It is possible to define different types of financial document, with different criteria.
These financial document types are used to categorize financial documents, such as "estimate" or "invoice". When creating a financial document , you must select its type.
Liste des types de pièces financières
Rights required : 
Consultation of a type of financial document
Permet d’ajouter un type de pièce financière. 
Financial document types - Creating and modifying a financial document type
Rights required : Creation of a financial document type
Permet de modifier un type de pièce financière. Financial document types - Creating and modifying a financial document type
Rights required : Modification of a financial document type
Creating and modifying a financial document type
The screens for creating and modifying a financial document type are similar.
Rights required :
- Consultation of a type of financial document
- Creation of a financial document type (creation)
- Modification of a financial document type (change)
Here are the fields found on this screen:
WordingCode Long label Description Order representation Parent part type codeCalendar Available budgets This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Permet de supprimer un type de pièce financière.
Rights required : Deleting a type of financial document
Affiche la liste des modifications effectuées sur ce type de pièce financière, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Validates your changes. This may redirect you to the previous page on some screens.