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.