Receivables templates

Document management is used in Receivables to generate output documents.

Sign in as Receivables Administrator and select Receivables Setup.

This table shows the locations of templates to use when setting up IDM templates:

Output document Sample document template location Upload IDM template location Set up IDM template location
Advanced Dunning Letter Receivables Setup > Customer Document Setup > Sample Document Templates For Receivables Customer Document Setup > IDM Templates > Advanced Dunning Letter Receivables Companies > Main > Document Templates
Basic Dunning Letter Receivables Setup > Customer Document Setup > Sample Document Templates For Receivables Customer Document Setup > IDM Templates > Basic Dunning Letter Receivables Companies > Main > Document Templates
EFT Notification Print Receivables Setup > Customer Document Setup > Sample Document Templates For Receivables Customer Document Setup > IDM Templates > EFT Notification Print Customer Group > Options
Payment Request Notice Receivables Setup > Customer Document Setup > Sample Document Templates For Receivables Customer Document Setup > IDM Templates > Payment Request Notice Receivables Companies > Document Templates
Receivable Invoice Receivables Setup > Customer Document Setup > Sample Document Templates For Receivables Customer Document Setup > IDM Templates > Receivable Invoice Receivables Companies > Document Templates
Receivables Statement Receivables Setup > Customer Document Setup > Sample Document Templates For Receivables Customer Document Setup > IDM Templates > Receivables Statement Receivables Companies > Main > Document Templates