About Basic Data Setup for the Send Electronic XML Invoices Process

In order to send electronic XML invoices (e-invoices), the following basic data setup options must be considered.

• Customer
  The user is enabled to send e-invoices when outbound message information is defined in the Customer/Message Setup  with INVOIC message class and E-INVOICE media code. The Address field is used to define where to send the e-invoice message in the routing rules in IFS Solution Manager.
   
• Company
  Invoice image and attachments included in the e-invoice message are automatically checked into IFS/Document Management at the time of sending. To be able to check in the invoice image and attachments into IFS/Document Management, basic data must have been entered in Company/Invoice/Document Management. Enter the invoice image document class and the attachment document class to be used for checking in the invoice image and attachments into IFS/Document Management. Enter the invoice image document prefix and the attachment document prefix to be used when creating the name of the invoice image and attachment.
   
• Person
  To be able to check in the sent invoice image and attachments into IFS/Document Management, the user must be registered as a person in the Person page.
   
• Document Management
  Define document classes to be used for checking in the invoice image and attachments, in the Document Classes page. To check in attachments to IFS/Document Management, the file extensions must exist in the File Types page.