Setting Automatic Selection of E-document Template and Sending Method on Transactions
Invoices and credit memos that you want to generate outbound e-documents of must be associated with the outbound e-document template and sending method. As there is only one outbound template and one sending method that you can associated with a customer or vendor, you can set automatic selection of that template and sending method on every transaction of the customer or vendor that you want to generate e-documents of and send to PEPPOL Singapore.
To automatically select the e-document template and sending method on transactions:
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As administrator, edit a customer or vendor record whose transactions you want to generate e-documents of.
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Go to the E-Document subtab.
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Check the Template and Sending Method Auto-selection box.
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Click Save.
The template and sending method will be automatically selected as the default value of the E-Document Template and E-Document Sending Method fields on the transaction records of the customer or vendor.
For more information, see Selecting E-Document Packages, Templates and Sending Methods on Transactions, and Multi-subsidiary Support in the Outbound Process.