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:
- Which Xilnex modules (Sales, Purchase) are integrated
- Which specific documents within each module are posted (e.g., "Purchase Invoice (Receive)", "Purchase Invoice (Consignment)")
- 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
- In the Xilnex Web Portal, go to: Integration > AutoCount > Document Type
- Select the module you want to configure from the dropdown (e.g., Sales, Purchase, Creditor, Debtor, Cash Sales)
- A list of available document types for that module appears
Step 2: Select and Activate Documents
- 1. In the list, find the document you want to integrate (e.g., "Cash sales (Retail)" or "Purchase invoices (Receive)")
- Click "More" or "Edit" next to the document
- In the details panel, set the document status to "Active"
- 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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