Xilnex-AutoCount - Document Type Mapping

Xilnex-AutoCount - Document Type Mapping

This guide explains how to activate and configure Document Types—which modules and documents are integrated and how they behave during posting.

1. What Is Document Type Configuration?

Document Type defines:
  1. Which Xilnex modules (Sales, Purchase) are integrated
  2. Which specific documents within each module are posted (e.g., "Purchase Invoice (Receive)", "Purchase Invoice (Consignment)")
  3. How each document is handled during posting (options like multi-currency, GRN verification, date logic)

2. Step-by-Step: Activating a Module

Step 1: Navigate to Document Type

  1. In the Xilnex Web Portal, go to: Integration > AutoCount > Document Type
  2. Select the module you want to configure from the dropdown (e.g., Sales, Purchase, Creditor, Debtor, Cash Sales)
  3. A list of available document types for that module appears

Step 2: Select and Activate Documents

  1. 1. In the list, find the document you want to integrate (e.g., "Cash sales (Retail)" or "Purchase invoices (Receive)")
  2. Click "More" or "Edit" next to the document
  3. In the details panel, set the document status to "Active"
  4. Click "Save"

Step 3: Configure Posting Options

Depending on your module, additional options appear:

Module-Specific Configuration Options
Sales Module

Option
When to Enable
Effect
Generate date based on business session
Store operates past midnight (e.g., 24-hour retail)
System records sales date based on business session, not calendar date
Include Return Sales
You want negative sales included
Credit/return transactions are posted in consolidated sales
Enable posting multi-currency
You accept foreign currency sales
Foreign currency sales are posted with currency conversion

Purchase Invoice Module

Option
When to Enable
Effect
Generate document date based on invoice date

You want dates based on supplier invoice date

Posting date references supplier invoice date, not GRN date

Enable posting multi-currency

You purchase from foreign suppliers

Foreign currency invoices are posted with conversion

Show verified GRN only

You want to exclude pending GRNs

Only GRNs marked as verified in Xilnex are posted

Generate document and posted date based on posting date
You post GRNs on a different date

Document date aligns with actual posting date


Purchase Return Module

Option
When to Enable
Effect
Enable posting multi-currency
You return foreign currency purchases
Multi-currency returns are supported
Generate document based on invoice date
(if applicable)
Return date references source invoice date


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