Doc Types

Visual Catpro

Doc Types

Doc Types is for defining Document Type, Document Series and Document Sub-Series. In case you are designing Invoice, Document Type should be Invoice where as Document Series is VAT Invoice and Sale VAT 4% is a Sub-Series. Here is a chart which giving an practical example of Doc Types, Series Name etc.

When you click on Doc. Types button then following screen appears it prompts you Document Type, Series Name etc.

After selecting relevant document type it shows the list of properties to be attached with the Sub-Series as shown below:

Each of the sub series can be made effective from a particular date to a particular date. For the purpose two properties namely 'Date1' and 'Date2' are available for each sub-series. Only those sub-series will be prompted against the prompt Sub-Type while updating a document which is effective as on the date of the document. If 'Date1' is blank series will be treated as applicable up to 'Date2'. If 'Date2' is blank series will be treated as applicable after 'Date1'. If both 'Date1' and 'Date2' are blank the series shall be treated as effective for all dates

Here is a chart which shows through which property a document sub series is connected to the column style, input style etc. like a document sub series is connected to Doc Total through DocTotalStyle property.

Every property is having an effective impact on Sub Series. Here is the description of all properties:

Property	Description
DATE1
DATE2

DocAbetmentSleb	This property is for specifying the abetment slabs in Excise invoice.
DocAddSurchargeInAmt
DocAdjTaxInRate	This Property may be set to True if selected Rate includes the tax. It automatically reduce the Tax and revise the rate. To implement this property three columns are necessary RATE, TAX_RATE, REVISED RATE also see article Price List & Rates
DocAllowAnyDate	This property is by default set to False it may set to be True if you want to allow user to make invoice in any date. Note: Controller can make bills in any date after changing this property you must login in normal user and make a bill.
DocAllowAnyNo	This Property is by default set to False it may set to be True if you want to allow user to make invoice in with any number. Note: Controller can make bills with any number after changing this property you must login in normal user and make a bill.
DocAllowFreeQtyOnly	In any bill Visual Catpro not allows you to enter NIL quantity but if in any case it is required to fill the NIL quantity set this property to True. It allows you to enter NIL quantity but you have to enter Free Quantity to implement this property you have to add FREE_QUANTITY column in Doc. Columns.
DocAllowNilRate	This property can be set to True if you wants to allow user to enter NIL Rate.
DocApplyLastRate	It will picks the last rate of the item given to the selected party.
DocApplyPartyLastRate	If you want Visual Catpro should automatically picks the last billed rate of the item given to same party then set this property to True.
DocAskBatchInfo
*DocAskFreightInfo
DocAskPaymentDetails	You may mark this property as 'True' if you want to save payment details after saving a invoice.
DocAutoHistory	You may mark this property as 'True' if you want to show history automatically while making bills. If this property set to 'False' you may view the history by clicking on 'F6: History' button.
DocAutoNewBill	You may set this property as 'True' if you want to create a new bill after saving a bill.
DocBatchFromList DocBatchFromSales DocBatchWise
DocBillNoPrefix	You may specify the prefix of invoice for posting purposes. You may set 'V' for Vat invoice 'R' for Retail invoice etc.
DocBookForCash	You may specify book for posting voucher of document if document term is Cash.
DocBookForCredit	You may specify Book for posting voucher of document if document term is not cash.
DocCalcFreeQty	You may specify Book for posting voucher of document if document term is not cash.
DocCalculateVAT	You may set this property as true to calculate vat.
DocCashName	You may specify the title of document to be printed in report if document term is cash. Specify Cash Memo in case you want to print cash memo along with document number.
DocChallanFactor	When an invoice is made against Challan then this property should be -1. If you are setting this property for challan it should be 1.
DocChallanWise	When a document is to be made against Challan then it should be true. You may also study 'DocChallanFactor' property.
DocClubSurchargeWithDsct DocCodeComm DocCodeExemptCost
DocCodeSale	Specify the sale account for posting.
DocCodeTax	Specify the tax account for posting.
DocCodeTaxFree	A separate column for tax-free part is available in column definition amount calculated according to tax-free rate is posted in this code.
DocCodeTDS	TDS amount posting code if TDS module is enabled.
DocColumnStyle	Specify the Column style name which designed in Doc. Columns. You may specify different column styles for different document.
DocCreditToCash	This is particularly applicable in case of petrol pumps where we send total sales in cash book, therefore we have to post credit sales also in cash to have correct cash in hand in cash book. If DocCreditToCash is true then the parties mentioned in each row shall be debited and cash a/c shall be credited.
DocCumTax	If rates are inclusive of tax set value of this variable to true. The Sale A/c you are using should not be marked as Inclusive of Tax under VAT Class. Total style should not have the SALE_TAX field and DocCalculateVAT must be true.
DocDefaultTerms	You may set this property as 'True'. If you want first term mentioned in DocTerms shall be treated as default term.
DocExciseTrading	You may set this property as 'True'. If this is an Excise Trading invoice.
DocFixPartyCode	You may fix the party account for this document type. This is may required where every sale is a cash sale. You may specify the cash account name. In such case it won't prompt you to select the party name while making document.
DocFullDocOnScreen	You may set this property to 'True'/'False' if you show/hide the totals in a single screen while making an invoice.
