Selecting an E-Document Email Custom Template

After creating the custom templates for e-document email, an administrator can select the templates in a particular subsidiary on the Electronic Invoicing Preferences page. The selected template will be used in sending the e-documents by email to customers or vendors.

To select an e-document email custom template in OW account:

  1. Go to Setup > E-Documents > Electronic Invoicing Preferences. Click the required subsidiary link you want to select the E-document Email Customization Template for.

  2. Click Edit.

  3. From the E-document Email Customization Template list, select the required custom template.

  4. Click Save.

To select an e-document email custom template in accounts without OneWorld:

  1. Go to Setup > E-Documents > Electronic Invoicing Preferences. Click the parent company link.

  2. Click on Edit.

  3. From the E-document Email Customization Template dropdown list, select the required custom template.

  4. Click Save.

Note:

You can select e-document custom templates from both subsidiary and parent company records in the Electronic Invoicing Preferences page for the following combinations:

  • If you select a different template on both subsidiary record and parent company record, then the template you selected on the Subsidiary record is used.

  • If you select a template on the parent company record and not on the subsidiary record, then the same template is applied on transactions of all the subsidiaries.

  • If you select a template on the subsidiary record for a transaction, then the selected template is used for all transactions that are created for this subsidiary. It overrides the template selected on the parent company record.

Note:

If you do not select a template in subsidiary or parent company record, then system generated default template is used in the e-document email. This email is sent to customers or vendors during the outbound e-document sending process.

Related Topics

E-Document Email Custom Templates
Creating an E-Document Email Custom Template

General Notices