1. Service Management Implementation Guide
  2. Setting Up Document Type Information for Service Management

Setting Up Document Type Information for Service Management

Access the Document Type Revisions form.

Document Type Revisions form

To set up document type information:

  1. Complete the Document Type field.

  2. Select one of the options for Transaction Type on the Inventory tab.

  3. Select the Include in Integrity Report option to include the document type in the integrity report.

  4. Select the options and complete the field in the Lot Trace/Track heading region.

  5. Click the appropriate tabs and complete the fields to set up document type information for Sales Order Management, Procurement, Service Management, Work Orders, or Shipping.