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- Set the ‘Summarize AP Documents by Vendor’ Sales Programs preference
- Setting this preference to ‘Yes’ will summarize all settlements in a batch by Broker and send a single AP Invoice to the host system as opposed to sending individual AP Invoices for each Sales Transaction.
- Set the ‘Summarize AR Documents by Customer’ Sales Programs preference
- Setting this preference to ‘Yes’ will summarize all settlements in a batch to send a single AR Credit Memo to the host system per Customer as opposed to sending an AR Credit Memo for each settlement transaction for the same customer.
- Customer or Vendor Setup
- If the Settle To method is ‘AR Credit Memo’, a customer must be selected for the AR Credit Memo to be created for, thus requiring the customer is setup. However, if the Settle To method is ‘AP Invoice – Paid In Full Orders’ or ‘AP Invoice – All Orders’, a vendor must be selected for the AP Invoice to be created, thus requiring the vendor is setup.
- Address Set Setup
- If the sales program is assigned by address sets, then the address set setup is required.
- Integration Setup
- Setting the Host system integration for SO Invoice and Settlements to immediate or timed.
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