Epicor Document type filter by application

Kinetic ERP
1

I am new to document types and have created a few. ex. CustPO, APInv, and TaxExempt. Now when I go to attach a customer PO to an order, all 3 document types show up. How do I filter the document type to just the table that it is valid for. I expect a situation where I have many document types used across the environment. and situations where it might be appropriate to have more than one document type on a given record. ex. an OrderHed record might have a CustPO, and another one for special instructions, and another for something else. I don’t want the user to be bothered with all the other non-OrderHed related document types. Is there a way to do this without a BPM?

2

You want to use Document Type Control to assign Tables to the Document Type

1 Like
3

It looks like if document type controls are not used on any type, that type is available everywhere. Would that be correct?

4

Thank you jkane!

5

Yes, I believe that is correct. If you set one Document Type to a table, that removes it from all other tables.

6

Thanks again. This will help me with document type planning.