Multi-subsidiary Support in the Outbound Process
If you are using OneWorld accounts and have multi-subsidiary customer enabled, outbound e-documents templates and sending methods can be associated with subsidiaries as preferred or necessary. To do this, the administrator must specify subsidiaries in the Subsidiary field on an outbound e-document template or sending method record. The transactions of the selected subsidiaries will use the outbound template and sending method. For more information, see Creating E-Document Templates and Creating an E-Document Sending Method Record.
If only one outbound template or one sending method is associated with a customer or vendor, you can set automatic selection of that template and sending method for the transactions of the customer or vendor. To do this, edit a customer or vendor record and go to the E-Document subtab, then check the Template and Sending Method Auto-selection box and save the record. The template and sending method will be automatically selected as the default value of the E-Document Template or E-Document Sending Method field on the transaction records of the customer or vendor.
Related Topics
- Electronic Invoicing Administrator Guide
- Installing and Setting Up Electronic Invoicing
- Defining the E-Document Country for Free Use
- Advanced PDF/HTML Template
- Granting Access Permission to the E-Documents Portlet
- Understanding E-Documents and E-Document Packages
- Creating E-Document Packages
- Creating E-Document Templates
- Editing E-Document Templates
- E-Document Certification in the Outbound Process
- E-Document Network Status Overview
- Creating E-Document Sending Methods
- E-Document Email Custom Templates
- 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
- Scheduled Script for Getting Network Status of E-Documents
- Updating E-Document Certification Statuses
- Processing E-Documents Automatically for Individual Transactions
- Electronic Invoicing Inbound Email Capture
- Using SOAP Web Services for Inbound Processing
- Setting Up Custom Roles that can Convert Inbound E-Documents
- Inbound Validation Plug-ins
- Deploying Automatic Bulk Conversion Script for Inbound E-Documents