Setting up Receivables IDM templates

Use this procedure to download sample templates, fact sheets, and XML files to set up IDM templates.
  1. Download Sample IDM Templates, Fact Sheets, and XML files.
    Sample IDM template links are provided to download the template, the fact sheet documents, and the XML files.
    1. Select Receivables Administrator > Receivables Setup > Customer Document Setup > Sample Customer Document Templates.
    2. For each sample IDM template, links are provided to download the template, the fact sheet documents, and the XML files.
  2. Create IDM Templates.
    1. You can use the sample templates as baseline to create your own IDM templates.
      Note: For more detailed instructions, see Contextual Applications User Guide.
    2. IDM templates must be saved in .docx format.
    3. Refer to the fact sheet for field mapping information of the fields that you can add to your template.
  3. Set up IDM Templates. Use these steps to set up and upload the created IDM templates that can be assigned as the default company templates.
    1. Select Receivables Administrator > Receivables Setup > Customer Document Setup > IDM Templates.
    2. Click Create and locate the IDM template to use. You can attach the downloaded sample templates or your own templates.
    3. You can generate output documents in .pdf or .docx format.
    4. When successfully attached, you can assign the template as the default for the company. The template is also saved in IDM.
  4. Set up your Receivables company to use IDM Templates.
    The Use IDM Templates field must be selected to use IDM templates.
    1. Select Receivables Administrator > Receivables Setup > Receivable Companies.
    2. Open the receivable company. On the Main tab, in Document Template Option section, select Use IDM Template.
    3. Select the Document Templates tab, select the default IDM template.
      Both the templates and the generated documents are stored in IDM.