Document Categories in Oracle Apps

A document category is a set of documents (invoices or payments) that share similar characteristics. A single document sequence can be assigned to one or more document categories. For example, same sequence can be assigned to all invoice categories.

Payables predefine the following Categories for Payables documents:-
 

• Predefined invoice categories: Standard Invoices, Credit Memo Invoices, Debit Memo Invoices, Expense Report, Interest Invoices, Mixed Invoices, Prepayment Invoices, Recurring Standard Invoices, PO Price Adjustment Invoices, Adjustment Invoices.

•  Predefined payment categories: Check Payments, Clearing Payments, Electronic Payments, Supplier Refund Payments, Wire Payments.When a document is created, Payables automatically assigns the default document category to the document.

• Invoices: Payables assigns a default invoice document category in the Document Category Name field in the Invoices window based on the value you select in the Invoice Type field in the invoices window

• Payments: In the Payment Documents window, Payables defaults the payment document category based on the payment method you assign to the payment document. When you create a payment, the document category defaults from the payment document.