Document Policies are custom messages/notes/information/conditions that are printed (usually at the bottom of the document) along with the system documents and their aliases.
'All prices are valid for a week from the date of the document’, maybe your company's policy for Sales Orders.
- Your POS Invoice may have a message, ‘Thank you for doing business with us’.
You can also set up a document policy for a document alias or for individual customer or vendor documents. (Policies can be modified for individual documents).
When a document is created for a specific customer, the policy defined for that document for the particular customer will be displayed.
If a policy has not been set for the customer, the policy defined for the document alias will be displayed.
If no policy exists for the alias, the default specified in the Document Default Preferences is displayed.
It is not mandatory to attach a document policy to all your documents.
Create a Document Policy:
To create a document policy, do the following:
From the main menu bar, select File > Setup > Miscellaneous > Document Policy. You will see the Document Policies browser.
From the Document Policies browser, select Options > New > In New Window. You will see the Document Policy profile.
Specify the details and click Save.
The Document Policies Browser:
The Document Policies browser (path: File > Setup > Miscellaneous > Document Policy) displays a list of the document policies and other related information. To view or edit a document policy from the browser, highlight the record and double-click it. Options common to all browsers are also available in this browser.
The Document Policy Profile:
The Document Policy profile allows you to expand document policies.
Specify the policy code by entering a maximum of 15 characters of any type. You cannot modify this field.
Enter the description of the policy using a maximum of 40 characters of any type.
Enter the custom messages/notes/information/conditions to be printed on the documents.
Modify a Document Policy:
You can modify a document policy from the following locations:
The Document Policies browser - Highlight the record you want to modify. Select Options > Edit > In New Window.
The Document Policy profile - Specify the document policy Code.
You cannot modify the Code field.
Discontinue/Reactivate a Document Policy:
Everest allows you to temporarily discontinue records of document policies. When a record is discontinued, it is not deleted from the database; it is merely deactivated. A discontinued record can be made available for selection by activating it again.
If a document policy is selected in the default preferences for a document, then that policy cannot be deactivated.