1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing Administrator Guide
  5. Creating E-Document Packages

Creating E-Document Packages

An administrator must first create e-document packages so that users can assign them to customer and vendor records.

An e-document package defines the e-document templates and sending methods to be used for the customer’s or vendor’s transactions.

The Electronic Invoicing SuiteApp includes a default e-document package record to which you can associate e-document templates and sending methods. The default e-document package cannot be edited or deleted.

To create an e-document package:

  1. Go to Setup > E-Documents > E-Document Package > New.

  2. In the Name field, enter a name for the e-document package.

  3. In the Inbound Validation Plugin field, select a validation plug-in.

    for more information about the validation plug-in, see Inbound Validation Plug-ins.

  4. (Optional) In the Description field, enter text that describes this e-document package.

  5. Click Save.

You can now assign e-document templates and sending methods to the e-document package. For more information, see Creating E-Document Templates and Creating E-Document Sending Methods.

Related Topics

General Notices