Document Transaction Types (DTT)
Determine how the Consumer Goods Cloud offline mobile app processes a document, including whether the driver collects payment or the type of printed document. DTT is an attribute in Order Template and for delivery documents, it’s integrated into the Enterprise Resource Planning (ERP) system.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
DTT Options
Here are the various DTT options, categorized based on their Document Type that you can configure as needed.
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- For Document Type - Delivery
- Delivery Cash Invoice (CashInvoice): Creates an invoice where the driver collects payment.
- Delivery Credit Invoice (CreditInvoice): Creates an invoice where no payment collection is required.
- Non Valuated Delivery Note (ValuatedDeliveryNote): Creates a delivery note with pricing as confirmation. The legal invoice is created from the ERP.
- Valuated Delivery Note (NonValuatedDeliveryNote): Creates a delivery note with
products and quantities but no pricing. The legal invoice is created from the ERP.
When you use Valuated Delivery Note or Non Valuated Delivery Note as the Document Transaction Types, the driver can’t see the payment related fields in the delivery document header.
- For Document Type - Delivery
- For Document Type - Order Entry
- Cash Order (CashOrder): Creates an order confirmation and the user collects the payment.
- Credit Order (CreditOrder): Creates an order confirmation with no payment collection.
- No Payment Order (NoPaymentOrder): Creates orders that aren’t payment relevant.
- Van Sales Cash Invoice (VanSalesCashInvoice): Creates van sales orders where the driver collects payment.
- Van Sales No Payment Invoice (VanSalesNoPaymentInvoice): Creates van sales orders with no payment collection.
- For Document Type - Inventory
- Cash Invoice (InvoiceCashInvoice): Creates invoice documents with payment collection for cash customers.
- Credit Invoice (InvoiceCreditInvoice): Creates invoice documents with payment collection for credit customers that exceed the limit.
- Credit Memo (CreditMemo): Creates a credit memo for returned products.
- No Payment (NoPayment): Creates invoice documents that aren’t payment relevant.
Customer Document TA Types
In certain markets, customers determine the type of printed document and whether cash collection is necessary. Use Customer Document TA Types in Order Template to override the Document Transaction Type (DTT) in Order Template with Document Transaction Type in Customer Extension.
If the Use_Customer_Document_TA_Type setting is No, then DTT is derived from Order Template.
If Use_Customer_Document_TA_Type setting is Yes and Document Type is
- Order Entry: Uses DTT in Order Document Transaction Type (Payer Role) in Account Extension.
- Invoice: Uses DTT in Invoice Document Transaction Type (Payer Role) in Account Extension.
- Delivery: Uses DTT in Delivery Document Transaction Type (Payer Role) in Account Extension.
DTT is set as empty if relevant Order Template or Customer Extension settings are empty.
