Document Source is an entity defining the source of the document. It could be OCS.io itself, a CRM system, an external financial application, etc. This classification helps in identifying and managing the origin of different documents within the system.

To configure Document Sources, follow these steps:

  1. Access the Integration Configuration perspective in your system’s user interface.

  2. Select the Revenue Management  Document Sources.

  3. Click on the + (New) button to create a new document source.

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the Document Source.

Description

Optionally, enter the description of the Document Source.

Code

Enter the code of the Document Source. This code is used for integrating purposes and may not be changed later.
Configure Document Source