AR: Email Invoice copies through "Print Receivables Transactions"

Email Invoice Copies to Customers

Oracle Doc ID's for reference:

Can receivables invoices be emailed to customers in fusion? (Doc ID: 1961745.1)

Can Invoices be emailed to multiple contacts? (Doc ID: 2253766.1)

Business Scenario:

If client want to send invoice copies to their customers.

Setups
1. Set Generate Bill as "Yes" at Transaction type level.
2. Setup Transaction Delivery using email options at Receivables System Options
3. At customer Account level at profile history tab in Invoicing section set Generate bill as "Yes" and select Preferred delivery method as email
4. Create Contact at Bill-To Site level.

Setups
1. Set Generate Bill as "Yes" at Transaction type level.

2. Setup Transaction Delivery using email options at Receivables System Options

3. At customer Account level at profile history tab in Invoicing section set Generate bill as "Yes" and select Preferred delivery method as email.

4. Create Contact at Bill-To Site level (Customer Site).

Here role type should be contact and we cannot edit it.

Add Bill-To to Account Contact Responsibilities

Process

1. Run ESS Job " Print Receivables Transactions".

Run ESS Job "Print Receivables Transactions".

*Parameters for ESS Job "Print Receivables Transactions".
1. Business Unit	Egoss Business Unit
2. Transactions to Print	Unprinted
3. Order by	Transaction Number
4. Open Invoices Only	Yes
5. Invoice Template Name	Default Invoice Template
6. Credit Memo Template Name	Default Credit Memo Template
7. Debit Memo Template Name	Default Debit Memo Template
8. Chargeback Template Name	Default Chargeback Template

SSystem will run below jobs when you run "Print Receivables Transactions"

Parameters for "print receivables transactions"

Click on "Print Receivables Transactions" master program and open the log file to check
whether system has sent the mail.

INV ROW Count for Email Delivery: 1 at "Print Receivables Transactions" Job

System has delivered the transaction
To see which email does system sent the invoice click on the child program called " Print Receivables Transactions" and expand the program.

System has successfully delivered the invoice to the customer email.

This is the invoice which we have sent to the client.

Comments

Finance All Modules Process Flows

To- Be Process Flow General Ledger Manual Journal Approval Process Flow Journal Management Invoice Process Flow for Equipment Orders Payment Receiving Through Lock Box Process Flow Collections Overview Process Flow Process Flow to Handle Delinquent Customer Collections Process Flow Payable Invoice (PO Matched) workflow process Payable Invoice (Non PO Matched) Workflow Process Payment Batch Process IDR Process Flow To-Be Process Flow Bank Reconciliation - Payment Payables to Fixed Assets Flow Process Flow - Transfer Assets Process Flow –Reclassification (Change Category) Process Flow – Retire Asset Process Flow – Reinstate Asset Process Flow – Impairment Process flow- Depreciate Assets CORP Book to Tax Book TO-Be Process Flow – General Ledger Manual Journal Approval Process Flow Journal Management

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