Intercompany Billing templates

Document management is used in Intercompany Billing to generate output documents.

Sign in as Intercompany Billing Specialist or Receivables Administrator.

You can set up an Intercompany Billing Invoice in Receivables Company. This IDM template is the default template to the created Intercompany Billing Document record.

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
Intercompany Billing Invoice Intercompany Billing Specialist > Setup > Sample Document Templates for Intercompany Billing Invoices Intercompany Billing Specialist > Setup > Invoice IDM Templates
  • Receivables Company level:

    Receivables Administrator > Receivables Setup > Receivables Company > Intercompany Billing tab

  • Intercompany Billing level:

    Intercompany Billing Specialist > Manage Documents > Intercompany Billing Document Record