Selecting an E-Document Email Custom Template
After creating the custom templates for e-document email, an administrator can select the templates in a particular subsidiary on the Electronic Invoicing Preferences page. The selected template will be used in sending the e-documents by email to customers or vendors.
To select an e-document email custom template in OW account:
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Go to Setup > E-Documents > Electronic Invoicing Preferences. Click the required subsidiary link you want to select the E-document Email Customization Template for.
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Click Edit.
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From the E-document Email Customization Template list, select the required custom template.
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Click Save.
To select an e-document email custom template in accounts without OneWorld:
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Go to Setup > E-Documents > Electronic Invoicing Preferences. Click the parent company link.
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Click on Edit.
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From the E-document Email Customization Template dropdown list, select the required custom template.
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Click Save.
You can select e-document custom templates from both subsidiary and parent company records in the Electronic Invoicing Preferences page for the following combinations:
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If you select a different template on both subsidiary record and parent company record, then the template you selected on the Subsidiary record is used.
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If you select a template on the parent company record and not on the subsidiary record, then the same template is applied on transactions of all the subsidiaries.
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If you select a template on the subsidiary record for a transaction, then the selected template is used for all transactions that are created for this subsidiary. It overrides the template selected on the parent company record.
If you do not select a template in subsidiary or parent company record, then 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.
Email templates with their record type populated can be selected in a customer or vendor record.
An email template can be used in the E-Document Sending Method plug-in implementation, enabling them to use custom templates for customers or vendors.