Enter Invoice Message Data

Explanation

This activity is used to enter basic data required in order to send invoice messages to a customer. The activity should be carried out by an administrator responsible for the basic data setup.

Prerequisites

In order to perform this activity:

• The customer ID must be defined.
• The INVOIC message class should be defined in the Message Class window and media codes must be defined in the Message Media window.
• Information must be entered for the customer in the Customer/General tab, Customer/Address tab and the Customer/Invoice/General sub tab.

System Effects

As a result of this activity, it will be possible to send invoices to the customer from the company for which the invoice message data is entered.

Window

Customer

Related Window Descriptions

Customer/Invoice/Message Setup

Procedure

To enter invoice message data:

1. Open the Customer window and click on the Message Setup sub tab of the Invoice tab.
2. Create a new record. The INVOIC will be automatically displayed in the Message Class field.
3. Select a media code from the List of Values for the Media Code field.
4. Enter the address to which the messages should be sent in the Media Code field. The List of Values can be used to select an address.
5. Enter a sequence number in the Sequence Number field to monitor messages sent using the message class if required.
6. Select the Method Default check box if you want the media code entered in the row to be the default media code to be used when sending messages using the INVOIC message class.
7. Save the information.