contratFacturesOriginales batch
When the management of PDF originals is enabled for customer invoices in General Setup > Documents > Manage original PDF by document type, an original document for each customer invoice is generated during its booking.
The contratFacturesOriginales is used to add original documents of booked invoices as linked documents on related customer contracts, when those contracts are entered in the Customer contract field of invoice lines. Thus, the invoice originals will be available from the Linked documents tab of the related contracts.
Prerequisites
Before setting up the batch:
- The management of original PDFs must be enabled for customers invoices from General setup > Documents > Manage original PDF by document type;
- Customer contracts must be specified in the Customer contract field of the lines of the desired customers invoices.
Batch behavior
When creating the batch, select contratFacturesOriginales in the Batch template drop-down list.
When the batch is running, it searches for all invoices booked after the latest execution of the batch and whose Customer contract field is entered on at least one line.
For each invoice found, if an original document is present, that document is added automatically as a linked document on the contracts entered on the lines. Thus the original document of the invoice will be visible from the Linked documents tab of the customer contract (Help Desk > Contracts > Customer contracts).
Setting up the batch
There are no parameters specific to the contratFacturesOriginales batch.
Reference
To view the parameters common to most batches, refer to Setting up the common parameters.
