Defining Document Categories
Document categories organize documents into logical groups.
- A document category (also called a document type) is one of the rules you use to define which documents a sequence assigns numbers to.
- You can separately number each document category by assigning a different sequence to each category.
A document category identifies the database table that stores documents resulting from transactions your users enter.
- When you assign a sequence to a category, the sequence numbers the documents that are stored in a particular table.
Use categories to more precisely classify your documents. For example, you can categorize accounts receivable invoices into several different categories, such as:
- Customer Service Invoices
Similarly, you can categorize accounts payable or purchase invoices into several different categories, such as:
See Also
What is a Document Sequence?
Defining a Document Sequence
Assigning a Document Sequence
