Email templates and subjects reference table

The Billing Invoice output document has a hierarchy of IDM email template setup to be used for emailing. The hierarchy includes these three levels:
  • Invoice type
  • Process level
  • Billing company

Billing Invoice IDM email templates and email subjects are searched in this order:

  • If the Billing Invoice IDM email template is not found at the invoice type, then the process level is searched.
  • If the Billing Invoice IDM email template is not found at the process level, then the billing company is searched.

This table shows information about the sample IDM email templates and the corresponding output documents:

Output document Sample IDM email template Upload IDM email template Set up IDM email template and email subject location
Advanced Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Advanced Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Advanced Dunning Letter Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates
Basic Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Basic Dunning Letter Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Basic Dunning Letter Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates
Billing Invoice Billing Administrator > Document Template Setup > Billing Sample Document Templates > Billing Invoice Documents Billing Administrator > Document Template Setup > IDM Templates > Billing Invoice
  • Invoice type level:

    Invoice type > Billing Invoice Type

  • Process level:

    Process level > Billing Process Level > Invoicing

  • Company level:

    Billing Administrator > Billing Company > Billing Company > Document Templates
EFT Notification Print Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates Receivables Administrator > Receivables Setup > Receivables Company > Document Templates
Intercompany Billing Invoice Intercompany Billing Specialist > Setup > Sample Invoice Templates Receivables Administrator > Receivables Setup > Receivable Companies > Intercompany Billing > IDM Email Options Receivables Administrator > Receivables Setup > Receivable Companies > Intercompany Billing > IDM Email Options
Invoice and Register Print Document Template Setup > Billing Sample Document Templates > Invoice and Register Print Document Template Setup > IDM Templates > Invoice and Register Print Billing Administrator > Billing Company > Document Templates
Payables Chargeback Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Chargeback Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > IDM Templates > Payables Chargeback Payables Administrator > Setup > Companies > Payables Company > Document Templates
Payables Debit Memo Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Template > Payables Debit Memo Payables Administrator > Setup > Customer Document Setup > IDM Template > Payables Debit Memo > Payables Debit Memo Template Payables Administrator > Setup > Companies > Documents Template
Payables Payment Output Check Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Payment Output File Payables Administrator > Setup > Customer Document Setup > IDM Templates > Payables Payment Output Cash Administrator > Cash Setup > Cash Payment Formats
Payables Payment Output Remittance Advice Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Payment Output File Payables Administrator > Setup > Customer Document Setup > IDM Templates > Payables Payment Output Cash Administrator > Cash Setup > Cash Payment Formats > Remittance Options
Payables Payment Output Wire Transfer Payables Administrator > Setup > Customer Document Setup > Sample Payables Document Templates > Payables Payment Output File Payables Administrator > Setup > Customer Document Setup > IDM Templates > Payables Payment Output Cash Administrator > Cash Setup > Cash Payment Formats
Payment Request Notice Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Payment Request Notice Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Payment Request Notice Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates tab
Project Invoice Setup > Document Template Setup > Project Document Sample Templates > Project Invoice Setup > Document Template Setup > Project Document IDM Templates Project Administrator > Setup > Project Contracts > Project Funding Source
Project Invoice Reversal Setup > Document Template Setup > Project Document Sample Templates > Project Invoice Setup > Document Template Setup > Project Document IDM Templates Project Administrator > Setup > Project Contracts > Project Funding Source
Purchase Order Supply Management Administrator > Purchasing > Sample Purchasing Document Templates > Purchase Order Supply Management Administrator > Purchasing > Purchasing Documents IDM Templates > Purchase Order Supply Management Administrator > Purchasing Companies > Purchasing Company > Document Template
Receivable Invoice Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Receivable Invoice Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Receivable Invoice Receivables Administrator > Receivables Setup > Receivables Companies > Document Templates
Receivable Statement Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates > Receivables Statement Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates > Receivable Statement Receivables Administrator > Receivables Setup > Receivables Companies > Receivable Company > Document Templates