Before Users Can Deliver Joint Interest Billing Reports Through Email

Before you can deliver joint interest billing reports through email, complete the following tasks for each stakeholder:

• Set up an email address for the party that you'll assign or have assigned to the stakeholder. The party can be the contact of the customer or supplier that’s associated with the invoicing partner. Or it can be a different entity, such as a contact person. Depending on the origin of the party, you set up the email address for the stakeholder in their customer, supplier, or entity records.

  See:

  • Customer Account and Site Contacts for information on setting up an email address for a customer.
  • Create a Supplier and Supplier Site for information on setting up an email address for a supplier.
  • Completing Personal Details for information on setting up an email address for a contact person.
• Assign a party to each stakeholder in the joint venture definition. See Add an External Stakeholder.