Choosing Draft Enumerator for Document Type

Important: The out-of-the-box Billing functionality was broadened and now allows you to choose between the Released or Draft enumerator types. You can assign draft enumerators only to the CM, DM, Payment, or Refund document types.

You can choose a draft enumerator for the documents of a particular type in two ways:

Option 1

1. In Billing CP, go to System > Settings > More Finance Settings > Enumerator Classes. The list of all enumerator classes is displayed.
2. Switch to the Enumerator Classes per Document Type tab. The list of document types and their currently used enumerators is displayed.
3. Click Edit. The fields become editable.

4. Select the necessary document type. Choose the necessary enumerator class from the drop-down list, and click Save. You have successfully assigned a draft enumerator to the selected document type.

   Important: All the existing enumerator classes are available for choice as either a Draft Enumerator or Released Enumerator.

Option 2

1. In Billing CP, go to System > Settings > More Finance Settings > Enumerator Classes. The list of all existing enumerator classes is displayed.
2. Click the necessary enumerator class. The General settings are displayed.
3. Switch to the AR Document Types tab. The list contains the document types which use this enumerator class for numeration.
4. Click Add New AR Document Type and select the necessary values of the fields:
   • AR Document Type: Select Payment, Refund, Credit Memo, or Debit Memo from the drop-down list.
   • Enumerator Type: Select Draft. The Draft option appears on the screen only when you choose Payment, Refund, Credit Memo, or Debit Memo in the Document Type field.
5. Click Save. You have successfully assigned a draft enumerator to the chosen document type.