Invoice Summary PDF File Naming

The Invoice Summary File Name field enables you to select the file name format of PDF invoice summaries that you are going to generate.

To select the file name format of PDF invoice summaries:

1. Open the Japan Localization Setup subtab:

   • (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.

   • (Without OneWorld) Go to Setup > Company > Company Information, and then click the subtab.

2. In the Invoice Summary File Name dropdown field, select the filename format you prefer from the following:

   • closing date + customer name

     Note:

     This file name format can only be selected if the Individual Customer PDF box is checked. For more information, see Generating Invoice Summary PDF per Customer.

   • invoice summary record number

   • invoice summary record number + closing date

   • statement date + batch ID

   • statement date + subsidiary + batch ID

   • statement date + “invoice summary” + invoice summary number

3. Click Save.

Note:

If you do not select a file name format, the file name of PDF invoice summaries you will generate will be saved in the format, “invoice summary record number + closing date”.

Related Topics

• Japan Localization Setup
• Japanese Invoice Summary
• Roles and Permissions for Using Japanese Invoicing
• Setting the Invoice Summary Template
• Specifying a Folder to Save Invoice Summaries In
• Generating a Japanese Invoice Summary
• Viewing Invoice Summary Generation Status
• Customizing the Japanese Invoice Summary XML Template

General Notices