Setting Automatic Selection of E-document Template and Sending Method on Transactions
You can generate outbound e-documents for the an credit memo, cash refund, debit note, and invoice transactions. The an credit memo, cash refund, debit note, and invoice transactions must be associated with the outbound e-document template and sending method to generate outbound e-documents. You can associate only one outbound template and sending method with a customer or vendor. You can set automatic selection of that template and sending method on every transaction of the customer or vendor that you want to certify by IRBM.
To automatically select the e-document template and sending method on transactions:
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As administrator, edit a customer record for the transaction for which you want to generate e-documents.
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In the E-Document subtab, do the following:
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From the E-Document Package list, select Malaysia E-Document Package.
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Check the Template and Sending Method Auto-selection box.
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Click Save.
The template and sending method are automatically selected as the default value of the E-Document Template and E-Document Sending Method fields on the transaction records of the customer.