Administrators can now manage the PDF upload template process on behalf of a trading partner.
Except for a few initial steps, the procedure to configure a sponsored PDF upload is similar to the setting of PDF upload templates. For more information, see Setting up PDF Upload Templates.
To configure the sponsored PDF uploads, perform the following steps:
1. Click Upload Options > Sponsored PDF Upload Options from the Administration tab.
The PDF upload options – list page is displayed.
2. Click the Create button at the top right of the page to create a PDF document template.
The Sponsored PDF upload options - Create page is displayed.
3. Enter the following details in the fields displayed:
Header Section |
Line Details |
Document type |
Select the type of document from the Document Type drop-down list. Since the mapping is for an invoice, enter Invoice. |
Template Name |
Enter Invoice in this field to default this as an invoice PDF template. If you are using multiple templates, define them accordingly. For example, you may add a date to the additional invoice template name. |
Sponsored partner |
Click the Sponsored partner link. In the Select Partners dialog box, select the partner for whom you are sponsoring this template for, and then click Submit. |
For rest of the procedure to configure a sponsored PDF, follow the steps in the Setting up PDF Upload Templates topic.