General Configuration
A Document Term (توجيه المستند) is the main mechanism for customizing how a document type behaves in Nama — one document type can have several terms, each shaping its validation, generation, pricing, accounting and more. This General tab holds the term's identity (code, names, the document type it targets, active state, template flag and field filters) plus a few cross-cutting toggles that don't belong to any single feature area.
The rest of the term's behavior lives on the other tabs — From-Document, Sub-Item, Quantity Tracking, Reservation & Delivery, Pricing/Taxes/Discounts, Dimensions, Generation and Accounting Effects.
Where to find it
Open the document's Document Term (توجيه), then the General tab.
Identity & Basic Information
These fields identify the term and define which document type it configures. They are shared by virtually every supply-chain term.
Document Type documentType — The entity type this term configures (e.g. StockReceipt). It drives which feature groups and document-specific options appear on the rest of the screen. Shown as a list column and a criteria field.
Code / Alternative Code code, altCode — The term's identifying code and an optional alternative code used to look it up.
Name (Arabic) / Name (English) name1, name2 — The term's display names. name1 is the Arabic name, name2 the English name.
System systemBookOrTerm — Marks the term as system-owned: the default term used on a document when no explicit term is chosen. Shown as a quick-filter column in the list.
Inactive inActive — Disables the term so it can no longer be selected on new documents. Pair it with Inactive From termInfo.inActiveFrom to set the date on which it becomes inactive.
Template template — Marks the record as a template to be cloned when creating new terms, rather than used directly on documents.
Allow Printing Drafts termInfo.allowPrintingDrafts — Permits printing documents that are still drafts (not yet saved/committed).
Field Filter filters — Field-level filter and visibility rules applied to every document that uses this term.
Shortage Document Creation
When a document cannot fully satisfy customer demand, the term can auto-create a Customers-Requests-Shortage document recording the unmet quantities.
Customers Requests Shortage Book termConfig.customersReqsShortageBook — The document book used when generating the shortage document.
Customers Requests Shortage Term termConfig.customersReqsShortageTerm — The document term assigned to that generated shortage document.
Suggest Customers Requests Shortages termConfig.suggestCustomersReqsShortages — Controls how the system finds an existing shortage document to append the unmet demand to, versus creating a new one.
Product Status
Change Product Status To termConfig.changeProductStatusTo — On save, the document sets each line item's product status to this value, driving a status-tracking workflow.
Cancellation
Allow Cancel With Non-System-Related Stock Docs termConfig.allowCancelWithNonSystemRelatedStockDocs — Permits cancelling the document even when its related stock documents were not created by the system (they were manually linked). Applies to Sales Invoice, Sales Return, Purchase Invoice and Purchase Return only.
Consolidated Purchase Request Lines
Do Not Validate Lines With Purchase Req Lines termConfig.doNotValidateLinesWithPurchaseReqLines — Skips the consistency check that the document's lines must match the originating purchase-request lines, allowing the lines to be edited freely. Applies to Consolidated Purchase Request only.