|
Out of the Box Document Types and Profile Fields |
  
|
|
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 |
|
||||||||||||||||||||||||||||
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 |
- |