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FAQ

Customer document type setting profiles - Project sales invoice

Users can access the form by navigating to EDI > Setup > Document types.

To create a new record, select document type Project sales invoice.
Select the New button in the Settings profiles FastTab.
Specify the Settings profile id and Description of the profile.
Select the Settings profile id hyperlink or the Setup button to update profile details.

Field	Description	Options/Example
Invoice type
Invoice	Specify mapping for Invoice	• EDIFACT example: 388 = Tax invoice or 380 = Commercial invoice • X12 example: VJ = Commercial invoice
Credit adjustment note	Specify mapping for Credit note	• EDIFACT example: 381 = Credit note • X12 example: CR = Credit memo
Don’t send credit note	Specify if credit notes should be sent to the customer	• No - When posting a credit note, the Send to EDI will be set to No and won’t create a Sales invoice staging record. • Yes - When posting a credit note, the Send to EDI will be set to Yes and will create a Sales invoice staging record.

Where used

The Setting profile can be assigned on the Outgoing documents FastTab to document type Project sales invoice for the Customer Trading partner at EDI > Setup > Trading partners.

Data entity

EDI Settings - Project sales invoice