Document Output Management

You can use Document Output Management to indicate the form layout and media report forms to use for distribution, for example, for invoicing. Because of statutory or customer-specific requirements, the invoice form layout and required media may differ on a customer-by-customer basis. Different rules for archiving of invoices sent to customers may also exist.

Similar rules may apply to comparable documents such as statements of account, order acknowledgements, and quotations. Regardless of the document output rules, you may want to process invoices in a single batch process.

You can define rules for this information:

  • The report form layout to use based on the country and customer group attributes and their associated values, for example, Netherlands or USA, and Commercial or Government.
  • The distribution media, for example, paper, e-mail, electronically, or a combination of distribution media.

In addition to this, you can indicate whether copies for an electronic archive are required, and - if so - specify where to store the copies.