Upgrading invoice profiles

FYI, all of this text is also found (almost word for word) in Upgrade Guidelines INVOICES.pdf. Also, this topic has been checked for Fusion, so leave "INVOICES".

If you upgrade INVOICES to DOCUMENTS, add something like this later: and when you upgrade 7.1 to a later version with newer country profiles you get new and improved versions of the country profiles (stored in Eiglobalextra.ini files). When this happens, upgrading your existing invoice profiles to the latest version is highly recommended. (Exception: DOCUMENTS 7 contains the same invoice profiles as INVOICES 5-6.)

The reasons:

• Field types were changed in INVOICES 5-5. When you upgrade an invoice profile from INVOICES 5-4 or earlier, its field profiles are updated to the new field types. This enables the latest business logic, making your system more efficient.

• You cannot edit field profiles that are based on old field types (from INVOICES 5-4 or earlier). If you want to be able to edit these fields in DOCUMENTS, you must upgrade your invoice profiles.

The invoice profile must be inactive. See important information if you are changing an invoice profile that is used in production.

To upgrade an invoice profile

1. Using the Invoice Manager module, click the Invoice profiles object bar.

2. Right-click the invoice profile and select Upgrade. The Upgrade invoice profile dialog is displayed.

3. Adjust the Type and Description (if necessary) and click Upgrade.

4. If the current invoice profile contains fields that are either assigned to non-standard field types or are not assigned to any field type at all, the Update field types dialog is displayed. Use this dialog to match the old fields with the new field types.

   1. Select a field in the Field pairs list and click Edit.

   2. Select a corresponding field type from the Field type box.

   3. Click OK when finished.
       

5. When the Select fields dialog is displayed, use it to determine which field profiles you want to include in the upgrade.

6. Click OK to complete the upgrade.

Important
Upgrading your invoice profiles means new versions of Eiglobalextra.ini are used (one for each country profile that you are using). If you previously edited this file, you must manually copy your changes to the new version.

Related topics

Opening, closing, saving, and deleting invoice profiles

Importing invoice profiles and associated objects (Invoice Manager)

Importing invoice definitions