Specify Invoice Despatch Documents for a Set of Contract Terms

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the Sales Contract or Purchase Contract.
2. Expand the required set of contract terms.
3. Select the Contractual Invoice Types node.
4. To add a default despatch document for an invoice iteration type that is selected for the set of contract terms.
   1. Select the invoice iteration type.
   2. Right-click in the Despatch Documents field group and select New from the menu.
   3. Complete the following fields.
      • Despatch Document—Name of the despatch document to accompany the invoice.
      • Template Path—Location of the template file for the despatch document associated with the contractual invoice.
      • Default Export Format—Select from No Format, Crystal Report, Rich Text, Word For Windows, Excel, PDF (default), HTML 3.2, HTML 4.0 and Excel Record.
      • Comments
5. To add default document recipients for a selected invoice iteration type:
   1. Select the invoice despatch document type.
   2. Right-click in the Document Recipients field group and select New or an organisation from the menu.
   3. Complete the following fields.
      • Document Recipient
      • Recipient Address
      • Number Of Originals
      • Number Of Copies
      • Delivery Method—Select from Email (default), Post, Fax and Courier.
      • Export Format
6. Click Save.