Defining E-Document Sending Preferences
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:
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Go to Setup > E-Document Certification > Tax Authority Certification Service.
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Click View next to the tax authority certification service you want.
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Click the Certification Settings subtab.
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Click Edit next to the e-document certification settings you want.
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Click the Sending Preferences subtab.
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Click New E-Document Sending Preferences.
A new e-document sending preferences record opens.
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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.
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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.
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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.
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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