Documents

Type:    Form
Description: Arrangement of forms thet provides access to various sets of codes.
Items:


Document Code Search

Includes search criteria to locate document codes.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Code
Search criteria to locate document code by its unique code.
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Create Date
Search criteria to locate document codes within the certain date range.
Either beginning or end date is necessary.
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Name
Search criteria to locate document code with a specific name by entering either full name or partial name.
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Active
Search criteria to locate document codes by status.
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All
Default value.
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Yes
Indicates whether the status of the document code in the system is active.
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No
Indicates whether the status of the document code in the system is not active.

Document Codes List

Includes document codes found based on the search criteria specified.
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Code
Identifier of the object used for references; auto-incremented integer value.

References: Document Code.Id
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Name
Name/display title of the document code

References: Document Code.Name
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Active
Indicates whether the record is active in the system.

References: Document Code.Is Active
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Edit
Allows to review and edit the selected document code.
Opens Form: New Document Code
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New
Allows to create a new document code.
Opens Form: New Document Code

New Document Code

Includes various settings for creation of a new document code.
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Save
Saves all changes on the form.
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Close
Closes the form without saving any changes.

General

Includes general information about created document code.
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Merchant/Account
Code of Merchant Account to which instance of this object is attributed to.

Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code.

The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database.

References: Document Code.Merchant Account Code
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Create Date
Date when the record was created

References: Document Code.Create Date
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Active
Indicates whether the record is active in the system.

References: Document Code.Is Active

Document Code

Includes various document code creation options.
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Code
Identifier of the object used for references; auto-incremented integer value.

References: Document Code.Id
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Name
Name/display title of the document code

References: Document Code.Name