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:
-
Go to Setup > E-Documents > E-Document Package > New.
-
In the Name field, enter a name for the e-document package.
-
In the Inbound Validation Plugin field, select a validation plug-in.
-
(Optional) In the Description field, enter text that describes this e-document package.
-
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
- Electronic Invoicing Administrator Guide
- Installing and Setting Up Electronic Invoicing
- Defining the E-Document Country for Free Use
- Advanced PDF/HTML Template
- Granting Access Permission to the E-Documents Portlet
- Understanding E-Documents and E-Document Packages
- Multi-subsidiary Support in the Outbound Process
- Creating E-Document Templates
- Editing E-Document Templates
- E-Document Certification in the Outbound Process
- E-Document Network Status Overview
- Creating E-Document Sending Methods
- E-Document Email Custom Templates
- Selecting a Designated E-Document Sender
- Setting Up Custom Roles to Send E-Documents
- Customizing Roles to Restrict E-Document Generation or Sending
- Deploying the Bulk Generation Script for E-Documents
- Deploying the Script for Scheduled Sending of E-Documents
- Scheduled Script for Getting Network Status of E-Documents
- Updating E-Document Certification Statuses
- Processing E-Documents Automatically for Individual Transactions
- Electronic Invoicing Inbound Email Capture
- Using SOAP Web Services for Inbound Processing
- Setting Up Custom Roles that can Convert Inbound E-Documents
- Inbound Validation Plug-ins
- Deploying Automatic Bulk Conversion Script for Inbound E-Documents