Electronic Invoicing Administrator Guide

Only the Administrator role can install the Electronic Invoicing SuiteApp and set up the custom records and templates required for generating and sending e-documents. The administrator must also deploy the script for generating e-documents in bulk.

The following topics are intended for administrators:

General Setup Tasks

• Installing the Electronic Invoicing SuiteApp

• Prerequisites for Using Electronic Invoicing

• Considerations When Setting Up Electronic Invoicing

• Electronic Invoicing Setup Tasks

• Defining the E-Document Country for Free Use

• Advanced PDF/HTML Template

• Granting Access Permission to the E-Documents Portlet

• Understanding E-Documents and E-Document Packages

• Creating E-Document Packages

• Multi-subsidiary Support in the Outbound Process

• Creating E-Document Templates

• Editing E-Document Templates

Outbound E-Document Processing Setup Tasks

• E-Document Certification in the Outbound Process

• Creating E-Document Sending Methods

• Setting Up an Email Sending Method for E-Documents

• Creating Custom Methods for Sending E-Documents

• Selecting a Designated E-Document Sender

• Setting Up Custom Roles to Send E-Documents

• Customizing Roles to Restrict E-Document Generation or Sending

• Deploying the Bulk Generation Script for E-Documents

• Deploying the Script for Bulk Scheduled Sending of E-Documents

• Updating E-Document Certification Statuses

• Processing E-Documents Automatically for Individual Transactions

Inbound E-Document Processing Setup Tasks

• Electronic Invoicing Inbound Email Capture

• Using SOAP Web Services for Inbound Processing

• Setting Up Custom Roles that can Convert Inbound E-Documents

• Inbound Validation Plug-ins

• Deploying Automatic Bulk Conversion Script for Inbound E-Documents

See also the following topics:

• Electronic Invoicing Overview

  • Understanding E-Documents and E-Document Packages

  • Electronic Invoicing Permissions and Access Levels

  • Electronic Invoicing Limitations and Best Practices

• Electronic Invoicing Errors

  • Electronic Invoicing Error Codes

  • Outbound E-Document Generation Errors

  • Outbound E-Document Sending Errors

General Notices