Example: Document Set Preference

Generally, companies create separate Document Set preferences for bulk and packaged products. This example summarizes an efficient method to set up two Document Set preferences so that the appropriate document sets are shipped with each product:

1. Create an item group.

2. Assign a Document Set preference to the item group.

3. Set up another Document Set preference for all items and all customers by leaving the Customer, Customer Group, Item, and Item Group fields blank.

4. Set up the preference hierarchy for the Document Set preference so that:

   • Item Group/All Addresses is first in the hierarchy.

   • All Items/All Addresses is second in the hierarchy.

When the system processes the Document Set preference during Bulk/Packaged Load Confirm, the preference hierarchy causes the system to first search for an Item Group preference. If the item in the sales order line is a bulk item and you have assigned it to the item group, the system uses the document set for bulk products. Otherwise, the system uses the standard preference default values and issues the document set for all items and all customers. In this case, the system uses the document set for packaged products because you have not assigned packaged products to the bulk product item group.

Note: When you set up a Document Set preference, verify that it does not conflict with an Invoice Cycle preference for the customer and item combination. Cycle billing (deferred invoicing) and delivery document invoicing are mutually exclusive.

To generate the invoice with the delivery documents, select a document set that includes a primary invoice.

To generate the invoice on a cyclical basis such as weekly or monthly, run the Cycle Billing program (R49700).