Billing

Add parameters to Daily Shipment Journal

Added a Shipment Range field in OrderEntryDailyShipmentJournal job to filter the records based on the range. The Shipment Range field can be used to run the daily shipment journal by Shipment Range. Users can now run the Order Entry Daily Shipment job for range of shipment records.

Testing notes:

1. Add a new parameter ShipmentRange to run the daily shipment journal by Shipment Range.
2. Run the Order Entry Daily Shipment job for range of shipment records.

JR-3267014

Merge Billing Invoice Attachment to the generated Billing Invoice document

Billing Invoice attachments can be stitched along with the IDM generated Billing Invoice. A new dropdown Email Distribution Option added to Billing Invoice Attachment form to enable Stitch To Billing Invoie.

Testing notes:

1. From Finance Enterprise Group Options tab, enable the option Use IDM For Attachments to ensure that the attachments will be saved on IDM.
2. Setup Company Customer and Billing Company setup for automatic Billing Invoice emails to the customer and ensure that the option Use IDM Template is enabled and the Billing Template is assigned.
3. Create Billing Invoice Record.
4. If the Billing Invoice output document format is docx, upload an attachment of the same file format. If the Billing Invoice output document format is in PDF, you can upload either a docx or a PDF file.
5. On Billing Invoice record Attachments tab, create a new attachment and select Stitch To Billing Invoice from the Email Distribution Option drop-down list.
6. After generating the Billing Invoice, send an email to the Customer and verify that attachment has stitched to the Billing Invoice.
7. Run Invoice Verification Report if the Billing Invoice(s) are in the Released state.
8. Run Invoice and Register Print and verify if the stitched attachment is in the customer's email.

JR-3267101

Move Billing attachments to IDM

These records are now ready to use IDM as storage for the attachments.

• Billing Invoice Attachment
• Billing Invoice Comment Attachment
• Billing Invoice Line Attachment
• Billing Standard Comment Attachment

IDM Document Types where attachments will be stored.

• Billing Invoice Attachment
• Billing Invoice Comments
• Billing Invoice Line Attachment
• Billing Standard Comment

1. In Finance Enterprise Group Options tab, enable the toggle to use IDM for attachments.
2. Using an Administrator role, select Financials > Shared Processes > Attachment Maintenance.
3. On the Manage Attachments tab, the Business Classes will be ready for mass upload to IDM. This is to move old attachments that are currently stored locally to IDM. We recommend that you schedule the Mass Upload on weekends due to high volume of records to process.
4. When the toggle field in Finance Enterprise Group is enabled, the attachments on said Business Classes or records will be stored in IDM.

Testing notes:

1. In Finance Enterprise Group Options tab, enable the toggle to use IDM for attachments.
2. To move old or existing attachments to IDM, do a Mass Upload to IDM from Application Administrator > Financials > Shared Processes > Attachment Maintenance.
3. Create a record with these attachments and verify if they are stored in IDM:
   • Billing Invoice Attachment
   • Billing Invoice Comment Attachment
   • Billing Invoice Line Attachment
   • Billing Standard Comment Attachment

   IDM Document Types where attachments will be stored.

   • Billing Invoice Attachment
   • Billing Invoice Comments
   • Billing Invoice Line Attachment
   • Billing Standard Comment

JR-3271507