A reference data is a set of standardized list of values or codes that can be used across the application. Out-of-the-box (OOTB), the following reference types are supported for DMS.
| Reference Types | Description |
|---|---|
| Document List | Displays all the plant or supplier related document types. The supported document types are declaration letter, payable setup forms, letter of guarantee agreements (LOG), declaration letters, license or tax permits, verification forms, acknowledgements, certificates, insurances and so on. You can define whether the document type is required or not and the is required expiration date. |
| Document Notification Configuration | Displays all the defined notification start period, notification intervals, and the interval occurrence. |
| Document Submission Status | Displays all the document submission status such as completed, pending and so on. |
| Interval Occurrence | Displays all the interval occurrences such as numbers or days as code and value. |
| Notification Interval | Displays all the notification intervals such as monthly, weekly, daily, and so on as code and value. |
| Notification Start Period | Displays all the notification as start period such as 1 month, 2 month, 3 month and so on as code and value. |
| Plant Document Industry Mapping | Displays all the Plant Types, Plant Type Code, and the required documents. |
| Supplier Document Industry Mapping | Displays all the Supplier Type Code, Supplier Type, and the required documents. |
| Supplier Documentation Status | Displays all the supplier related documentation status and so on as code and value. |
You can perform the following:
- Create a new Document Type
- Create Supplier Type and map documents
- Create Plant Type and map documents
- Configure notifications for document expiry
Note:
Modifying metadata for the reference data library objects listed above is strictly prohibited, as it may disrupt DMS functionality.
To navigate to the Reference Data Library app:
-
On the navigation menu, click the Reference Data Library app.
Result: The Search page is displayed.

Note:
You can create or update the existing reference list based on your requirements.