Enter Document Management Information

Explanation

This activity is used to enter document management information for a company.

Prerequisites

In order to perform this activity, IFS/Document Management should be installed. The invoice image document class and the attachment document class that you want to specify for the company must be predefined in IFS/Document Management.

System Effects

As a result of this activity, the information entered will be available to be used when

• sending documents that have been included in an invoice with E-INVOICE media code,
• receiving invoice messages with the E-INVOICE creator reference, and
• to check in invoice images when using the Supplier Invoice Workflow process.

Window

Company

Related Window Descriptions

Company/Invoice/Document Management

Procedure

1. Open the Company window and query for the company for which you want to enter document management information.
2. Create a new record in the Document Management tab.
3. Select the relevant document class from the List of Values for the Invoice Image Document Class field.
4. Enter a value in the Invoice Image Document Prefix field in order to create a name for the documents checked in/out.
5. Select a value from the List of Values for the Attachment Document Class field.
6. Enter a value in the Attachment Document Prefix field in order to create a name for the attachments checked in/out.
7. Save the information.