Explore our Knowledgebase

Setting Up a New Document Type

Instructions for setting up a new document type: to create a new Document Type ID in Dynamics GP browse to Microsoft Dynamics GP > Tools > Setup > Sales > Sales Order Processing in your Dynamics GP window.

You should now see the Sales Order Processing Setup window. Toward the bottom of the window click on the Sales Document Setup button and then select either Order or Fulfillment Order/Invoice depending on what type of Document Type you’re trying to create:


You should now see the Sales Order Setup window. From here you can specify the new Order ID, Order ID Next Number and other appropriate options:


Once you have determined the appropriate name for your new Document Type ID click the Save button.