Configuring E-document Notes for Subsidiaries
E-document Notes can be entered manually or they can be copied from the Subsidiary to newly created transaction.
To enter E-document Note manually:
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Go to Transactions > Sales > Create Invoices > List.
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Click Edit next to the invoice.
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Go to the France E-Invoicing subtab.
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Select the Note Subject Code and the Note Text.
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Click Add.
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Click Save.
To configure E-document Notes for Subsidiaries
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Go to Customization > Lists, Records & Fields > Record Types.
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Locate the EUEI FR E-Doc Notes Subsidiary Config.
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Click New Record in the New Record column.
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On the EUEI FR E-Doc Notes Subsidiary Config page, fill in the following fields:
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Note Subject Code
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Note Text
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Subsidiary
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Click Save.
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(Optional) Repeat the configuration for additional subsidiaries as needed.
To configure Invoice Sales Orders:
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Go to Transaction > Sales > Invoice Sales Orders.
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On the Invoice page, go to the France E-invoicing subtab.
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Select the following fields:
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France Mandate Type
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France Invoice Type
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France Business Process Type
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France E-document Profile
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France VAT Due Date Code
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Click Save.
To configure Credit Memo:
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Go to Transactions > Customers > Issue Credit Memos.
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On the Credit Memo page, go to France E-invoicing subtab.
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Select the Note Subject Code from the list.
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Enter the note content in the Note Text field.
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Click Save.