Invoice Summary PDF File Naming

To select the file name format of PDF invoice summaries:

1. Open the Japan Localization Setup subtab:

   • (With OneWorld) Go to Setup > Company > Subsidiaries. Edit a Japan subsidiary whose customers you want to include in the invoice summary, and then click the subtab.

   • (Without OneWorld) Go to Setup > Company > Company Information, and then click the subtab.

2. In the Invoice Summary File Name dropdown field, select the filename format you prefer from the following:

   • closing date +customer name

     Note:

     This file name format can only be selected if the Individual Customer PDF box is checked. For more information, see Generating Invoice Summary PDF per Customer.

   • invoice summary record number

   • invoice summary record number +closing date

   • statement date +batch ID

   • statement date +subsidiary +batch ID

   • statement date + “invoice summary” + invoice summary number

3. Click Save.

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