1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing Administrator Guide
  5. Processing E-Documents Automatically for Individual Transactions

Processing E-Documents Automatically for Individual Transactions

A user with required permissions can process e-documents automatically for individual transactions. All the e-document processes like generate, certify and send can be automated by clicking a single Process E-Document button. Before processing the e-documents automatically for a transaction, the transaction's e-document template, sending method and certification must be set up.

Tip:

Processing e-documents automatically rather than manually can be useful in reducing the time and effort, especially when it is used along with auto-selection of template and sending method. For more information, see Template and Sending Method Auto-selection in Multi-subsidiary Support in the Outbound Process

The automatic processing of e-document feature is disabled by default. To enable this feature, an administrator must select an E-Document Automation Type from the list available in the subsidiary or parent company link in the Electronic Invoicing Preferences page.

To process e-documents automatically for individual transactions:

  1. Go to Setup > E-Documents > Electronic Invoicing Preferences. For OneWorld accounts, click the required subsidiary link, and for accounts without OneWorld, click the parent company link.

  2. Select one of the following options from the E-Document Automation Type dropdown.

    • Generate, Certify, Send - The Process E-Document button becomes available on the transactions. It enables you to perform e-document's generate, certify and send processes by clicking the Process E-Document button.

      Note:

      .

      • E-document certification process is not performed if a valid certification sending method is not defined.

      • If an e-document is generated using Avalara for e-Invoicing, then you can use the following button or script to send the eligible e-documents to Avalara automatically.

        • Certify E-Document button

        • Bulk Certify MR script

      • The process button is not available for transactions using Avalara services for certification.

    • Generate, Certify - The Process E-Document button becomes available on the transactions. It enables you to perform e-document's generate and certify processes by clicking the Process E-Document button.

    • Certify, Send - The Process E-Document button becomes available on the transactions. It enables you to perform e-document's certify and send processes by clicking the Process E-Document button.

    • Disable - This option is selected by default. The Process E-Document button is not available on the transactions. The e-document's generate, certify and send processes must be performed manually using the Generate E-Document, Certify E-Document and Send E-Document buttons. For more information, see Overview of Outbound E-Document Process.

Only a user with administrator role an configure the e-document processes for automation. After this you can use the Process E-Document button on individual transactions to process the e-documents automatically for a subsidiary.

Related Topics

General Notices