Special Document Types

  • Published on Apr 29, 2026
  • 9 minute(s) read
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Feature Overview

Document Customizer includes a set of specialised document types and advanced features that extend the standard document catalogue beyond the core sales and purchase documents. These are activated through dedicated setup actions on the Document Customizer page, often requiring Feature Management to be enabled first. This article covers the following areas: Hierarchy Columns (for documents that display nested BOM or order hierarchies), Customs Tariff Columns (for export documents requiring tariff code and country-of-origin information), Waybill Columns (for transport documents), and Image Scaling for controlling picture sizes in column cells. Structured payment references (FIK, KID, BGMAX) are covered in the dedicated Payment Reference article.

Hierarchy Columns allow a report to render a nested, tree-structured set of line columns — for example, a pick instruction that shows the parent sales order alongside its sub-items, each with their own header and column layout. A Report Hierarchy Template defines a set of table/column/header combinations that are traversed in sequence to build the hierarchical view.

Customs Tariff Columns add a separate column section at the bottom of qualifying documents (typically export invoices and shipments) that lists each line's customs tariff number, country of origin, and net weight — the information required for customs declarations. This section is enabled via Feature Management and configured via a dedicated Column Template assigned in Document Customizer Content.

Waybill Columns similarly add a secondary column block to transport documents, enabled via Feature Management, with their own Column Template.

Image Scaling (Target Image Size) controls whether picture column images are rendered at their original dimensions or downscaled to a pixel limit, preventing oversized images from breaking document layouts.

Key Facts
Hierarchy Columns Requires Report Hierarchy Template setup; assigned via Hierarchy Columns in Document Customizer Content
Customs Tariff Columns Requires Feature Management: "Show Customs Tariffs"; activated via "Customs Tariff Setup" action; assigned via Customs Tariff Columns in Document Customizer Content
Waybill Columns Requires Feature Management: "Show Waybill Lines"; activated via "Waybill Columns Setup" action; assigned via Waybill Columns in Document Customizer Content
Payment Reference FIK 71, FIK 75, KID, BGMAX — see the dedicated Payment Reference article
Image Scaling options Original Size (no scaling) or Custom Size (downscale to N pixels on the longest dimension)
Proforma variants Two proforma invoice variants: Proforma on Ship Quantity, and Proforma on Shipped Not Invoiced Quantity
Statement Extended Extended customer statement with running balance; separate setup action in Document Customizer
Pane Envelope variants Sales Invoice and Credit Memo pane envelope variants for window-envelope printing

Getting Started

Enabling Customs Tariff Columns:

  1. Open Feature Management (Document Customizer → Feature Management) and enable the feature "Show Customs Tariffs".
  2. Return to Document Customizer and use the action Customs Tariff Setup (under "Add setup for new document types") to generate the default Column Template for customs tariff lines.
  3. The Customs Tariff Columns field becomes visible in Document Customizer Content. Assign the generated column template (or a customised one) to the relevant documents.

Enabling Waybill Columns:

  1. Enable the "Show Waybill Lines" feature in Feature Management.
  2. Use the action Waybill Columns Setup to generate the default Column Template.
  3. Assign the template via the Waybill Columns field in Document Customizer Content.

Setting up a Hierarchy Report:

  1. Open Report Hierarchy Templates (accessible from Document Customizer Layouts → Hierarchy Columns).
  2. Create a template and define the table/header/column combinations for each level of the hierarchy.
  3. In Document Customizer Content, assign the template via the Hierarchy Columns field.

Related Features

Special Document Types build on the same Column Setup infrastructure used by standard documents — Customs Tariff Columns and Waybill Columns are simply additional Column Templates assigned to dedicated slots. Layout & Visual Design controls the barcode rendering (type, font, size) that is used when Customs Tariff or Waybill lines include barcode columns. The Report Templates & Multi-Layout feature allows you to create separate template variants for special document types just as for standard documents. Structured payment references (FIK, KID, BGMAX) integrated with Footer & Sections are covered in their own dedicated article.

User Stories

US-01: Enable and configure Customs Tariff Columns on export invoices

As a IT Manager
I want to add a customs tariff section to export sales invoices showing the tariff number, country of origin, and net weight for each line
So that the invoice can serve as the customs declaration document for cross-border shipments

Setup:

  1. Open Document Customizer → Feature Management and enable "Show Customs Tariffs".
  2. On the Document Customizer page, under "Add setup for new document types", run Customs Tariff Setup. This generates a default Column Template for customs tariff lines.
  3. In Document Customizer Content, the Customs Tariff Columns field is now visible. Assign the generated template to the Sales Invoice row (and any other export documents).
  4. Open the Customs Tariff Columns template in Column Setup and verify the fields (Tariff No., Country/Region of Origin, Net Weight) are correctly mapped to the Item table fields.
US-02: Enable Waybill Columns on warehouse shipment documents

As a Business Manager
I want to add a waybill column section to printed warehouse shipments that includes carrier reference, package count, and gross weight
So that the shipment document doubles as a transport waybill without requiring a separate printout

Setup:

  1. Enable "Show Waybill Lines" in Document Customizer Feature Management.
  2. Run Waybill Columns Setup from the Document Customizer page to generate the default Waybill Column Template.
  3. In Document Customizer Content, assign the waybill template to the Warehouse Shipment and Posted Warehouse Shipment rows via the Waybill Columns field.

Payment Reference (FIK, KID, BGMAX): Configuration of structured payment references for Danish, Norwegian, and Swedish payments is covered in the dedicated Payment Reference article.

