Setting up Customers and Vendors for Continia eDocuments

  • 17/10/2024
  • 8 minutes to read

Once you've activated Continia eDocuments and set it up, you must set up your vendors and/or customers to use it. This process is described in the sections below.

To set up vendors

To set up vendors so that you can exchange electronic documents with them via Continia eDocuments:

  1. Choose the Search icon, enter Vendors, and then choose the related link.

    Tip

    Alternatively, you can select Vendors in the navigation bar on the Role Center.

  1. On the Vendors page, in the list of vendors, select the name of the one that you want to set up to use Continia eDocuments. This opens the Vendor Card.
  2. In the action bar, select Related > Vendor > Continia eDocuments Setup to open the Continia eDocuments Vendor Setup page.
  3. On the General FastTab, using the fields on the left side, specify how you as a customer would like to exchange documents with the selected vendor:
    • Send In Electronic Format - select the electronic format that you want to use when sending electronic documents to this vendor.
    • Send From Participation - select the participation that you want to use when sending electronic documents to this vendor. For more information about participations, see [Setting up the Continia Delivery Network](/continia-document-capture/setting-up-document-capture/setting-up-general-business-functionality/setting-up-the-continia-delivery-network#the-list-of-participations ).
    • Send Purchase Orders Automatically - enable it if purchase orders should be sent automatically when released.
  1. On the right side of the FastTab, under Vendor Identification, specify how to identify the vendor:
    1. In Type, select the type of identifier that you want to use to identify the vendor.
    2. If you selected Other under Type in step 5a above, select the three dots on the right side of the Scheme ID field to open the Continia Delivery Network Identifiers page. From the list of identifiers, select the one that you want to use for this vendor, and then select OK to return to the Continia eDocuments Vendor Setup page.

Note

If you selected VAT or GLN in step 5a, the Scheme ID field will be unavailable and autofilled with the correct identifier based on your selection and the related metadata that's available in the Continia Delivery Network.

    1. In Vendor ID Value, enter the vendor's exact ID, unless this has been autofilled.

Note

As in step 5b, if you selected VAT or GLN in step 5a, the Vendor ID Value field will be autofilled with the correct ID, if this is available for the selected vendor.

  1. Return to the Vendor Card.
  2. On the General FastTab, go to Document Sending Profile and select CONTINIAEDOCUMENTS.
  3. Repeat steps 2-7 for any additional vendors you want to set up.
You're now all set up and ready to use Continia eDocuments to send electronic documents to the selected vendors. If necessary, you can of course always add additional vendors at a later stage.

To set up customers

In order to set up customers so that you can exchange electronic documents with them via Continia eDocuments, follow these steps:

  1. Choose the Search icon, enter Customers, and then choose the related link.

    Tip

    Alternatively, you can select Customers in the navigation bar on the Role Center.

  1. On the Customers page, in the list of customers, select the name of the one that you want to set up to use Continia eDocuments. This opens the Customer Card.
  2. In the action bar, select Related > Customer > Continia eDocuments Setup to open the Continia eDocuments Customer Setup page.
  3. On the General FastTab, using the fields on the left side, specify how you as a vendor would like to exchange documents with the selected customer:
    • Send In Electronic Format - select the electronic format that you want to use when sending electronic documents to this customer.
    • Send From Participation - select the participation that you want to use when sending electronic documents to this customer. For more information about participations, see [Setting up the Continia Delivery Network](/continia-document-capture/setting-up-document-capture/setting-up-general-business-functionality/setting-up-the-continia-delivery-network#the-list-of-participations ).
    • Send eDocuments Automatically - select which documents should be sent automatically when posted – if any.
  1. On the right side of the FastTab, under Customer Identification, specify how to identify the customer:
    1. In Type, select the type of identifier that you want to use to identify the customer.
    2. If you selected Other under Type in step 5a above, select the three dots on the right side of the Scheme ID field to open the Continia Delivery Network Identifiers page. From the list of identifiers, select the one that you want to use for this customer, and then select OK to return to the Continia eDocuments Customer Setup page.

Note

If you selected VAT or GLN in step 5a, the Scheme ID field will be unavailable and autofilled with the correct identifier based on your selection and the related metadata that's available in the Continia Delivery Network.

    1. In Recipient ID, enter the customer's exact ID, unless this has been autofilled.

Note

As in step 5b, if you selected VAT or GLN in step 5a, the Recipient ID field will be autofilled with the correct ID, if this is available for the selected customer.

  1. Optional: On the Export Setup FastTab, make any adjustments to the settings, if necessary.
  2. Return to the Customer Card.
  3. On the General FastTab, go to Document Sending Profile and select CONTINIAEDOCUMENTS.
  4. Repeat steps 2-8 for any additional customers you want to set up.

You're now all set up and ready to use Continia eDocuments to send electronic documents to the selected customers. If necessary, you can of course always add additional customers at a later stage.