settings are used. |
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Default currency |
Determines which currency is assumed when interpreting amount fields. This setting also sets the default currency to use if Entrance cannot identify the document currency or find a value for the Currency field. If the currency you want to use does not appear in the Default currency box, you can specify additional currencies. Note: You cannot adjust the currency unless Use currency is already selected in the document profile. |
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Document |
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| Automatically approve documents with Complete status |
When this setting is selected, documents that are Complete in Interpret are automatically approved and sent to Transfer. Use this setting only if the document definition has a long history of correct interpretation. Note: A receiver must be defined and the sender must also be identified in order for the document to be approved automatically. |