Choosing a document type
Create a new analyzer with a document type when:
- you want incoming supplier invoices to create Purchase Invoices
- you want customer documents to create Sales Orders, Sales Invoices, or Sales Quotes
- you want receipts to create expense journal lines
- you want a document to update a custom process instead of the normal purchase or sales flow
Do not create a new document type setup just because a vendor uses a different layout. If the business outcome is still the same, create another analyzer for the same document type.
Examples:
- Vendor A invoice and Vendor B invoice should both become purchase invoices. That usually means two analyzers, but the same document type: Purchase Invoice.
- Employee meal receipts should become expense entries. Use Expense Receipt.
- A custom intake form should write to a custom table. Use Custom/Other.
Quick selection guide
Section titled “Quick selection guide”| Choose this document type | Use it when you want documents to become |
|---|---|
| Purchase Invoice | purchase invoices from suppliers |
| Purchase Order | purchase orders |
| Purchase Quote | purchase quotes |
| Purchase Credit Memo | purchase credit memos |
| Sales Invoice | sales invoices |
| Sales Order | sales orders |
| Sales Quote | sales quotes |
| Sales Credit Memo | sales credit memos |
| Packing Slip | packing-slip style documents |
| Transfer Order | transfer-order style documents |
| Expense Receipt | expense journal lines from receipts |
| Custom/Other | a custom table or non-standard process |
Read next
Section titled “Read next”- Continue to Creating an analyzer.
- Return to Creating document types for the section overview.