--- title: "Feature EIN Customer Invoice Send - System Administration and Setup" canonical: "https://kb.myframeworks.com.au/space/FRAM/28389292/Feature%20EIN%20Customer%20Invoice%20Send%20-%20System%20Administration%20and%20Setup" format: markdown --- Before Feature EIN can be used, the following system administration activities must be completed. Refer to the following processes for further information: > Macro (toc) ## Pre-Requisites Feature Code EIN AND ECN need to be generated and installed onsite as per Installing [Licenses and Features](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401704). > ℹ️ If you are setting up Feature EIN for customers, you will also need to set up Feature ECN (ETM Credit Note). ## System Configuration Tasks ### **Configure ETM Customer Invoice folders** /prostix/dmp/**ETMCustInvoice/{customerID}/archive/** /prostix/dmp/**ETMCustInvoice/logs/** > ℹ️ A separate customer ID folder is required for each Customer using the Customer Invoice send function. ### Add xml invoice format/s Copy appropriate xml formats (Invoice and Credit Note) to site (eg custInvicesSimpro.ffd). Copy to /prostix/{instance demo/live}/etm/format/output You may need to edit Invoice AND Credits XML templates as required to fit .csv sample format provided by customer, this may include: - hardcoded 'literal data' to relevant customer name eg 'Sterland' or ABN - check line 'positions' now match the .csv sample if changes are made to lines ### Setup ETM Output Format 1. Setup ETM output format for **Invoices** and **Credit Notes** via **Electronic Trade Module, ETM Output Control, Output Formats**, press F6 add, e.g.: ![image2017-9-27_17-12-52.png](media://91903486-101c-4e95-a0dd-18398c6dd991) ![image2019-7-10_13-27-21.png](media://5e6effcd-dcc6-4ead-8704-154209110026) ### Setup Eaddress Set up an e-address per entity/customer e.g.: ![image2018-2-28_9-19-3.png](media://1c40a85b-f0df-4985-b24f-27fa3003801d) ![image2018-2-28_9-34-9.png](media://e5c7d8bc-5a25-437a-9443-28c1ab4ea6bf) ![image2017-9-27_17-4-4.png](media://0e62c5e9-90d5-434f-930c-355e8c6b29a9) ### Setup Output Document Settings Set up an output document setting location for both Invoices and Credit Notes via **Electronic Trade Module, ETM Output Control, Output Document Settings, **press F6 to add e.g.: ![image2017-9-27_17-1-0.png](media://cf155429-0824-4816-a7d7-b97b349f0c33) ![image2017-9-27_17-1-49.png](media://0b33a19a-d3eb-495a-b952-b38abd81148e) | Field | Description | | --- | --- | | Entity | F3 to select customer | | Entity Type | Will default based on selection above | | Document | F3 to select ETM Document Type | | Description | Defaults | | Parameters | No | | Active | 'Yes' to send the document electronically | | Always Send | Enter 'no' as you generally want the invoices to be sent in an EOD scheduled invoice send | | Company | Enter the company that the document will be sent from | | Branch | Enter the branch that the document will be sent from | | Sender ID | Enter the id that will be used to identify you to the recipient | | Receiver ID | Enter the id that will be used to identify the recipient | | Print Hardcopy | Print Hardcopy = Yes (if you want both email .csv and ETM PDF output to be sent), select no if just email.csv via NuVu | | Notify on Success/Failure | Enter the user name or e-mail to be notified of the success or failure of output. Initially setup in both, but in time when it has been running smoothly, you only need a failure email address. | to proceed to the **Document Context **screen, enter the format as per below: ![image2019-7-10_13-28-43.png](media://462a5d00-8960-4462-a18f-1d9d096cab26) | Field | Description | | --- | --- | | Format ID | to select format configured under [Setup ETM Output Format](#) above | | Filename | Must be in the format -customerID-INV-
for invoices, and -customerID-CRV-
for Credit Notes | | Date format | ddmmccyy | | Send to | Enter the eaddress configured under [Setup Eaddress](#) above if sending individual invoices to the customer. If sending consolidated invoices in a single file, you will need to set up a 'move' eaddress to place the files on the Linux server rather than sending them direct to the customer. | ## Additional Configuration for sending consolidated Customer Invoice file ### Setup a 'move' E-address If the customer needs a single consolidated invoice file at the end of the day then the E-address setup above needs to be configured as a move entity: ![image-20241213-033655.png](media://96ae6cc9-89cf-46a7-9e8e-c18320186cdd) The "Send To" field under the [Output Document settings](#) configuration above needs to be setup using this move entity. ### Configuration of O/S for consolidated invoice send Additional configuration is also required on the Linux server Operating System:
O/S setup for consolidated csv send Locate the sample files located /prostix/clone/unix/bat/: *etm_custinv.cron* *etm_custinv.sh* *etm_custinv.conf* 1. *etm_custinv.sh* needs to be deployed to customers' /prostix/bat and edited as per the *etm_custinv.conf* sample file. 2. Onsite in /prostix/dmp/ETMCustInvoice/ create the following files and include the following content in the below format: ***Mail.conf****, eg:* BCC=shana@[foresightsolutiongroup.com](http://foresightsolutiongroup.com/),junior@[foresightsolutiongroup.com](http://foresightsolutiongroup.com/) FROM=support@[sterland.com.au](http://sterland.com.au/) SUBJECT=PWL ETM Invoices ***SendList.csv****, eg:* *171340,-171340-,DLY,davidb@*[*sterland.com.au*](http://sterland.com.au/)*,csv,X* *Where 171340 = customer number* *DLY = frequency (can be DLY,EOW,EOM)* 3. **mutt** must be installed onsite (refer Bernie for more information) and muttrc configured To install mutt type this at the unix prompt. **sudo yum install -y mutt** 4. For automated sending you will need to edit the onsite cron job under master, as per* etm_custinv.cron *sample*.*
### Check System Services Running Check System Services for ETM are running via **System Services - Tasks**: ![image-20241213-033848.png](media://6d8ab6a8-8ff6-4e4c-aad8-1b9f4794d071)