Configuring E-document Notes for Subsidiaries

France E-document notes provide additional structured information required for certain electronic invoices and credit memos. When France E-document notes are configured on subsidiary level, the workflow automatically populates them on the Invoice or Credit Memo transaction.

To enter E-document Note manually:

1. Go to Transactions > Sales > Create Invoices > List.

2. Click Edit next to the invoice.

3. Go to the France E-Invoicing subtab.

4. Select the Note Subject Code and the Note Text.

5. Click Add.

6. Click Save.

E-document Notes can be entered manually or they can be copied from the Subsidiary to newly created transaction.

To configure E-document Notes for Subsidiaries

1. Go to Customization > Lists, Records & Fields > Record Types.

2. Locate the EUEI FR E-Doc Notes Subsidiary Config.

3. Click New Record in the New Record column.

4. On the EUEI FR E-Doc Notes Subsidiary Config page, fill in the following fields:

   • Note Subject Code

   • Note Text

   • Subsidiary

5. Click Save.

6. (Optional) Repeat the configuration for additional subsidiaries as needed.

Related Topics

• Configuring Role Permission for Custom Records
• France Electronic Invoicing
• France E-Invoicing Document Life Cycle
• Creating and sending Outbound Transactions for France
• Creating and sending Outbound Transactions for France
• Data in the E-document supported by Electronic Invoicing and Advanced Localization Features
• Processing Inbound Transactions
• France EI Extension Plug-in
• Sourcing Logic for France E-invoicing Specific Fields
• France E-Reporting

General Notices