Assigning E-Document Templates and Sending Methods to Subsidiaries
Assigning e-document templates and sending methods to subsidiaries ensures each business unit uses the correct format and delivery for e-invoices. Follow these steps to set this up in NetSuite.
An e-document template is the format or layout used to generate an e-invoice in JSON or PDF.
A sending method is the channel used to deliver the e-document to the recipient (for example, email, portal upload, or direct integration with the government system).
To assign e-document templates to subsidiaries:
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Go to Setup > E-Documents > E-Document Templates.
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Click Edit next to the e-document template you want to assign.
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In the Subsidiary field, select the subsidiary.
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Click Save.
To assign e-document sending methods to subsidiaries:
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Go to Setup > E-Documents > E-Document Sending Methods.
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Click Edit next to the e-document sending method you want to assign.
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In the Subsidiary field, select the subsidiary.
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Check the Sending Method for Certification box to enable this sending method for certification.
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Click Save.