Customer Send Methods

On the Customer Send Method screen, you can assign the invoice formats to a specific customer and identify which formats should be submitted to the customer (as well as how they should be submitted). A record can apply to one customer across all conditions, or can be specific to a customer/facility/bill-to combination.
Required?
Yes. The system does not automatically generate these records, so you’ll minimally need to create a record for each customer/document combination.

Fields

Customer
The Customer to whom this send method applies.
Invoice
The specific type of invoice document that should be sent using this method. Valid values are:
  • Invoice Summary (groups charges by charge code)
  • Invoice Detail (displays the detail for each individual charge)
  • Non-Negotiable Invoice
  • Invoice Register
  • G/L Account Register
Report URL
The location of the report file used to generate the invoice format.
Invoice Type
The type of invoice associated with this record, such as Inbound or Recurring.
Facility ID/Bill To
If this record only applies to invoices generated within a specific facility or for a specific Bill To customer, identify those values.
Send Flag
If this invoice format should be submitted to the customer, set this flag to Yes.
Send Method
Identify the format in which the invoice should be submitted: print, fax, or e-mail. For e-mail methods, enter the appropriate e-mail addresses in the next field. For invoices that are printed, the system uses the current user’s printer information. See the Infor WMS Administrator's Guide for information on configuring fax information. If documents should be sent in multiple formats, you’ll need to create multiple records for the same customer/document.
Send List
The e-mail addresses to which the invoice should be sent, for e-mail send methods. You can enter multiple addresses separated by semicolons.