Defining E-Document Sending Preferences

Note:

To access the LATAM E-Document Certification SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see LATAM E-Document Certification.

To automatically populate e-document related information on transaction records, you can associate default e-document templates and sending methods to your e-document certification settings. The sending preferences apply to the combination of subsidiary, e-document category, operation type, and tax authority from the certification settings.

To define sending preferences:

1. Go to Setup > E-Document Certification > Tax Authority Certification Service.

2. Click View next to the tax authority certification service you want.

3. Click the Certification Settings subtab.

4. Click Edit next to the e-document certification settings you want.

5. Click the Sending Preferences subtab.

6. Click New E-Document Sending Preferences.

   A new e-document sending preferences record opens.

7. In the Operation Type field, select the type of operation for which you want to set the e-document template and sending method as default.

8. In the Default E-Document Template field, select the e-document template you want to associate with this record's operation type.

   NetSuite populates this default e-document template in the E-Document Template field of sales transactions.

9. In the Default E-Document Sending Method field, select the e-document sending method you want to associate with this record's operation type.

   NetSuite populates this default e-document sending method in the E-Document Sending Method field of sales transactions.

10. Click Save.

Related Topics

Creating a Tax Authority Certification Service Record

Creating Certification Service Operations

Setting Up XSD Validation

Adding Digital Signature Tags

Adding Certification Service URLs

Defining E-Document Certification Settings

Adding Custom Fields for Certification

Creating E-Document Series

Adding Municipal Taxation Codes

General Notices