Billing and Order Entry templates
Document Output Management is used in Billing to generate output documents.
Select . The Use IDM Template field is available on the Invoicing Options tab. The Document Templates tab is only available when the field is selected.
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 |
|---|---|---|---|
| Billing Invoice | Billing > Administration > Setup > Document Template > Sample Document | Billing > Administration > Setup > Document Template > IDM > Billing Invoice | Billing > Administration > Setup > Invoice > Type
Billing > Administration > Setup > Company > Process Levels Billing > Administration > Setup > Company > Companies |
| Customer Order | Billing > Administration > Setup > Document Template > Sample Document | Billing > Administration > Setup > Document Template > IDM > Customer Order | Billing > Administration > Setup > Company > Companies > Document Templates tab |
| Invoice and Register Print | Billing > Administration > Setup > Document Template > Sample Document | Billing > Administration > Setup > Document Template > IDM | Billing > Administration > Setup > Company > Companies > Document Templates tab |
| Invoice Register | Billing > Administration > Setup > Document Template > Sample Document | Billing > Administration > Setup > Document Template > IDM > Invoice Register | Billing > Administration > Setup > Company > Companies > Document Templates tab |
| Order Entry Acknowledgement | Order Entry > Administration > Setup > Document Templates > Sample Document | Order Entry > Administration > Setup > Document Templates > IDM | Order Entry > Administration > Setup > Company > Companies |
| Order Entry Daily Shipment Journal | Billing > Administration > Setup > Document Template > Sample Document | Billing > Administration > Setup > Document Template > IDM > Order Entry Daily Shipment Journal | Billing > Administration > Setup > Company > Companies > Document Templates tab |