Document types and their assigned attributes

This table shows the predefined SyteLine document types in Document Management, the Document Management entity name associated with the document type, and the attributes that can be used to search and filter within each document type.

Document type	Entity name	Additional attribute IDs *
CS_PurchaseOrder	InforPurchaseOrder	PoNum, VendNum, BOD Reference Accounting Entity, BOD Reference Document ID, BOD Reference Noun, BOD Reference Revision ID
CS_SalesInvoice	InforSalesInvoice	InvNum, CustNum, CoNum, BOD Reference Accounting Entity, BOD Reference Document ID, BOD Reference Noun, BOD Reference Revision ID
CS_ServiceInvoice	InforSalesInvoice	CustNum, SroNum, BOD Reference Accounting Entity, BOD Reference Document ID, BOD Reference Noun, BOD Reference Revision ID
CS_SupplierInvoice	InforSalesInvoice	PoNum, PayType, VendNum, InvoiceNumber, BOD Reference Accounting Entity, BOD Reference Document ID, BOD Reference Noun, BOD Reference Revision ID (Optional: InvoiceDate, VendorOrder, Freight, MiscCharges)

* These attributes are common to all document types, so are not listed in the table: AccountingEntity, EntityType, Location, Description, IncludeInBundle, and TaskNumber.

Because a service invoice is a type of sales invoice, it uses the InforSalesInvoice entity name. However, the context is slightly different: service invoices have the SRO number attribute, while sales invoices have the customer order number attribute.

If you add attributes to a document type, be aware that the attribute ID in Document Management must exactly match the IDO property name that is sent from SyteLine. This is true for most of the document types. However, for CS_SupplierInvoice, the attribute ID and IDO property name need not match. If the optional attributes are included for a supplier invoice, SyteLine can use them.