Description
In the 11.37 release, the concept of a document format group has been introduced to allow billing and pay related documents to be grouped and maintained in a centralised location within the system. Because of this, the Billing > Maintenance > Format Groups maintenance area has been removed.
Therefore, the list of format groups that is available for selection in the Document Format Group field on a set of debtor invoice details, as highlighted in the example below, is now based on bill document format groups that are configured in Maintenance > Document Format Groups.
Benefits
This enhancement compliments the introduction of document format groups, which allow collections of billing and pay document formats to be managed in a centralised location within the system.
Configuration
On upgrading to this release, one bill document format group will be automatically created in Agency Portal > Maintenance > Portal Maintenance > Document Format Groups based on each active invoice format group that existed prior to the upgrade. Where a set of debtor invoice details were previously linked to an invoice format group that existed in Agency Portal > Billing > Maintenance > Invoice Format Groups, the invoice details will automatically be linked to the corresponding document format group in Maintenance > Document Format Groups.
If you need to create a new document format group that groups document formats for invoicing, you will need to create the format group under Maintenance > Document Format Groups. Once the relevant document format group has been created, the format group will be available for selection in the Invoice Format Group field on a set of debtor invoice details, as highlighted in the screenshot above.
For more information, including how the various fields will be defaulted for the billing document format groups that are created automatically, see Document Format Groups.