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 > Setup > Documents > Sample Templates > Advanced Dunning Letter | Receivables Administrator > Setup > Documents > IDM Templates > Advanced Dunning Letter | Receivables Administrator > Setup > Receivables Companies > Receivable Company > Document Templates |
| Basic Dunning Letter | Receivables Administrator > Setup > Documents > Sample Templates > Basic Dunning Letter | Receivables Administrator > Setup > Documents > IDM Templates > Basic Dunning Letter | Receivables Administrator > 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 |
|
| EFT Notification Print | Receivables Administrator > Setup > Documents > Sample Templates | Receivables Administrator > Setup > Documents > IDM Templates | Receivables Administrator > Setup > Receivables Company > Document Templates |
| Escheatment Notice | Cash Administrator > Cash Setup > Customer Document Setup > Sample document templates | Cash Administrator > Cash Setup > Customer Document Setup > IDM Templates | Cash Administrator > Cash Setup > Cash Code > Document Templates |
| Intercompany Billing Invoice | Intercompany Billing Specialist > Setup > Sample Invoice Templates | Receivables Administrator > Setup > Receivable Companies > Intercompany Billing > IDM Email Options | Receivables Administrator > 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 > Document Templates |
| 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 Receipt | Receivables Administrator > Setup > Documents > Sample Templates | Receivables Administrator > Setup > Documents > IDM Templates > Payment Receipt | Receivables Administrator > Setup > Groups And Companies > Receivable Companies > Document Templates |
| Payment Request Notice | Receivables Administrator > Setup > Documents > Sample Templates > Payment Request Notice | Receivables Administrator > Setup > Documents > IDM Templates > Payment Request Notice | Receivables Administrator > 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 > Setup > Documents > Sample Templates > Receivable Invoice | Receivables Administrator > Setup > Documents > IDM Templates > Receivable Invoice | Receivables Administrator > Setup > Groups And Companies > Receivable Companies > Document Templates |
| Receivable Invoice Expanded | Receivables Administrator > Setup > Documents > Sample Templates > Receivable Invoice Expanded | Receivables Administrator > Setup > Documents > IDM Templates > Receivable Invoice Expanded | Receivables Administrator > Setup > Groups And Companies > Receivable Companies > Document Templates |
| Receivable Statement | Receivables Administrator > Setup > Documents > Sample Templates > Receivable Statement | Receivables Administrator > Setup > Documents > IDM Templates > Receivable Statement | Receivables Administrator > Setup > Groups And Companies > Receivable Companies > Document Templates |
| Sublease Billing Invoice | Receivables Administrator > Setup > Documents > Sample Templates > Sublease Billing Invoice | Receivables Administrator > Setup > Documents > IDM Templates > Sublease Billing Invoice | Receivables Administrator > Setup > Receivables Companies > Sublease Billing Invoice |