Edit Invoices Preferences

You can edit your global preferences in the Orders application. In most cases, the system uses those settings across all My Exchange applications.

  1. Click the solution selector icon to open the menu.
  2. Select Invoices. The Invoices page opens.

  3. Click your user name. A list of options opens.

  4. Select Preferences. The Preferences page opens.

  5. Define your preferences.
    FieldDescription
    Default Landing Page

    Select to display the page you see when clicking Invoices. Options are:

    • Dashboard – The Dashboard page opens
    • Invoices (Quick Clicks) – The Quick Clicks page opens
    Invoice Notification

    Select to receive notifications per the time frames defined in the Notification mode (for example, immediately, daily, weekly, or monthly). Options are:

    • Invoices Summary
    • Failed Delivery
    • Failed Invoice Country specific validation – To select this option, enable invoice validation in Application Settings
    • Failed invoice VAT validation – To select this option, enable invoice validation in Application Settings
    • Failed invoice total amount validation – To select this option, enable invoice validation in Application Settings
    • Failed invoice duplicate checking validation
    • Failed invoice PO matching validation (Without PO)
    • Failed invoice PO matching validation (With unknown PO)
    • Failed invoice PO matching validation (Lines without PO)
    • Failed invoice PO matching validation (Lines with unknown PO)
    Invoice Delivery Report

    Select to receive these per the time frames defined in the Report mode (for example, daily, biweekly, monthly, or yearly). Options are:

    • Delivery Summary Report
    • Delivery Details Report
  6. Click Save.