DocGridBackColor DocGridForeColor DocHidePart1
DocIncrementDate	You may set 'True', if you want to increment date of the next document by 1. This is also recommended in petrol pump total / credit sales.
DocInputStyle	Specify the Input style name which designed through Doc Inputs. You may specify different input styles for different document.
DocLetter1 to DocLetter8	You may design forwarding letters through Doc Report Forms and attach with the document. To attach letters with document specify the report form name in DocLetter1 to DocLetter8 properties which means you may attach 8 different letters with a document. To print letters preview the document and click on 'Others' button. It shows all the letter names. click on relevant letter to preview.
DocManufacturing
DocMergeSubitem	You may set this property 'True' to merge the value of subitem field with item description. To implement this property you required 'SUBITEM' column in Doc Columns and in printing you have to specify 'qDesc1' fields for printing 'DocReports'
DocMultiReportList	Prompt text which should appear in selection list if we have multiple reports.
DocMultiReports	You may create multiple formats for printing a document report. You should specify report names in this column separated by commas(,) e.g. STD_INV1, STD_INV_OLD Prompt text which should appear in selection list may be mentioned in 'DocMultiReportList' e.g. PRE-PRINTED, PLAIN PAPER
DocMyID	Some times we required uniqueness in different documents. You may assign different numbers in this property for uniqueness purposes.
DocName	This property is to specify title of document to be printed in report if document term is not cash. Specify Invoice in case of term is Bill. Remember that DocCashName shall be treated as title in case terms are Cash.
DocNarration	Specify narration of the document for posting. The format is - XXXXX ##. Where XXXXX denotes the prefix of narration and ## denotes the Document no. This is applicable when terms are not cash. E.g. in case of 'B.No. R-45' format should be 'B.No. R-##'. (UPDATE)
DocNarrationCash	Similar to 'DocNarration' property. It is applicable when terms are cash.
DocNoDateWarn
DocNoDuplicateItem	You may set this property 'True' if you don't want to allow to duplicate items in the document.
DocNoHistoryBtn	You may set this property 'True' if you want to hide 'F6: History' button from bottom button bar.
DocNoNegStock	If true, Negative stock will not be allowed in documents with stockfactor = -1. See also: DocWarnNegStock.
DocNoPriceList	You may set this property 'True' if no price list is applicable for this document.
DocOctroiRate
DocOrderFactor	When an invoice is made against order then this property should be -1. If you are setting this property for order it should be 1.
DocOrderWise	When a document is to be made against Order then it should be true. You may also study 'DocOrderFactor' property.
DocPreNumbered DocPrevSaleNotRqr DocPriceListCodes
DocPromptCopies	You may set this property 'True' if you want it asks which copies are required to be print while printing the document.
DocProperties	You may set some special properties of document. These properties may be set for different type of invoicing. Click Here to see list of properties.
DocRefName DocRafNameCash DocRefNoPrefix
DocRemarks1	You may set this property to give remarks for this document. To use docremarks1 for printing you have to specify 'r8("DocRemarks1")' in Caption. Similarly you may set DocRemarks2
DocReportName	Specify the Report style name which designed through Doc Reports. You may specify different Report styles for different document.
DocRetailBill	If set to true, when user tries to select this series for VAT dealer a warning message 'Can't issue Retail Invoice to VAT dealer' is shown.
DocRF DocScrapSales DocShellerMode
DocShowNoStockBatches	If document is batchwise and stock is maintained pick batches from batch list even if stock of batch is NIL.
DocShowPurpose DocShowQuantity DocStates DocStkCatgories
DocStockFactor	You may specify -1 to reduce stock, 1 to increase stock, 0 to no effect on stock. It may be 1 if document is for sale, -1 for purchase and 0 for order, estimate etc.
DocStripBColor DocStripFColor
DocTaxRate	Rate of Sale tax to be automatically picked with the document. Required Total Column: SALE_TAX in Total Style
DocTaxTitle	Title of Sale Tax. E.g. VAT, CST Required Total: SALE_TAX
DocTerms	List of Terms separated by comma ( , ) applicable to document. E.g. Bill,Cash
DocTitle1	You may specify the prefix for document number prompt. E.g. if we enter Invoice Number prompt will be Invoice No. Date prompt will be Invoice Date then specify 'Invoice' in this property.
DocTitle2	Title of document to be shown in document data entry window as main title. E.g. Invoices, Purchases, Challans etc.
DocTotalStyle	Specify the Total style name which designed through Doc Totals. You may specify different total styles for different document.
DocType	You may specify the document type here. Possible document types are: - Invoice, Purchase, Challan, DrNote, Order, Estimate, Shortage, CrNote, Excess, Receipt, Issue, O.Bal, Phy.Stock
DocVATBill	You may set this property 'True' if it is a VAT bill.
DocVoucherFactor	You may specify 1 If party is to be debited e.g. Invoice. You may specify -1 If party is to be credited e.g. Purchase. You may specify 0 If there is no voucher is to be passed.
DocWarning	You may specify the information/warning message in this property. If warning note is mentioned, it shall appear on selection of series.
DocWarnNegStock	If true, negative stock warning will be given. To disallow negative stock use 'DocNoNegStock'.
DocWindowsPrint MidSeriesName
SeriesCode	Main Series to be saved in document file, voucher file as prefix for document no., voucher no.
SeriesID	Auto Generated ID for this document type. This is unique for every document type.
SeriesName	Specify the name of Main Series here. One main series may contain multiple sub-series. E.g. VAT Invoice contains Sale VAT 4%, Sale VAT 12.5%. Here VAT Invoice is Series Name where as Sale VAT 4%, Sale VAT 12.5% are sub-series.
SubSeriesName	Specify the name of the sub-series.