Document Type is an entity defining the type of documents maintained in the OCS.io. It could be an OCS Invoice, Generic Invoice, Corrective Tax Document, Deposit, etc. This classification helps in organizing and managing different kinds of documents within the system.

To configure Document Types, follow these steps:

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

  2. Select the Revenue Management  Document Types.

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

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the Document Type.

Description

Optionally, enter the description of the Document Type.

Code

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

Document Category

Select the category of the Document Type.

  • Generic Invoice: e.g. for Generic Invoices created by external system, e.g. CRM

  • OCS Invoice: e.g. for Invoices created by OCS

  • Deposit: e.g. for Deposits created by external system, e.g. CRM

  • Corrective Tax Document: e.g. for Corrective Tax Documents created by external system, e.g. CRM

  • Proforma Invoice: e.g. for Proforma Invoices created by external system, e.g. CRM

  • Reciprocal Commitment: e.g. for Reciprocal Commitments created by external system, e.g. CRM

  • Payment In: e.g. for Incoming Payments processed by OCS

  • Payment Out: e.g. for Outgoing Payments processed by OCS

Due Amount Type

Select the type of the Due Amount.

  • Account Receivable: e.g. for Invoices

  • Liability: e.g. for Deposits

  • Account Receivable & Liability: e.g. for Corrective Tax Documents

Store Document

If checked, Document of this Type in JSON format will be stored.

Collection relevant

If checked, Document of this Type will be included in the collection process.

Payment Moral relevant

If checked, Document of this Type will be included in the calculation of Payment Moral.
Configure Document Type