Electronic Invoicing

Note:

The Electronic Invoicing SuiteApp enables you to generate and send e-documents as well as receive and convert them into transactions records. Inbound and outbound electronic invoicing processes support multiple transaction records. For more information about supported transactions, see Transactions and Processes Supported by the Electronic Invoicing SuiteApp.

To understand how to set up and use the electronic invoicing features, read the following topics:

• Electronic Invoicing Overview

  • Outbound Electronic Invoicing

  • Inbound Electronic Invoicing

  • Transactions and Processes Supported by the Electronic Invoicing SuiteApp

  • Customizations Supported by the Electronic Invoicing SuiteApp

  • =E-Document Audit Trail and Statuses

  • Electronic Invoicing Permissions and Access Levels

  • Electronic Invoicing Limitations and Best Practices

• Electronic Invoicing Administrator Guide

  • Installing and Setting Up Electronic Invoicing

  • Prerequisites for Using Electronic Invoicing

  • Installing the Electronic Invoicing SuiteApp

    • Considerations When Setting Up Electronic Invoicing

    • Electronic Invoicing Setup Tasks

  • Granting Access Permission to the E-Documents Portlet

  • Creating E-Document Packages

  • Creating E-Document Templates

    • XPath and Regex Examples for E-Document Templates

    • PEPPOL Template

      • ANZ PEPPOL Template: PEPPOL Template for Australia and New Zealand

      • Vendor Bill

    • Understanding Inbound E-Document Templates in JSON Format

    • Understanding XSD in Inbound E-Document Templates

    • Understanding XSD in Outbound E-Document Templates

    • Creating a Digital Signature Plug-in Implementation for E-Documents

    • Creating an Outbound Validation Plug-in Implementation for E-Documents

    • Creating a Custom Plug-in Implementation for E-Document Custom Data Source

  • Editing E-Document Templates

  • Creating E-Document Sending Methods

  • Selecting a Designated E-Document Sender

  • Setting Up Custom Roles to Send E-Documents

  • Customizing Roles to Restrict E-Document Generation or Sending

  • Deploying the Bulk Generation Script for E-Documents

  • Deploying the Script for Scheduled Sending of E-Documents

  • Updating E-Document Certification Statuses

  • Electronic Invoicing Inbound Email Capture

    • Setting Up Inbound Email Capture

    • Enabling Inbound Email Capture Plug-in

  • Using SOAP Web Services for Inbound Processing

  • Setting Up Custom Roles that can Convert Inbound E-Documents

  • Inbound Validation Plug-ins

    Creating a Custom Plug-in for Inbound E-Document Validation

  • Deploying Automatic Bulk Conversion Script for Inbound E-Documents

• Electronic Invoicing User Guide

  • Overview of Outbound E-Document Process

  • Outbound E-Document Statuses

  • Assigning E-Document Packages to Customer or Vendor Records

  • Defining E-Document Email Recipients

  • Selecting E-Document Packages, Templates and Sending Methods on Transactions

  • Enabling PDF File Reference Generation

  • Generating and Regenerating E-Documents

    • Generating E-Documents for Single Transactions

    • Regenerating E-Documents for Single Transactions

    • Generating and Regenerating E-Documents in Bulk

  • Sending and Resending E-Documents

    • Sending the E-Document of a Single Transaction

    • Resending the E-Document of a Single Transaction

    • Resending E-Documents in Bulk

  • Overview of Inbound E-Document Processing

  • Inbound E-Document Statuses

  • Receiving Inbound E-Documents by Email Capture

  • Receiving E-Document XML Files from Web Service

  • Uploading Received XML Files as Inbound E-Documents

  • Converting Inbound E-Documents into Transaction Records

    • Converting an E-Document into Vendor Bill Linked to Purchase Order

    • Prerequisites and Conditions for Conversion

  • Common Scenarios in Vendor Bill Conversion

  • Converting Individual Inbound E-Documents into Vendor Bills

  • Converting Individual Inbound E-Documents into Vendor Credits

  • Converting Failed Inbound E-Documents

  • Compatibility of Approval Workflows with Vendor Bill Conversion

  • Canceling Inbound E-Documents

• Electronic Invoicing Errors

  • Electronic Invoicing Error Codes

  • Electronic Invoicing Common Errors

  • Outbound E-Document Generation Errors

  • Outbound E-Document Sending Errors

  • Inbound E-Document Conversion Errors

General Notices