Intro

This section provides a guide on updating the required fields in customer maintenance for e-invoice functionality. Ensuring that customer e-Invoice information is thoroughly updated is vital for the successful implementation and utilization of e-invoices.

After upgrading to the new version, please follow the steps below to complete the necessary configurations. You can utilize the e-Invoice Advisor to streamline the process of collecting customer data.

Solution

e-Invoice Settings

e-Invoice > e-Invoice Settings > Enable Customer Validation Control.

 If this setting is not activated, system will not proceed validation control when saving a customer in customer maintenance without fully update e-Invoice require fields.  

Ticked this setting if user would like to have the validation control when creating a customer.

The setting will reflect in Customer Maintenance, ‘e-Invoice Validation’.

e-Invoice Advisor
 

If e-Invoice validation is ticked, customers without complete e-invoice information will be listed in the e-Invoice Advisor for easy identification and follow up purpose

Tips: User can click on ‘Tips’ to learn about the e-Invoice require fields

Update Customer e-Invoice Information 

To update customer e-Invoice information, first of all you need to define the TIN Type. 

 You can Assign TIN Type in e-Invoice Advisor by selected the customers, and click on Assign TIN Type 

System will define the TIN Type accordingly.

For the 2^nd option, you can define the TIN Type in Customer Maintenance accordingly.

Tips: TIN Type is crucial because different TIN Types require customers to update different e-invoice fields. 

If user saving a customer account without complete e-Invoice info, system will prompt the message and not allow to save

Deferred Validation
 

Somes times, user only can get partial e-Invoice information from their customers, however the user wishes to create or save the customer account first.

 In this case, user can change the e-Invoice Validation setting to ‘Deferred Validation’. 

With this setting, system allowed to save the customer account, and it will display in e-Invoice Advisor so that user can follow up later

Non-Validation 

If some customers don't need e-invoice info (e.g., Their company has closed or you no longer do business with them), set the e-Invoice Validation to ‘Non-Validation’

This allows the system to save without requiring e-invoice info. Moreover, this customer account will not display in e-Invoice Advisor
 

Full Validation 

For the users who do not tick ‘Enable Customer r Validation Control’, when saving the customer account system will not have proceed any validation checking. 

 User can still change the e-Invoice Validation to ‘Full Validation’ and save the customer account. System will still proceed the validation checking.  

Tips: 

• Please update a valid phone no. without special character & alphabet 
• Company registration no. has to be updated the new ROC without special character 

Download the PDF file as attached