C5 Data Flow for Entity and Transaction Records
Every entity record that is activated with the C5 model must contain a data flow type selected for handling the transactions. You select the data flow type on the entity record, and it will show up on the transaction records.
Note:
The Invoice and Credit memo transactions support Type 1A and 2A data flow types. The Vendor bill and Vendor bill credit transactions support Type 1B and 3A data flow types.
To select a data flow type for an entity record:
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Go to Lists > Relationships > Customers or Vendors.
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Open an entity record and click Edit.
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On the entity record's E-Document subtab, select the data flow type in the SG PEPPOL C5 Data Flow field.
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Click Save.
The selected data flow type is shown on the invoice, credit memo, vendor bill, and vendor bill credit transactions as a non-editable field.