Control center - General Parameters – Types

Purpose

The Types area centralizes reusable reference lists shared across the UNEEVO platform.

These lists provide standardized values for classifications, dropdown fields, validations, and other configuration options used across different modules. Centralizing these definitions helps maintain consistency and ensures that all modules use the same reference data.

Access Path

General → Types

Overview

The Types landing page organizes the available reference lists into functional categories.

Select a category to access its related lists. The following categories are currently available:

Locations
Payment
Units of Measure
Work Calendars
Personal Info
Business Info
Others

Available Categories and Lists

Locations

The Locations category contains the geographical reference data used throughout the platform.

Access Path:
General → Types → Locations

List	Description
Continents	Defines the continents used to organize geographical information.
Countries	Defines the countries available for addresses, locations, and other geographical records.
States	Defines states, regions, provinces, or equivalent administrative areas associated with countries.

Payment

The Payment category contains the reference values used to define payment conditions and methods.

Access Path:
General → Types → Payment

List	Description
Payment Terms	Defines the conditions and timeframes under which payments are expected.
Payment Types	Defines the available payment methods or classifications.

Units of Measure

The Units of Measure area defines the standardized measurement units available throughout the platform.

Access Path:
General → Types → Units of Measure

These values can support processes that require consistent measurement or quantity definitions.

Work Calendars

The Work Calendars area defines the calendars used to organize working days, working hours, holidays, and availability.

Access Path:
General → Types → Work Calendars

Work Calendars can be used across People, Resource, and Project Management processes.

Personal Info

The Personal Info category contains the reference lists used to classify personal and contact information.

Access Path:
General → Types → Personal Info

List	Description
Address Types	Defines the available classifications for addresses, such as home or correspondence address.
E-mail Types	Defines the available classifications for email addresses, such as personal or professional.
Phone Number Types	Defines the available classifications for telephone numbers, such as mobile, home, or work.
Document Types	Defines the identification and personal document classifications available in the platform.
Salutation Types	Defines the titles or forms of address that can be associated with a person.

Business Info

The Business Info category contains reference lists associated with organizational or business records.

Access Path:
General → Types → Business Info

List	Description
Document Types	Defines the document classifications that can be associated with business records.

Others

The Others category contains additional classifications used across different areas of the platform.

Access Path:
General → Types → Others

List	Description
Sector Types	Defines the business or economic sectors available for classification purposes.
Industry Types	Defines the industries used to categorize organizations or business activities.
Exchange Rate Types	Defines the exchange-rate classifications used in financial and currency-related processes.
Cancellation Reason Types	Defines the standardized reasons available when cancelling applicable records or processes.
Reference Types	Defines the reference classifications used to categorize or identify related information.

Using the Types Menu

To access a reference list:

Navigate to General → Types.
Select the relevant category.
Select the reference list that you want to configure.
Manage the available records from the selected list page.

The exact fields and actions available depend on the selected Type.

How Types Are Used Across the Platform

Types act as standardized building blocks across UNEEVO. Their use depends on the relevant configuration and business process.

Area	Examples
People Management	Address Types, E-mail Types, Phone Number Types, Document Types, Salutation Types, and Work Calendars
Sales Management	Sector Types, Industry Types, and Cancellation Reason Types
Financial and operational processes	Payment Terms, Payment Types, Exchange Rate Types, and Units of Measure
Resource and Project Management	Work Calendars, Countries, States, and Units of Measure
Business records	Business Document Types and Reference Types

Best Practices

Configure the required Types before setting up records that depend on them.
Use clear and consistent naming conventions.
Avoid creating duplicate or overlapping values.
Maintain only the values required by the organization.
Review existing dependencies before changing or deleting a Type.
Remember that changes may affect multiple modules and existing records.