Customer document type setting profiles - Sales invoice

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

• To create a new record, select document type 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
Send only for EDI orders	Option to only create a Sales invoice staging record where the sales order was created via EDI. Only applies to customers that have this document type enabled.	• Yes – Sales invoice staging record will only be created when the sales order was created via EDI • No – Sales invoice staging record will be created for all sales orders.
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 Sales invoice for the Customer Trading partner at EDI > Setup > Trading partners.

Data entity

• EDI Settings - Sales invoice