1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing User Guide
  5. Assigning E-Document Packages to Customer or Vendor Records

Assigning E-Document Packages to Customer or Vendor Records

The e-document templates and sending methods assigned to the e-document package are available for selection on the E-Document subtab of every customer or vendor transaction.

To assign an e-document package to a customer or vendor:

  1. Create or edit a customer or vendor record.

  2. Click the E-Document subtab of the customer or vendor record.

  3. In the E-Document Package field, select the appropriate e-document package for the customer or vendor.

    Note:

    The outbound template and sending method included in the e-document package you will select, must have subsidiaries belonging to this customer or vendor. For more information, see Multi-subsidiary Support in the Outbound Process.

  4. Click Save.

Note:

Assigning e-document packages with email sending methods can only be done by editing the customer or vendor record.

Template and Sending Method Auto-selection

Invoices and credit memos that you want to generate outbound e-documents of must be associated with the outbound e-document template and sending method. The Template and Sending Method Auto-selection box on the E-Document subtab enables auto-selection of template and sending method if only one template or one sending method is associated with the transactions of this entity.

To automatically select the e-document template and sending method on transactions:

  1. As administrator, edit a customer or vendor record you want to use for generating e-documents.

  2. Go to the E-Document subtab.

  3. Check the Template and Sending Method Auto-selection box.

  4. Click Save.

    The template and sending method will be automatically selected as the default values for those fields on all the transaction records for that customer or vendor.

Related Topics

General Notices