Electronic Invoicing User Guide

Note:

To fully use the outbound and inbound e-document processing of the Electronic Invoicing SuiteApp, make sure your account administrator has already created and applied the e-document templates, sending method, email recipients, email capture, inbound validation plug-in, and other settings. For information about setting up Electronic Invoicing, see Electronic Invoicing Administrator Guide.

The following topics are intended for users of the Electronic Invoicing SuiteApp.

General User Task

• Setting Up Electronic Invoicing Preferences

• Displaying the E-Documents Portlet on the Home Page

Outbound E-Document Processing User Tasks

• Overview of Outbound E-Document Process

• Outbound E-Document Statuses

• Assigning E-Document Packages to Customer or Vendor Records

• Defining E-Document Email Recipients

• Selecting E-Document Packages, Templates and Sending Methods on Transactions

• Enabling PDF File Reference Generation

• Generating and Regenerating E-Documents

  • Generating E-Documents for Single Transactions

  • Regenerating E-Documents for Single Transactions

  • Generating and Regenerating E-Documents in Bulk

• Sending and Resending E-Documents

  • Sending the E-Document of a Single Transaction

  • Resending the E-Document of a Single Transaction

  • Resending E-Documents in Bulk

Inbound E-Document Processing User Tasks

• Overview of Inbound E-Document Processing

• Inbound E-Document Statuses

• Receiving Inbound E-Documents by Email Capture

• Receiving E-Document XML Files from Web Service

• Uploading Received XML Files as Inbound E-Documents

• Converting Inbound E-Documents into Transaction Records

  • Converting an E-Document into Vendor Bill Linked to Purchase Order

  • Prerequisites and Conditions for Conversion

• Common Scenarios in Vendor Bill Conversion

• Converting Individual Inbound E-Documents into Vendor Bills

• Converting Individual Inbound E-Documents into Vendor Credits

• Converting Failed Inbound E-Documents

• Compatibility of Approval Workflows with Vendor Bill Conversion

• Canceling Inbound E-Documents

See also the following topics:

• Electronic Invoicing Overview

  • Understanding E-Documents and E-Document Packages

  • Electronic Invoicing Permissions and Access Levels

  • Electronic Invoicing Limitations and Best Practices

• Electronic Invoicing Errors

  • Electronic Invoicing Error Codes

  • Outbound E-Document Generation Errors

  • Outbound E-Document Sending Errors

Related Topics

Electronic Invoicing

Electronic Invoicing Overview

Electronic Invoicing Administrator Guide

Electronic Invoicing Errors

General Notices