Customer document type setting profiles - Sales invoice
Users can access the form by navigating to EDI > Setup > Document types.
- To create a new record, select document type Sales invoice.
- Select the New button in the Settings profiles FastTab.
- Specify the Settings profile id and Description of the profile.
- Select the Settings profile id hyperlink or the Setup button to update profile details.
| Field |
Description |
Options/Example |
| Invoice type |
|
|
| Invoice |
Specify mapping for Invoice |
• EDIFACT example: 388 = Tax invoice or 380 = Commercial invoice
• X12 example: VJ = Commercial invoice |
| Send only for EDI orders |
Option to only create a Sales invoice staging record where the sales order was created via EDI.
Only applies to customers that have this document type enabled. |
• Yes – Sales invoice staging record will only be created when the sales order was created via EDI
• No – Sales invoice staging record will be created for all sales orders. |
| Credit adjustment note |
Specify mapping for Credit note |
• EDIFACT example: 381 = Credit note
• X12 example: CR = Credit memo |
| Don’t send credit note |
Specify if credit notes should be sent to the customer |
• No - When posting a credit note, the Send to EDI will be set to No and won’t create a Sales invoice staging record.
• Yes - When posting a credit note, the Send to EDI will be set to Yes and will create a Sales invoice staging record. |
Where used
The Setting profile can be assigned on the Outgoing documents FastTab to document type Sales invoice for the Customer Trading partner at EDI > Setup > Trading partners.
Data entity
- EDI Settings - Sales invoice
