General Parameters – Types / Global Lists

Purpose

The Types / Global Lists area centralizes reusable definitions that are shared across all UNEEVO modules.
These lists ensure consistency, standard classification, and unified data structure throughout the entire system.

Types are used by People Management, Projects, Sales, Operations, Financial Components, and Resource Management, serving as foundational values for dropdowns, validations, categorization, and automation.

1. Accessing Types / Global Lists

Path:

General → Types

This page organizes all predefined lists into categories, making configuration intuitive and consistent.

2. Structure of Types

Each Type group is organized into Categories (e.g., Locations, Payment, Personal Info), and within each category are specific lists.

Below is the complete list based on UI:

3. Available Type Categories & Lists

Locations

These define geographical structures used across the system for addresses, taxation, work locations, travel, per diem, and more.

Continents
Countries
States

Payment

Defines how transactions, payments, and billing terms are handled throughout Operations and Finance.

Payment Terms
Payment Types

Units & Work Structure

Standard measurement and scheduling definitions.

Units of Measure
Work Calendars

Personal Information

Used in People Management for managing employee/contact records.

Address Types
E-mail Types
Phone Number Types
Document Types
Salutation Types

Business Information

Used in sales, contracting, vendor management, and invoicing.

Document Types (Business)

Others

Generic classifications used across modules.

Sector Types
Industry Types
Exchange Rate Types
Frequency Types
Assortment Classification Types
Cancellation Reason Types
Reference Types

4. How Types Are Used Across the System

Module	Examples of Usage
People Management	Address types, document types, phone types, work calendars
Sales Management	Industry types, sector types, cancellation reason types
Operations Management	Units of measure, frequency types, payment terms
Resource Management	Work calendars, countries, states
Project Management	Location definitions, measurement units

Types act as standardized building blocks, ensuring every module speaks the same language.

5. Best Practices

Configure types early, before setting up Companies, People, or Projects.
Maintain a clean and minimal list — avoid duplicates or unnecessary values.
Changes to Types affect all modules, so update with caution.
Use consistent naming conventions (e.g., “Corporate Address”, “Mobile Phone”).

General Parameters – Types / Global Lists