Document types are an effective tool when working with any document agenda. Their purpose is to transfer predefined data into individual documents. They therefore serve as a form of automation.

Whether it's invoices, purchase orders, or cash documents, each of these agendas has document types with various configuration options.

A general guide to document types can be found in another article. Here, however, we will be more specific and focus on the configuration options for issued purchase order types.

The easiest way is to use the search in the web interface — simply type "Issued purchase order types" and you will be taken directly where you need to go.

There is also a second option — you can locate the issued purchase order types by browsing the full list of agendas.

Once you switch to the issued purchase order types agenda, you will be able to create a new order type or edit an existing one.

Note

The appearance of the web interface can be customized. Configure it to best suit your needs. You can find all the relevant information in our guide.

Since an issued purchase order is not an accounting agenda, the number of fields that can be configured in an issued purchase order type is lower than, for example, in an invoice type.

In an issued purchase order type, you can pre-configure data that will be transferred to a specific order when that type is selected on the order.

To create a new issued purchase order type, click the "New" button in the top-right corner of the application. Within the types agenda, you can also customize the view using filtering, sorting, and column settings.

This opens the issued purchase order type editor, where you define the data that will be automatically carried over to orders created using this type.

Let's create, for example, a type for CZK issued purchase orders. One approach to organizing order types is by currency — you can have a separate type for each currency (currency is one of the fields that can be configured). However, you can also use any other logic, such as dividing orders into standard orders and production orders. Always organize your types in a way that best streamlines your workflow.

By default, not all form fields are displayed. You can easily choose which fields to show or hide in the form field settings.

Let's go through the individual, most commonly used fields. A description of all fields can be found in the documentation for the desktop application.

Name, Abbreviation

The name of the issued purchase order type. Used primarily for identification purposes.

Document series

The number series from which the internal number of individual orders assigned this document type will be generated.

Primary document type

In company settings, you can configure newly created documents to always use the primary document type. If you use this setting and do not want to always select the last used order type, you can set a specific type as the primary one.

Payment method

References the payment methods list. The specified payment method will be pre-filled when creating an order with this type.

Cost center

The cost center that will be used in individual orders created with this type.

Activity

The activity that will be used in individual orders created with this type.

Currency

The currency that will be used in individual orders created with this type. For the purposes of our example, we will enter the value CZK here.

Received invoice type

When creating a received invoice from an issued purchase order, it is always necessary to specify the received invoice type to be used for the invoice being created. By setting this value on the issued purchase order type, you will no longer be prompted to select the received invoice type each time.

Goods receipt type

When creating a goods receipt from an issued purchase order, it is always necessary to specify the warehouse document type. By setting this value on the issued purchase order type, you will no longer be prompted to select the warehouse document type each time.

More information about creating documents from orders (or about the purchase cycle in general) can be found in our guide on the purchase cycle.

Once you have filled in everything you need in the issued purchase order type, simply save it and use it on a specific issued purchase order. As a reminder, descriptions of all fields are available in the documentation for the desktop application.

Navigate to the issued purchase orders agenda and create a new order, where you select the document type "Issued purchase order in CZK".

Selecting the type transfers all of its predefined data to the order — such as the currency, or the invoice and goods receipt types to be used if a corresponding document is created from the order.