Multi-subsidiary Support in the Outbound Process

If you are using OneWorld accounts and have multi-subsidiary customer enabled, outbound e-documents templates and sending methods can be associated with subsidiaries as preferred or necessary. To do this, the administrator must specify subsidiaries in the Subsidiary field on an outbound e-document template or sending method record. The transactions of the selected subsidiaries will use the outbound template and sending method. For more information, see Creating E-Document Templates and Creating an E-Document Sending Method Record.

If only one outbound template or one sending method is associated with a customer or vendor, you can set automatic selection of that template and sending method for the transactions of the customer or vendor. To do this, edit a customer or vendor record and go to the E-Document subtab, then check the Template and Sending Method Auto-selection box and save the record. The template and sending method will be automatically selected as the default value of the E-Document Template or E-Document Sending Method field on the transaction records of the customer or vendor.

General Notices