Document Transaction Types in DSD
Key Takeaway
The Order Template's Document Transaction Type (DTT) decides whether the driver collects payment and what type of document gets printed. When Use_Customer_Document_TA_Type is Yes, the customer's Customer Extension field for that document type supplies the DTT instead of the Order Template.
A Document Transaction Type (DTT) tells the Agentforce Consumer Goods offline mobile app how to process a document, including whether the driver or sales rep collects payment and what type of document gets printed. In direct store delivery (DSD), the DTT decides how a delivery ends. The delivery can end in an invoice the driver collects cash for, an invoice with no payment collection, or a delivery note. With a delivery note, the Enterprise Resource Planning (ERP) system creates the legal invoice.
Where the DTT is set
DTT is an attribute on the Order Template, so documents built from that template follow its payment and printing behavior. For delivery documents, the DTT is integrated into the ERP system.
The DTT options are grouped by the template's "Document Type". The Order Entry record type of an Order Template supports three document types:
- Delivery: pre-ordered products delivered from truck stock during a tour.
- Order Entry: advance, direct and van sales orders, returns, advertising materials and free goods.
- Invoice: billing and financial records.
On the Order Template, "Document Transaction Type" is a dependent picklist controlled by Document Type, so the values a template offers depend on its Document Type. Advanced Order also carries a Document Transaction Type picklist.