Upgrading invoice profiles

Sometimes when you upgrade INVOICES, 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. The reasons:

The invoice profile must be inactive. For more information, see Changing an invoice profile that is used in production.

To upgrade an invoice profile

  1. Using Manager, 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.

  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.

Opening, closing, saving, and deleting invoice profiles

Importing invoice profiles and associated objects

Importing invoice definitions