1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing User Guide
  5. Assigning E-Document Packages to Customer or Vendor Records

Assigning E-Document Packages to Customer or Vendor Records

The e-document templates and sending methods assigned to the e-document package are available for selection on the E-Document subtab of every customer or vendor transaction.

To assign an e-document package to a customer or vendor:

  1. Create or edit a customer or vendor record.

  2. Click the E-Document subtab of the customer or vendor record.

  3. In the E-Document Package field, select the appropriate e-document package for the customer or vendor.

    Note:

    The outbound template and sending method included in the e-document package you will select, must have subsidiaries belonging to this customer or vendor. For more information, see Multi-subsidiary Support in the Outbound Process.

  4. Click Save.

Note:

Assigning e-document packages with email sending methods can only be done by editing the customer or vendor record.

Related Topics

General Notices