Customer and supplier document types

You can associate your documents with customer and supplier roles. When a document is printed, the document is sent to the contact associated with each role.

If you want to email documents to customer or supplier contacts, the document is sent to the email address of the preferred contact for the role specified here.

You should first set up roles in Customer and Supplier Roles, then you can assign the documents that will be created for those roles.

Associate a role with a document type

Open: Accounting System Manager > Settings > Customer and Supplier Document Types.

1. Select the required role from the Associated Role drop-down list for each document.

2. Click OK to save the document types.

Add document types

Open: Accounting System Manager > Settings > Customer and Supplier Document Types.

1. Select a blank line or click Add.

   The DocumentID number will be assigned by default.

   Note: By default, the next highest number will be the next free number from 1000 or higher. Numbers below 1000 are reserved for use by your Sage 200 system.

2. Enter the name of the document type. You can use up to 50 characters.
3. Select the module that the document is found from the drop-down list.
4. Select the Associated Role. The list displayed relates to the module being used and those that have the Use with Documents setting entered in the Customer and Supplier Roles window.
5. Click OK to save the document types.

Delete document types

Open: Accounting System Manager > Settings > Customer and Supplier Document Types.

1. Select the line to delete and click Delete.

   Note: Numbers below 1000 are reserved for use by your Sage 200 system. You cannot delete system generated document types. Deleted numbers will not be reused.

2. Click OK to save the document types.