You can create an electronically signed document on both the sales and service pages. In both cases, you can initiate this on the order, invoice, or credit memo.
When creating a new document, after filling in the Customer number field, the system automatically updates the Electronic document field on the Invoice details fast tab if the value of the Electronic Document Consent field, on the customer card is = Accepted:
If you still want the current document not to be created electronically, turn off the Electronic Document field on the Invoice details fast tab.If the value of the electronic document consent field is “No information” on the Customer card, you can still turn on the Electronic document field on the Invoice details fast tab.
If the value of the electronic document consent field is “Rejected” on the Customer card, you cannot create an electronic document for the customer.
Use the Post button to post the document.
It is not necessary to select the Post and send option, because the document will be sent electrolytically after signing.
During posting, an electronic document entry is created for each document marked as Electronic, which can be found in the related list.
