It is recommended that you add a prefix to your Document Type names. The prefix can help identify at a glance the Document Type Group to which the Document Type belongs. In this way, you may not need to first select a Document Type Group in Document Retrieval before selecting the Document Type.
For example, you have an ACCOUNTS PAYABLE Document Type Group. You may add the AP to the Document Types in that group, as in these examples:
-
AP- Checks
-
AP- Credit Memo
-
AP- Non PO Vendor Invoice
-
AP- Packing Slip
These Document Types will be grouped together in the Document Retrieval dialog box and will display in this manner:
