PO::Document Types

Document Types
Document Types is used to define access, security, and control specifications for all
Purchasing documents. You cannot enter new document types but you can enter
new document subtypes only for RFQs and quotations. Purchase Agreement,
Purchase Order, Quotation, Release, Request for Quotation, and Requisition are all
the documents types available.
Navigation: Purchasing Responsibility=> Setup=> Purchasing=> Document Types
Owner Can Approve to indicate that document preparers can approve their own
documents. This field is not applicable when the Document Type is Quotation or
RFQ.
Approver Can Modify to indicate that document approvers can modify documents.
This field is not applicable when the Document Type is Quotation or RFQ.
Can Change Forward To to indicate that users can change the person the document
is forwarded to. This field is not applicable when the Document Type is Quotation
or RFQ.
Can Change Forward From to indicate that users can change the name of the
document creator. This field is applicable only when the Document Type is
Requisition.
Can Change Approval Hierarchy to indicate that approvers can change the
approval hierarchy in the Approve Documents window. This field is not applicable
when the Document Type is Quotation or RFQ.
Disable to disable a document type. This field is applicable only for user-defined
quotations and RFQs.
Security Level informs who are all eligible to access the documents.
Hierarchy - Only the document owner and users above the owner in the defined
purchasing security hierarchy may access these documents.
Private - Only the document owner may access these documents.
Public - Any user may access these documents.
Purchasing - Only the document owner and users listed as buyers in the Define
Buyers window may access these documents.
Access Level gives restriction to user on these documents.
Full - Users can view, modify, cancel, and final close documents.
Modify - Users can only view and modify documents.
View Only - Users can only view documents.
Forward Method: The following options apply regardless of whether you are using
position hierarchies or the employee/supervisor relationship to determine your

approval paths. The Forward Method field is not applicable when the Document
Type is Quotation or RFQ. Choose one of the following options:
Direct - The default approver is the first person in the preparer's approval path
that has sufficient approval authority.
Hierarchy - The default approver is the next person in the preparer's approval path
regardless of authority. (Each person in the approval path must take approval
action until the person with sufficient approval authority is reached.)
Archive On: The Archive on field is applicable only when the Document Type is
Purchase Agreement, Purchase Order, or Release. Choose one of the following
options:
Approve - The document is archived upon approval. This option is the default. The
Change Order workflow begins only if this option is chosen
Transmission - The document is archived upon transmission. A document
transmission action would be printing, faxing, or e-mail.
Default Hierarchy field is not applicable when the Document Type is Quotation or
RFQ. Otherwise, when Use Approval Hierarchies is enabled in the Financial Options
window, you can enter a position hierarchy from the Position Hierarchy window.
This hierarchy then becomes the default in the Approve Documents window.
Approval Workflow: The PO Approval workflow is used for approving purchase
orders. The PO Requisition Approval workflow is used for approving requisitions. If
you've created a workflow of your own, you can select that for this document.
Select the Approval Workflow you want to use for this particular document type, or
use the default that is already provided.
Workflow Startup Process: Usually the Workflow Startup Process is the highestlevel process in a workflow. The default startup process for the PO Approval
workflow is the PO Approval Top Process. The default startup process for the PO
Requisition Approval workflow is the Main Requisition Approval Process. If you've
created a startup process of your own, you can select that for this document.
Autocreate Workflow: This is applicable for requisitions only, select the
Autocreate Workflow you want to use for automatically creating purchase orders or
releases from approved requisition lines, or use the default that is provided. The
default workflow that comes with Purchasing is the PO Create Documents
workflow. If you've created a workflow of your own, you can select that for this
document.
Autocreate Workflow Startup Process: This is applicable for requisitions only,
select the Autocreate Workflow Startup Process you want to use, or use the default
that is already provided.
The highest-level process for the PO Create Documents workflow is the Overall
Document Creation / Launch Approval Process. If you've created a startup process
of your own, you can select that for this document.
Posted by Saravanan (Saro) at 5:57 AM