Creating an E-Document Email Custom Template
An administrator can create one or more custom templates in the E-Document Email Customization Template page.
To create an e-document email custom template:
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Go to Setup > E-Documents > E-Document Email Customization> New.
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In the Name field, enter a name for the e-document email template.
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In the Email Subject Text field, enter text for the subject of the email. You can also enter additional information using the following placeholders as needed:
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{TRANTYPE} — Transaction type
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{TRANID} — Transaction ID
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{PONUM} — Transaction purchase order number
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{COMPANYNAME} — Company name
Note:You must enter the placeholders in capital letters along with the braces {}. There should be no spaces inside the braces.
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In the Email Body Text field, enter text for the body of the email. You can also enter additional information using the following placeholders as needed:
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{TRANTYPE} — Transaction type
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{TRANID} — Transaction ID
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{PONUM} — Transaction purchase order number
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{COMPANYNAME} — Company name
Note:You must enter the placeholders in capital letters along with the braces {}. There should be no spaces inside the braces.
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Click Save.
The template will be available for selection in a particular subsidiary on the Electronic Invoicing Preferences page. You can use the template only if you select Default option in the E-Document Sending Method Plugin Implementation field on the E-Document Sending Method record.
If you do not create a template in the E-document Email Customization record, then a system generated default template is used in the e-document email. This email is sent to customers or vendors during the outbound e-document sending process.