Open topic with navigation

Customer and supplier document types

If you use Sage Document Manager with Sage 200, you can specify which roles are associated with each type of document produced, using the Document Types window. When a document is printed, users who belong to the role associated with the document type, will receive the document when it is printed.

If you have set up roles in the Customer and Supplier Roles window, you can assign the documents that will be created for those roles.

What do you want to do?

Add document types

Open: Accounting System Manager > Settings > Customer and Supplier Document Types.

  1. Select a blank line or click Add.

    The DocumentID number will be assigned by default.

    Note: By default, the next highest number will be the next free number from 1000 or higher. Numbers below 1000 are reserved for use by your Sage 200 system.

  2. Enter the name of the document type. You can use up to 50 characters.
  3. Select the module that the document is found from the drop-down list.
  4. Select the Associated Role. The list displayed relates to the module being used and those that have the Use with Documents setting entered in the Customer and Supplier Roles window.
  5. Click OK to save the document types.
Delete document types

Open: Accounting System Manager > Settings > Customer and Supplier Document Types.

  1. Select the line to delete and click Delete.

    Note: Numbers below 1000 are reserved for use by your Sage 200 system. You cannot delete system generated document types. Deleted numbers will not be reused.

  2. Click OK to save the document types.
See also

Overview

Customer and supplier document types

Other tasks

Customer and supplier roles

Go to top