1. Country-Specific Features
  2. Singapore Help Topics
  3. Singapore PEPPOL-Ready e-Invoicing
  4. Working with Outbound E-Documents Using Singapore PEPPOL-Ready e-Invoicing
  5. Setting Automatic Selection of E-document Template and Sending Method on Transactions

Setting Automatic Selection of E-document Template and Sending Method on Transactions

Invoices and credit memos that you want to generate outbound e-documents of must be associated with the outbound e-document template and sending method. Since you can only associate one outbound template and one sending method with each customer or vendor, you can set auto-selection for every transaction, to generate and send e-documents to PEPPOL Singapore.

To automatically select the e-document template and sending method on transactions:

  1. As administrator, edit a customer or vendor record you want to use for generating e-documents.

  2. Go to the E-Document subtab.

  3. Check the Template and Sending Method Auto-selection box.

  4. Click Save.

    The template and sending method will be automatically selected as the default values for those fields on all the transaction records for that customer or vendor.

For more information, see Selecting E-Document Packages, Templates and Sending Methods on Transactions, and Multi-subsidiary Support in the Outbound Process.

General Notices