Specifying a Folder to Save Invoice Summaries In
You can specify a folder in the File Cabinet where the system automatically saves successfully generated invoice summaries to.
To specify a folder to save generated invoice summaries in:
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Create a folder in the File Cabinet under Invoice Summaries . Or, you can specify the Invoice Summaries default folder.
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Click the Japan Localization Setup subtab:
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(With OneWorld) Go to Setup > Company > Subsidiaries. Edit a Japan subsidiary whose customers you want to include in the invoice summary, and then click the subtab.
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(Without OneWorld) Go to Setup > Company > Company Information, and then click the subtab.
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In the Save Invoice Summary In field, enter the file path to the folder where you want the system to automatically save the PDF files of generated invoice summaries.
A file sample path could be “Invoice Summaries/2020 Invoice Summaries”, where “2020 Invoice Summaries” is a subfolder in the default “Invoice Summaries” folder.
Note:The folder or subfolders that you indicate in the file path must be created or must exist in the File Cabinet; otherwise, an error is displayed.
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Click Save.
The PDF files of generated invoice summaries will be saved in the folder you selected.
If no folder is specified, the system will automatically save PDF files of generated invoice summaries in the default Invoice Summaries folder in the File Cabinet.
If the specified folder became invalid or missing because it was renamed or deleted, the system will automatically search for a valid folder in Invoice Summaries and then save the PDF there. If no folder is found, the system will create one.