Documents
Description
Documents are one of the three main categories of entities in ERP.net. They represent things that have occurred or will occur.
The main categories are:
- Documents - facts; things that occur:
Sales orders, invoices, purchase orders, etc.
- Definitions - they represent real-world objects; things that (generally) do not change:
Customers, Products, Stores, etc.
- Settings - system-related; data about the way the system works:
Document types, Document routes, Form views, etc.
The most important attributes
All documents derive from a base entity type called Document and share similar attributes.
This is a non-extensive list of the more important attributes:
Enterprise company - the company that created the document.
Company location - the company location where the document was created.
Document date - the date the document was constituted. If it was created electronically, then this is the system date of creation. When it is created outside the system and entered post-factum, the attribute contains the date of actual creation.
Document type - a user-defined document type for classification of the documents. Also defines print-out forms, document flow and other rules.
Document number - a unique number within the sequence, defined in Document type. Usually created by the system, but can also be set up to accept manual entry or import from external sources.
State - each document in the system has a current state at any given moment. It affects how the document influences the system and whether it is updateable.
Currency directory - the primary directory for currency rates which will be used for currency conversions throughout the document.