Sending XML Invoices to Your Customers

The system transmits outbound invoices using XML when the Prt field on the Status screen of an invoiced order generation is set to 2. Before the system can send an XML invoice to a customer, create an XML transaction map for an outbound invoice transaction type for the trading partner.

Note: Before the system can send an invoice to a customer, create an XML transaction map for an invoice transaction type, set activity triggers, and define document post locations for the customer.

When you send an invoice using XML, the system verifies that the customer has a transaction map defined for the outbound invoice transaction type and archives the XML sent in Remote Archive Maintenance.

Single Invoice Processing

To send or re-send a single invoice using XML, change the print status of the order.

To send an individual XML invoice from a sales order:

Display an invoiced order in Sales Order Entry.
Display the order's Status screen.
In the Prt field of the generation for which you want to send an invoice, select 2 for B2B.
Press Esc to exit and process the order.
If prompted, select the type of invoice to send.

The system verifies that a valid XML transaction map is created for an invoice for the trading partner and translates the Eclipse data using the settings in the map.

Batch Invoice Processing

If you flag your trading partner's customer record for XML and set the Batch Invoice in Lieu of Print activity trigger in the record to B2B Sales Doc, the system sets the print status during batch invoice processing and then sends the invoice.

To flag a customer for XML batch processing:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer's name and press Enter to display the record.
Use the Pricing hot key to display the Customer Pricing/Printing screen.
In the Invoice Print Copies field, enter the number of invoices you want to print during the batch processing cycle.
Press Esc to return to the customer record.
Press Esc to save your changes and close the customer record.

When you run the batch printing program, the system checks the setting in the Invoice Print Copies field and sends the B2B Sales Doc, as specified in the Batch Invoice in Lieu of Print activity trigger. The system sends the invoice using the outbound invoice transaction map defined for the customer.