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Out of the Box Document Types and Profile Fields

The following table displays the list of Out of the box Document Types and Profile Fields for Host Application.

 

Default Value for the below mentioned Profile Fields of respective Document Type is Null.

 

Module Name: Human Resources

 

Transaction Type: Employee

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Benefits Documentation

Benefit Type

Yes

String

Check Box

1. Medical

2. Dental

3. Vision

4. Life

5. Disability

6. Other

Enrollment Date

No

Date

Date Box

-

Plan Year

No

String

Drop Down List

· 2000
· 2001
· 2002
· 2003
· 2004
· 2005
· 2006
· 2007
· 2008
· 2009
· 2010
· 2011
· 2012
· 2013

Comments

No

String

Text Area

-

Employee Documentation

(Default)

Document Type

Yes

String

Check Box

1. I-9

2. W-4

3. Direct Deposit

4. HR Manual

5. Acknowledgement

6. 401K Documentation

7. Other

Comments

No

String

Text Area

-

 

Module Name: Purchasing

 

Transaction Type: Payables Transaction

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Invoice

(Default)

Document Type

No

String

Check Box

1. Invoice

2. Purchase Order

3. Receiving Ticket

4. Contract

5. Correspondence

6. Other

Date Received

No

Date

Date Box

-

Comments

No

String

Text Area

-

Correspondence

Date Received

No

Date

Date Box

-

Comments

No

String

Text Area

-

 

Module Name: Purchasing

 

Transaction Type: Purchase Order

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Purchase Order Documentation

(Default)

Document Type

Yes

String

Check Box

1. PO Form

2. Requisition

3. Contract

4. Correspondence

5. Other

Comments

No

String

Text Area

-

 

Module Name: Purchasing

 

Transaction Type: Receivings Transaction

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Shipment Documentation

Document Type

No

String

Check Box

1. Receiving

2. Ticket

3. Packing Slip

4. Rest Certification

5. Warranty

6. Other

Comments

No

String

Text Area

-

 

Shipment Invoice Documentation

Document Type

No

String

Check Box

1. Invoice

2. Purchasing Order

3. Receiving Ticket

4. Contract

5. Correspondence

6. Other

Date Received

No

Date

Date Box

-

Comments

No

String

Text Area

-

 

Module Name: Purchasing

 

Transaction Type: Vendor Documentation

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Contract Documentation

Effective Date

No

Date

Date Box

-

Expiration Date

No

Date

Date Box

-

Renewable

No

String

Option Buttons

1. Yes

2. No

Comments

No

String

Text Area

-

Vendor Documentation

(Default)

Document Type

No

String

Check Box

1. W-9

2. Contract

3. Credit Application

4. Correspondence

5. Other

Comments

No

String

Text Area

-

 

Module Name: Sales

 

Transaction Type: Customer

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Customer Documentation

(Default)

Document Type

No

String

Check Box

1. Application

2. Contract

3. Correspondence

4. Tax Exempt Form

5. Other

Comments

No

String

Text Area

-

Contract Documentation

Effective Date

No

Date

Date Box

-

Expiration Date

No

Date

Date Box

-

Renewable

No

String

Option Buttons

1. Yes

2. No

Comments

No

String

Text Area

-

 

Module Name: Sales

 

Transaction Type: Sales Transaction

 

Document Type

Profile Field

Required

Type

Display Type

List Item

Sales Transaction Documentation

(Default)

Document Type

No

String

Check Box

1. Customer PO

2. Correspondence

3. Signed Quote

4. Customer Invoice

5. Other

Comments

No

String

Text Area

-