My Docs
Docs
My Docs

Doc Req Groups

Concept

The Doc Req Groups page works with document requirement group records in the System module. It supports shared configuration and administration that affects multiple ERP modules.

Fields

FieldMeaning
Group CodeShort code for the requirement group.
NameDisplay name for the group.
ContextWorkflow or entity that requires the documents.
StatusWhether the group is active.

HowTo

  1. Open System and choose Doc Req Groups from the Document Mgt area.
  2. Use filters or search to find the record you need.
  3. Open the record to confirm its status and linked setup.
  4. For editable records, choose New or Update, complete the required fields, and save the record.
  5. Confirm the related workflow, access rule, notification, document requirement, or job now behaves as expected.

Screenshots

Document Management
Fig 1.0
Document Requirement Groups
Fig 1.1
Document Requirement Groups List
Fig 1.2
Document Requirement Groups Search
Fig 1.3
Document Requirement Groups New
Fig 2
Document Requirement Groups Save
Fig 2.1
Document Requirement Groups View
Fig 2.2
Document Requirement Groups Edit
Fig 2.3
Document Requirement Groups Delete
Fig 2.4
Document Requirement Groups Approve
Fig 3
Document Requirement Groups Unapprove
Fig 3.1
Document Requirement Groups Invalid
Fig 3.2
Prev
Doc Types
Next
Doc Req Items