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Required Document Types

Make the following menu selections to display this page:

eFinancials—Setup—Global Setup—Required Document Types

ePO —Setup—Global Setup—Required Document Types

Use this page to set up or edit Required Document Types. Once set up, then they are available in the drop-down lists for Required Document Types fields on these tabs:

Required document information can be added to Vendors, including the Vendors used in Subcontracts, Subcontracts, and Jobs.

You can set up multiple Required Document Types.

Examples

Refer to Required Documents Overview for additional information.

Fields Lists

The following fields and buttons appear on the Required Document Types page.

+ Add new record (button)

Click to add a new required document type. Fields appear in a new line in the grid for you to complete in order to add a new Required Document Type.

Document Type

The name of a Required Document Type. Click in the field to add or edit the name.

For example, you may want to enter WC (for Workers Compensation) and Liability (for Liability Insurance).

Description

A description of the Required Document Type. Click in the field to add or edit the description.

For example, continuing the examples above, you may want to enter Workers Compensation and Liability Insurance as descriptions.

Active (check box)

When adding or editing a Required Document Type, check the box to make it active, which means that it is then available in drop-down lists on these pages:

Setup Vendors - Required Documents Tab

Options and Status tab accessed via the Subcontract Entries Grid.

Has Effective Date (check box)

When adding or editing a Required Document Type, check the box to give the Required Document Type an effective date.

Has Expiration Date (check box)

When adding or editing a Required Document Type, check the box to give the Required Document Type an expiration date.

Actions

Use the buttons located in this column to perform an action for the Required Document Type that you are adding or editing.

For adding, options are Update or Cancel.

For editing, options are Edit and Delete.

Procedures

ClosedTo Add a Required Document Type

  1. Select Setup—Global Setup—Required Document Types. The Required Document Types grid appears.
  2. Click + Add New Record. Fields appear in the grid on a new line.
  3. Use the Fields list above to help you complete the fields.
  4. Click Update.

ClosedTo Edit a Required Document Type

  1. Select Setup—Global Setup—Required Document Types. The Required Document Types grid appears.
  2. Click the Edit button for the Required Document Type you want to edit. The fields and check boxes become editable.
  3. Use the Field list for help editing the Required Document Type.
  4. Click Update to save your changes.

ClosedTo Delete a Required Document Type

  1. Select Setup—Global Setup—Required Document Types. The Required Document Types grid appears.
  2. Click the Delete button for the Required Document Type you want to delete. A confirmation message appears.
  3. Click OK to delete the Required Document Type.

Additional Information

ClosedEffect of Permissions

Permissions must be set in the System module to access all Required Document Types setup activities.

System module—Security—Users—eFinancials—Setup—Global Setup—Required Document Type

Required Document Types setup has separate permissions for Add, Edit, Delete, and View.

See Also

eFinancials Setup Introduction

ePO Setup Introduction

 

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