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 > Administration > Setup > Documents > Sample Templates > Advanced Dunning Letter Receivables > Administration > Setup > Documents > IDM Templates > Advanced Dunning Letter Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Basic Dunning Letter Receivables > Administration > Setup > Documents > Sample Templates > Basic Dunning Letter Receivables > Administration > Setup > Documents > IDM Templates > Basic Dunning Letter Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Billing Invoice Billing > Administration > Setup > Document Template > Sample Document > Billing Invoice Documents Billing > Administration > Setup > Document Template > IDM > Billing Invoice
  • Invoice type level:

    Invoice > Type > Billing Invoice Type

  • Process level:

    Process Levels > Billing Process Level > Invoicing tab

  • Company level:

    Billing > Administration > Setup > Company > Companies > Document Templates tab
  • Customer Order
  • Order Entry Acknowledgement
 Order Entry > Administration > Setup > Document Templates > Sample Document Order Entry > Administration > Setup > Document Templates > IDM > Order Entry Acknowledgement Receivables > Customers > Company Customer > Billing tab
EFT Notification Print Receivables > Administration > Setup > Documents > Sample Templates Receivables > Administration > Setup > Documents > IDM Templates Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Escheatment Notice Cash > Administration > Setup > Documents and Printers > Sample Document Templates For Cash Management Cash > Administration > Setup > Documents and Printers > IDM Templates Cash > Administration > Setup > Cash Structure > Cash Codes > Document Templates tab
Intercompany Billing Invoice Intercompany Billing > Administration > Documents > Sample Invoice Templates Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Intercompany Billing > IDM Options section Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Intercompany Billing > IDM Options section
Invoice and Register Print Billing > Administration > Setup > Document Template > Sample Document > Invoice and Register Print Billing > Administration > Setup > Document Template > IDM > Invoice and Register Print Billing > Administration > Setup > Company > Companies > Document Templates tab
Payables Chargeback Payables > Administration > Setup > Documents and Printers > Sample Document Templates > Payables Chargeback Payables > Administration > Setup > Documents and Printers > IDM Templates > Payables Chargeback Payables > Administration > Setup > Company Structure > Companies > Document Templates tab
Payables Debit Memo Payables > Administration > Setup > Documents and Printers > Sample Document Templates > Payables Debit Memo Payables > Administration > Setup > Documents and Printers > IDM Templates > Payables Debit Memo Template Payables > Administration > Setup > Company Structure > Companies > Document Templates tab
Payables Payment Output Check Payables > Administration > Setup > Documents and Printers > Sample Document Templates > Payables Payment Output File Payables > Administration > Setup > Documents and Printers > IDM Templates > Payables Payment Output Cash > Administration > Setup > Payment > Cash Payment Formats
Payables Payment Output Remittance Advice Payables > Administration > Setup > Documents and Printers > Sample Document Templates > Payables Payment Output File Payables > Administration > Setup > Documents and Printers > IDM Templates > Payables Payment Output Cash > Administration > Setup > Payment > Cash Payment Formats > Remittance Options tab
Payables Payment Output Wire Transfer Payables > Administration > Setup > Documents and Printers > Sample Document Templates > Payables Payment Output File Payables > Administration > Setup > Documents and Printers > IDM Templates > Payables Payment Output Cash > Administration > Setup > Payment > Cash Payment Formats
Payment Receipt Receivables > Administration > Setup > Documents > Sample Templates Receivables > Administration > Setup > Documents > IDM Templates > Payment Receipt Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Payment Request Notice Receivables > Administration > Setup > Documents > Sample Templates > Payment Request Notice Receivables > Administration > Setup > Documents > IDM Templates > Payment Request Notice Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Project Invoice Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates > Project Invoice Projects > Administration > Document Templates > Templates > Project Document IDM Templates Projects > Project Contracts > Project Funding Sources tab
Project Invoice Reversal Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates > Project Invoice Reversal Projects > Administration > Document Templates > Templates > Project Document IDM Templates Projects > Project Contracts > Project Funding Sources tab
Purchase Order Application Administration > Shared > Document Management > Sample Document Templates > Purchase Order Application Administration > Shared > IDM Templates > Purchasing Application Administration > Shared > Groups and Companies > Purchasing Companies > Document Template tab
Receivable Invoice Receivables > Administration > Setup > Documents > Sample Templates > Receivable Invoice Receivables > Administration > Setup > Documents > IDM Templates > Receivable Invoice Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Receivable Invoice Expanded Receivables > Administration > Setup > Documents > Sample Templates > Receivable Invoice Expanded Receivables > Administration > Setup > Documents > IDM Templates > Receivable Invoice Expanded Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Receivable Statement Receivables > Administration > Setup > Documents > Sample Templates > Receivable Statement Receivables > Administration > Setup > Documents > IDM Templates > Receivable Statement Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Document Templates tab
Sublease Billing Invoice Receivables > Administration > Setup > Documents > Sample Templates > Sublease Billing Invoice Receivables > Administration > Setup > Documents > IDM Templates > Sublease Billing Invoice Receivables > Administration > Setup > Groups And Companies > Receivable Companies > Sublease Billing tab