Document Class Setup

The Document Class Setup maps each Document Class to the process step that Core should run next for documents of that class. It lets you tailor how different kinds of documents flow through the DEXPRO apps.

Open the list from Core Setup (Document Class Setups action) or by searching for Document Class Setups.

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Concepts

Document Class

The Document Class classifies an incoming document. It is an extensible enum, so the available values depend on which DEXPRO apps are installed:

• Unassigned — the default value used when no specific class applies.
• Downstream apps add their own values. For example, SQUEEZE contributes classes such as Invoice, Credit Memo, and Order Confirmation.

Next Process Step

The Next Process Step determines what happens to a document of a given class after it is received. It is also an extensible enum, so installed apps can add their own steps — for example, the Breeze Interface app contributes an additional value.

Document Class Setup card

Open a line to see the card for a single Document Class.

• Document Class — the class this setup applies to.
• Next Process Step — the step Core runs next for documents of this class.

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Usage

• Open Document Class Setups.
• Create or select a line for the Document Class you want to configure.
• Choose the appropriate Next Process Step.

Because both Document Class and Next Process Step are extensible, the values you see reflect the DEXPRO apps installed in your environment. Installing an app can add new classes and steps to choose from.

Related features

• Core Documents
• Field Mapping
• Extensibility