1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing User Guide
  5. Selecting E-Document Packages, Templates and Sending Methods on Transactions

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

Before you can generate an e-document, you must specify on the transaction record the e-document template and sending method to use for generating and sending the e-document.

To Select E-Document Package, Template and Sending Method on Transactions:

  1. Create or edit any supported transaction record that you want to generate and send an e-document.

  2. Go to the E-Document subtab.

  3. Select an e-document package associated with the e-document template and sending method on the E-Document Package field.

    For item fulfillment records, you must first define an Item Fulfillment template and sending method along with Transfer Order template and sending method in the same package. This is to enable the selection of Item Fulfillment template and sending method directly from the Item Fulfillment record.

    Note:

    The E-Document Package field is specific only for transfer order, its following item fulfillment, basic and journal style custom transactions types.

  4. Select an e-document template that you want the system to use for generating the e-document on the E-document Template field.

    If you do not want the transaction to be tagged for e-document generation, leave this field blank.

    Note:

    The e-document templates available for selection are based on the e-document package assigned to the customer. For more information, see Creating E-Document Packages

  5. Select the sending method to use for sending the e-document on the E-Document Sending Method field.

  6. Click Save.

Related Topics

General Notices