Document Type Manager

This page is accessed via Business Process Automation > Power Data > Document Generation > Document Types.

Each document generated through Oracle Transportation Management is represented by a document definition or type. It is a template for documents defining the content source, storage, and associated business object type. You can download templates associated with the document type by using the Download Document Template button.

Note: If you plan to submit documents to the Automatic Export Service (AES), be sure to configure the AES properties.

Adding a Document Type

1. Enter the type of document you are defining in the Document Type field. For example, create a document type called "Claim" that can be used when generating a claim document. To avoid confusion with similar document types, distinguish the Document Type name as much as possible.
   
   A document in Oracle Transportation Management is not an actual physical document. In Oracle Transportation Management a document is a layer that gives a consistent way to generate, view and manage documents, independent of their underlying document system. Think of it as a place holder for actual documents, no matter how it is generated or stored.
2. Use the Domain field to identify the domain in which you want to save the Document Type. You can save the Document Type in any domain in which you have write access. Use the Manage Domain option in User Management to set access rights to domains.
3. Choose the business object that the Document Type will be Owned By. When you prepare a document, only document types owned by the business object are available.
4. Enter a Description.
5. If the contents of the document will be uploaded, select the Attachment check box.
6. If the contents of the document will be created by the reports system, enter the Report that will generate the document.
7. Enter a Document Template. This lets you apply a template on a document.
8. Enter a Content Management System. Document types are associated with a content management system. All documents of that document type are stored in the content management system defined in the document type.
9. Enter a Document Class to set the default document type in the content management system schema.
10. If the document is going to be uploaded to multiple objects, select the Consolidated check box. When a document is set as "consolidated", there is one copy shared across multiple objects. For example, you attach a consolidated document to several shipments. If that document is updated, then it is updated on each of the shipments to which it is associated.

Owned By

Use this section to define multiple owners for the document. This will link one owner type document to another by using the Link feature of the Add Document action.

1. Choose the business object that the Document Type will be Owned By. When you prepare a document, only document types owned by the business object are available.
2. If the contents of the document will be created by the reports system, enter the Report that will generate the document.
3. Click Save for each Owned By you define.

Note: If you want to copy over documents from one business object to another business object, both the business objects have to be added to this grid.

Content Management System Parameters

Use this section to define extra document attributes that are passed to the CMS during the creation or revision of document content. If a parameter is defined on the CMS and on the document type, the one on the document type takes precedence. See the Document Parameter Generator topic for more information.

1. Enter a Parameter Name.
2. Enter a Parameter Value Generator.
3. Select Modifiable check box if the parameter is recalculated on updates.
4. Click Save for each parameter you define.

Document Type Text

The Document Type Text section defines which text templates are valid for this document type. This data may also be entered on the Text Template page.

1. If you want to associate a text template with this document type, enter the template in the Text Template field.
2. Click Save for each text template you enter.

Document Validation Rules

This section is read-only and only displays values if a Document Validation Rule is associated with this document type. The relationship between the document validation rule and document type is created and edited on the document validation rule, and is simply displayed on the document type.

Printers

Enter printer settings to override the default printer settings for this particular document type.

1. Enter a Printer ID.
2. Select the Orientation for the image on the printed page.

   Note: Changing orientation can be tricky when using operating system utilities to convert content to postscript. For example, when CUPS converts a PDF to postscript it automatically reorients the PDF to landscape if its margins exceed portrait size. The IPP orientation setting is applied after this conversion. Thus, specifying "landscape" for a PDF may still result in it reorienting to "portrait". Some printers may crop such a document, while others might prompt for special-sized paper. Generally, you should only set orientation when dealing solely with postscript content.

3. Select how many Sides onto which you want to print. Duplex printing is two-sided printing, along the long edge of the paper. Tumble printing is two-sided printing along the short edge of the paper.
4. Enter the Number of Copies.
5. Select the paper tray/size in the Media drop-down.
6. Click Save for each printer you define.