In a Navigator system, each document type must have a parent element. In some places in the system this element is called a Group, in others it is called a Parent Element. This concept covers the kind of document type that determines its structure, the possibility of using created forms or the possibility of configuration. Some document type names are self-explanatory, some require a comment. Descriptions for most of the settings are in a separate article. Below is a complete list of parent items:
Assortment
this type of document may be part of an invoice, offer, etc.
Ability to use forms defined by user: yes
Settings: Standard assortment, Workflow
Budgets
this type of document is used to define budget forms
Ability to use forms defined by user: yes
Settings: Integration with a data warehouse, Permission control, Integration with an OLAP cube, Rounding of values
Objectives
Ability to use forms defined by user: no
Settings : Workflow, Warehouse
Price lists
Ability to use forms defined by user: no
Settings : Workflow
Documents
Ability to use forms defined by user: yes
The settings are described in a separate article.
Register
Ability to use forms defined by user: no
Settings : Reference number scheme, Width of columns on accounts records, Workflow
Glossary elements
Ability to use forms defined by user: yes
Settings : Basic settings, payment
For a description of the use of this type of document, see this article.
Working time records
Ability to use forms defined by user: no
Settings : Workflow
Typical settings for this type of document:
Record type – you can choose hourly or daily
Is the default for all employees – yes or no, if you select yes, this type of worksheet will be set by default for all employees
Set the employee to the current one – after selecting yes, the logged in user will be added in the employee card field
Set the card date to the current date – The current date will be entered into the work card Date field
Default tab – by default, there are two options to choose from: plan and implementation. The worksheet will open on the selected tab by default.
Hide the left side – the left side of the form will not be shown in both detail and editing mode.
Campaign
Ability to use forms defined by user: no
Settings : Workflow
Candidates
Ability to use forms defined by user: no
Settings : Workflow
Contact ???
Ability to use forms defined by user: no
Settings : Workflow
Contractors
Ability to use forms defined by user: yes
Settings : Workflow
Typical settings for this type of document: Split Address Field. separates the field address into street, house number and apartment number.
Warehouses
Ability to use forms defined by user: no
Settings : Workflow
Absences
Ability to use forms defined by user: no
Settings : Printouts, Reference number scheme, Workflow
Typical settings for this type of document:
Option to edit the number of hours / days – Allows you to manually change the number of days or hours of absence
Divert action by status – after reaching the selected status, the documents will be forwarded during the workflow.
Hide the left side – the left side of the form will not be shown in detail and editing mode.
Files
Ability to use forms defined by user: no
Settings : Workflow
Payments
Ability to use forms defined by user: no
Settings : Reference number scheme, Printouts, Workflow
Planned payments
Ability to use forms defined by user: yes
Settings : Reference number scheme, Workflow
Payments settled
Ability to use forms defined by user: yes
Settings : Reference number scheme, Printouts, Workflow
Payment account
Ability to use forms defined by user: no
Settings : Workflow
Payment reports
Ability to use forms defined by user: no
Settings : Reference number scheme, Printouts, Workflow
Typical settings for this type of document: Default type of settled payment – we indicate here the type of document of the settled payment.
VAT registers
Ability to use forms defined by user: no
Settings : Reference number scheme, Workflow
Strategy
Ability to use forms defined by user: no
Settings : Workflow
Structure
Ability to use forms defined by user: no
Settings : Workflow
Typical settings for this type of document: Level – allows you to select a level in the organizational structure hierarchy.
Users
Ability to use forms defined by user: no
Settings : Workflow
Settings typical for this type of document: Hide left side – the left side of the form will not be shown in detail and editing mode.
Task
Ability to use forms defined by user: no
Settings : Reference number scheme, Printouts, Buttons, Permissions, Workflow
Typical settings for this type of document:
Archiving above the status
Modification right for the person who added:
Type of history record:
Hide the left side – the left side of the form will not be shown in detail and editing mode.