This chapter gives instructions how to add new document subtype into the system. This procedure is pretty complex and consists of the following steps:
1. Add registry (if required). If there’s no registry in the Registers classifier to which the new document subtype could be attributed to, firstly you have to create a new registry record in the Registry classifier (described in chapter 5.2.1 Registers). If the new document subtype will be attributed to the already existing registry, skip this step and continue with the following instruction steps.
2. Add document type (if required). If the new document subtype will be attributed to the new document type, create a new document type in the document type classifier (described in chapter 5.2.2 Document types). If the new document subtype will be attributed to the already existing document type, skip this step and continue with the following instruction steps.
3. Add document subtype. Create a new document subtype record in the “Document subtype” classifier (described in chapter 5.2.3 Document subtypes).
4. Map with applicant type. Specify which applicant types (displayed in the field {Registered by}) will be available during this document subtype registration. Document subtype and applicant type mapping is performed in the “Registered by mapping” classifier (5.2.5 Registered by mapping). You can also create a new applicant type and map it to the document subtype, if there’s no appropriate applicant type in the list. Applicant types can be created in the “Registered by” classifier (5.2.4 Registered by).
5. Map with party role. Specify which party roles will be available during this document subtype registration. Document subtype and party role mapping is performed in the “Party role mapping” classifier (5.3.2 Party role mapping). You can also create a new party role and map it to the document subtype, if there’s no appropriate party role in the list. Party roles can be created in the “Party roles” classifier (5.3.1 Party roles).
6. Specify nature of transaction. If you have marked checkbox “Is for lavims” while creating the new document subtype record (step 3), then you have to specify nature of transaction of this this document subtype in the “Transaction nature mapping classifier” (described in chapter 5.11.4 Transaction nature mapping). If the parameter “Is for lavims” is not marked, you can skip this step and continue with the following steps.
7. Map with security level. Specify which security level will be applied to this document subtype. Document subtype and security level mapping is performed in the “Security levels mapping” classifier (5.8.2 Security levels mapping). You can also create a new security level and map it to the document subtype, if there’s no appropriate security level in the list. Security levels can be created in the “Security levels” classifier (5.8.1 Security levels). To read more about security levels please look to the chapter 4.1 Access control.
8. Map with tax class. Specify which tax class will be used for automatic tax calculation (drools file) for this document subtype. Document subtype and tax class mapping is performed in the “Tax mapping with register” classifier (5.6.8 Tax mapping with register).
9. Map with tax parameters. Specify which document parameters will be used for tax calculation for this document subtype. Document subtype and tax parameters mapping is performed in the “Doc-subtype parameters mapping” classifier (5.11.5 Doc-subtype parameters mapping). Note that the same tax parameters will also have to be marked in the document subtype map (Subtype map preparation will be performed in step 13).
10. Map with taxation file. Specify which taxation (drools) file will be used for automatic tax calculation for this document subtype. Document subtype and taxation file mapping is performed in the “Taxation files mapping” classifier (5.6.6 Taxation files mapping).
11. Edit Taxation file. Taxation file will be used to calculate taxes automatically. To add new document subtype into DROOLS file you should use the same data structure and parameters already defined in this file. These parameters must reflect the fields marked in document subtype and parameters map (6.1 Edit Taxation file).
12. Upload Taxation file. Upload modified taxation (drools) file to the system. Taxation file upload is performed in the “Taxation files” classifier (5.6.5 Taxation files).
13. Modify subtype map. Add a new subtype to the subtype map (6.2.1 Add new subtype) and prepare map for upload to DB (6.2.2 Prepare map for upload). Note that tax parameters added to the subtype map must coincide with tax parameters entered in the “Doc-subtype parameters mapping” classifier (step 9).
14. Upload subtype map. Upload prepared map to the database (6.2.3 Upload prepared map to DB)
Each step should be executed very thoroughly.