Editing E-Document Templates

To edit e-document templates, go to Setup > E-Documents > E-Document Templates. Open the e-document template in edit mode and modify information as needed, then click Save.

Note:

The Transaction Type field in the e-document template becomes unavailable if the e-document template has already been assigned to one or more transaction records. This field remains unavailable unless you remove the e-document template from all transactions.

Note:

You cannot edit the native or default templates locked by Localization SuiteApps. In such cases, you can create a copy to modify and use the newly created templates.

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
Multi-subsidiary Support in the Outbound Process
Creating 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

General Notices