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Object documentationDocument Settings: El. Documents Tab

 

On this tab, you can enable the electronic documents feature and define basic default settings.

Note Note

In the Argentina, Brazil, Costa Rica, Guatemala, Italy, Mexico and Spain localizations, some of these fields may not be enabled on this tab. In other relevant windows, fields pertaining to this feature may differ slightly too, due to legal requirements.

End of the note.
El. Documents Tab Fields
Enable El. Documents

Select this checkbox to enable the electronic documents functionality.
Default El. Doc. Format

Select the default electronic document format. The default format is used for the generation of the XML files from the documents.

Use the electronic file manager functionality to upload formats into SAP Business One (Start of the navigation path Administration Next navigation step Setup Next navigation step General Next navigation step Electronic File Manager End of the navigation path).

You can specify a different electronic document format for business partners in their business partner master data records.
Default Generation Type

Select one of the options:

  • Generate - The system generates and sends the electronic file as soon as you add the document.

  • Generate Later - After you add the document, you can generate and send it from the Electronic Document Monitor Window.

  • Not Relevant - Electronic documents will not be created.

You can change this setting on the business partner level in the relevant business partner master date. You can also change it directly in the document on the El. Documents tab.
Notifications

Specify how you want to be notified of errors in processing electronic documents.

Select the Alert checkbox to receive notifications in SAP Business One.

Select the E-Mail checkbox to receive notifications through e-mails.
User Queries Category

Select a user query category. The results of this query category will then be added into the data source for the electronic file creation.

Query categories that are available are those that are in the query manager of your SAP Business One.

More Information

Document Settings