Processing E-Documents Automatically for Individual Transactions

A user with required permissions can process e-documents automatically for individual transactions. All the e-document processes like generate, certify and send can be automated by clicking a single Process E-Document button. Before processing the e-documents automatically for a transaction, the transaction’s e-document template, sending method and certification must be set up.

Tip:

Processing e-documents automatically rather than manually can be useful in reducing the time and effort, especially when it is used along with auto-selection of template and sending method. For more information, see Template and Sending Method Auto-selection in Multi-subsidiary Support in the Outbound Process

The automatic processing of e-document feature is disabled by default. To enable this feature, an administrator must select an E–Document Automation Type from the list available in the subsidiary or parent company link in the Electronic Invoicing Preferences page.

To process e-documents automatically for individual transactions:

Go to Setup > E-Documents > Electronic Invoicing Preferences. For OneWorld accounts, click the required subsidiary link, and for accounts without OneWorld, click the parent company link.
Select one of the following options from the E-Document Automation Type dropdown.
- Generate, Certify, Send – The Process E-Document button becomes available on the transactions. It enables you to perform e-document’s generate, certify and send processes by clicking the Process E-Document button.
  
  Note:
  E-document certification process is not performed if a valid certification sending method is not defined.
  Note:
  If an e-document is generated using Avalara for e-Invoicing, then you can use the following button or script to send the eligible e-documents to Avalara automatically.
  - Certify E-Document button
  - Bulk Certify MR script
- Generate, Certify – The Process E-Document button becomes available on the transactions. It enables you to perform e-document’s generate and certify processes by clicking the Process E-Document button.
- Certify, Send – The Process E-Document button becomes available on the transactions. It enables you to perform e-document’s certify and send processes by clicking the Process E-Document button.
- Disable – This option is selected by default. The Process E-Document button is not available on the transactions. The e-document’s generate, certify and send processes must be performed manually using the Generate E-Document, Certify E-Document and Send E-Document buttons. For more information, see Overview of Outbound E-Document Process.

Only a user with administrator role an configure the e-document processes for automation. After this you can use the Process E-Document button on individual transactions to process the e-documents automatically for a subsidiary.

To process e-documents automatically for individual transactions:

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