US-03: Use image scaling to prevent oversized item pictures from breaking the column layout

As a IT Manager
I want to ensure that item pictures in the picture column are automatically downscaled to a maximum of 72 pixels on the longest dimension, regardless of the original image size
So that documents with product images remain well-formatted even when the item catalogue contains large, high-resolution photos

Setup:

  1. In Document Customizer Content for the relevant document row.
  2. Set Target Image Size to Custom Size.
  3. Set Target Image Size (Pixels) to 72 (or another appropriate maximum dimension in pixels).
  4. Save. At print time, any image larger than 72 pixels on either dimension will be downscaled proportionally to fit within 72 pixels. Images already smaller than 72 pixels are not upscaled.

Note: Downscaling converts the image to JPEG format regardless of the original format. Set the pixel limit based on the column width in your layout — a 50 pt column at 72 dpi corresponds to approximately 50 pixels.

US-04: Set up a Hierarchy Pick Instruction with nested order and item levels

As a IT Manager
I want to configure the Hierarchy Pick Instruction report to show sales orders as the top level, with their lines grouped below each order header
So that warehouse pickers can see all picks organised by source order rather than as a flat list

Setup:

  1. Open Report Hierarchy Template Setup (accessible from Document Customizer Layouts or by searching).
  2. Create a new Hierarchy Template (e.g. PICK-HIER). Add two rows:
    • Row 1: Table No. = Sales Header, Header = the sales order header template, Columns = the order-level column template, Header Rows = 8.
    • Row 2: Table No. = Sales Line, Header = the line header template, Columns = the line column template.
  3. Open Document Customizer Content for the Hierarchy Pick Instruction row and set Hierarchy Columns to PICK-HIER.
  4. Run the Hierarchy Pick Instruction setup action from the Document Customizer page to generate the default content for this report type.
US-05: Configure the Sales Invoice Pane Envelope variant for windowed envelope mailing

As a Business Manager
I want to use the pane envelope variant of the sales invoice so that the address block is positioned to show through the window of a C5 or DL envelope
So that invoices can be mailed directly in pre-windowed envelopes without requiring address labels

Setup:

  1. On the Document Customizer page, run Sales Invoice Pane Env. Setup under "Add setup for new document types". This creates the Pane Envelope report content.
  2. In Document Customizer Layouts, configure the Sales Invoice Pane Env. layout with the precise address position (Vertical Pos., Horizontal Pos.) matching your envelope window.
  3. Set the Pane Envelope report as the standard report via Set as standard report on the Document Customizer page.
  4. Alternatively, assign it via Default Report Setup for specific customers who receive windowed-envelope invoices.
US-06: Set up the Statement Extended report for customers requiring a running-balance statement

As a Accountant
I want to send customers a detailed account statement that shows each transaction with a running balance, rather than the simplified standard statement
So that customers with many transactions can reconcile their account against our records

Setup:

  1. On the Document Customizer page, run Create Statement Extended Setup under "Add setup for new document types". This copies the Statement template configuration to the Statement Extended variant.
  2. Review and customise the Statement Extended content in Document Customizer Content as needed.
  3. Set the Statement Extended report as the standard via Set as standard report, or configure it as the default for specific customers via Default Report Setup.

Note: The Statement and Statement Extended are mutually exclusive as the standard report — activating one deactivates the other. Choose based on whether your customers primarily need a summary statement (standard) or a detailed running-balance statement (extended).

US-07: Configure a Proforma Invoice based on shipped-not-invoiced quantity

As a Business Manager
I want to generate a proforma invoice that reflects only the quantity shipped but not yet formally invoiced, as a billing preview for the customer
So that customers can prepare payment before the final invoice is issued without seeing quantities not yet shipped

Setup:

  1. On the Document Customizer page, run Proforma Invoice on Ship Not Invoice Quantity Setup under "Add setup for new document types".
  2. This creates a separate report content entry for the "Shipped Not Invoiced" proforma variant.
  3. Configure the document in Document Customizer Content as needed (header, columns, footer).
  4. The report is triggered from sales orders and filters lines to show only shipped-not-invoiced quantities.
US-08: Add setup for a Transfer Order document type

As a Business Manager
I want to print a formatted transfer order document using Document Customizer for internal stock transfers between locations
So that transfer documents have the same professional appearance as customer-facing documents

Setup:

  1. On the Document Customizer page, run Default Transfer Order Report Setup under "Add setup for new document types". This creates the default content and layout configuration for the Transfer Order.
  2. Review the Transfer Order row in Document Customizer Content and customise header, columns, and footer as needed.
  3. Set the Transfer Order as the standard report via Set as standard report.

Field Reference

Field Where to find it What it does Default
Hierarchy Columns Document Customizer Content Assigns a Report Hierarchy Template for hierarchical document rendering —
Customs Tariff Columns Document Customizer Content Assigns a Column Template for the customs tariff section (visible when feature enabled) —
Waybill Columns Document Customizer Content Assigns a Column Template for the waybill section (visible when feature enabled) —
Target Image Size Document Customizer Content Image scaling: Original Size or Custom Size Original Size
Target Image Size (Pixels) Document Customizer Content Maximum pixel dimension for Custom Size image scaling —
Split Operations by Page Document Customizer Content Splits production order operations onto separate pages Disabled
Show Item Tracking for Components on Prod. Order Document Customizer Content Shows item tracking on production order component lines Disabled
Template Code Report Hierarchy Templates Unique code for a hierarchy template —
Template Description Report Hierarchy Templates Description of the hierarchy template —
Table No. Report Hierarchy Template Setup BC table for this level of the hierarchy —
Header Report Hierarchy Template Setup Header Template for this level —
Header Rows Report Hierarchy Template Setup Number of header rows at this level —
Columns Report Hierarchy Template Setup Column Template for this level —
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