Set Up Customers for Invoicing

You associate customers with trading partners for the order-to-cash business process, and in particular invoicing, on the Manage Account Collaboration Configuration page.

Take these steps:

1. In the Collaboration Messaging work area, click Manage Customer Account Collaboration Configuration in the Tasks panel.

2. On the Manage Customer Account Collaboration Configuration page, in the Search section, select Order to Cash in the Collaboration Business Process field. This is a required field.

3. Enter a value in one or more of the remaining search fields, to narrow the search results for the customer you want to associate with a trading partner, and click Search.

4. Select the customer you want to associate with a trading partner and click Edit Collaboration Configuration. The Edit Customer Account Collaboration Configuration page is displayed.

5. In the Associated Service Providers section, select Actions > Add Row.

   • In the Service Provider field, select a service provider or select None if you aren't using one. This is a required field, so you must select None if you're not going to use one.

   • In the Trading Partner ID field, select the trading partner that you want to associate with the customer.

6. In the Collaboration Documents section, select Actions > Add Row.

7. In the Document field, select the collaboration documents that you want to exchange with the customer. The list of documents that's displayed depends on the order-to-cash documents (in this case, process invoice outbound) that have already been set up for the service provider and or trading partner. This is a required field.

8. In the Association Status field, select Enabled.

9. Click Save and Close.

Here's some more information about the fields in the Associated Service Providers section.

Field	Description
Service Provider	This is a required field, so you need to select None if you're not going to use one.
Trading Partner ID	A list of the trading partners associated with the selected service provider.
Partner ID Type	The type of ID for a partner is displayed; for example, name, tax ID, D-U-N-S.
Sender Party ID	Sender ID identifies the trading partner sending the outbound message. This field allows the user to specify a sender party ID that will override the global ID defined during setup in the Setup and Maintenance work area.
Sender ID Type	The type of ID for the sender; for example, name, tax ID, D-U-N-S.
Application Partner Code	An autogenerated code created from the concatenation of the supplier number and the site name by default. You can change this code.
Domain Value Map	The trading partner qualifier used when setting up the domain values for the selected trading partner. It's used to identify the domain values for the trading partners. See Manage Domain Values Map for more information.
Status Date	The date and time that the row was added.

Here's some more information about the fields in the Collaboration Documents for Service Provider section.

Field	Description
Document	A collaboration document is a business message. The documents that are displayed when a user adds a record are those documents that are defined for the service provider and trading partner or trading partner without a service provider for the procure-to-pay business process.
Sender Role	The role of the trading partner that's sending the document; for example, a supplier.
Direction	The direction of the document, inbound or outbound.
Association Status	The status of the associated document for the site and trading partner. The status must be set to Enabled for the document to be processed. Some sites might be ready to exchange documents before others, and so you might want them set to Disabled until they're ready to exchange documents. You can enable the exchange of documents at different levels: globally (at the service provider level), at the trading partner level, and at the site level.
Association Status Date	The date on which the association status changed.
Primary Recipient	When selected, the trading partner receives the document first. If the document fails to be sent to the primary recipient, it won't be sent to any of the other recipients. For example, if an organization uses a third party to process their invoices, in that case in addition to sending the PO to their supplier, the organization also needs to send a copy to the third party that will process their invoices. This field is only available for outbound messages.
Collaboration Object	The object associated with the document; for example, for PROCESS_PO_OUT the collaboration object is Purchase Order.
Collaboration Business Process	The type of business process for the selected collaboration document; for example, the procure-to-pay business process.