Configuring Invoice Export Settings
To choose invoice export settings for your Subcontractors:
- Navigate to the Subcontracts by Organizations Page
Choose Search for Subcontractors from the Organizations Menu on the Home page.
- From the Subcontracts by Organization page, select the Actions button.
- Select the Manage invoice export settings option.
A Manage Invoice Export Settings dialog box displays.
- Select your settings:
- Enable invoice export: By default, this setting is enabled. To disallow the export of Subcontractor invoices from TPM to your ERP, select this setting.
- Enable payment export: By default, this setting is enabled. To disallow the export of payment information from TPM to your ERP, select this setting.
- Select Save.
- A success message displays, confirming you have successfully saved your settings.
- The dialog box closes.
Last Published Wednesday, July 10, 2024