Documentation Produits
nythia.rincla@cegedim.com
153
Article
Last Month
-82.35%
What are the different statuses of an order?
Published March 28th, 2024 by Documentation Produits
The main statuses of an order are: To be processed: the order has been sent to the supplier. Cancelled: the order has been cancelled by the customer. Invoiced: the order has been fully invoiced by the supplier. Partially invoiced: part of the order was invoiced by the supplier. Your customer or supplier may have enabled options that provide addition
What do the Customer Order indicators correspond to?
Published January 10th, 2025 by Documentation Produits
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
Can I receive my customers' orders on SY?
Published March 27th, 2024 by Documentation Produits
You have the ability to send or receive orders on SY. SY's features for order management are: Sending/receiving orders Response to the order (full or partial confirmation, refusal) Invoice generation from an order received (POFLIP) Publication of goods receipt slips to the supplier Generation of supplier shipping notices from the order Generation of
If I don't have an invoicing tool, can I use the portal to enter an invoice?
Published March 27th, 2024 by Documentation Produits
The Enter Invoice feature is optional; it is the customer who decides whether to activate it or not. 💡 To view the invoice transmission methods chosen by a customer, consult the Possible transmission methods section on the Customer information sheet ( Customers tab).
What is a billing mandate and why do I need to sign one?
Published March 28th, 2024 by Documentation Produits
An invoicing mandate is a contractual document by which one company (principal) authorizes another company (agent) to issue invoices on its behalf. The invoicing mandate allows CEGEDIM to be entrusted with the physical production of invoices and their archiving. ⚠️ Signing the billing mandate is mandatory to be able to submit invoices on SY.
What do the different user profiles correspond to? (member accounts)
Published August 13th, 2025 by Documentation Produits
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company. For member accounts, three
How do I add the "resolved" note to the "Non-compliant" invoice status?
Published July 8th, 2025 by Documentation Produits
An invoice with a status of Non-compliant is an invoice that has not been transmitted to the customer because it contains a legal or business error. You cannot correct a non-compliant invoice, you must reissue a new invoice.After issuing a new invoice, you can add the note “resolved” to the status of the old non-compliant invoice. From the invoice l
How to create a group of establishments?
Published July 28th, 2025 by Documentation Produits
⚠️ Only users with the Manager or Administrator profile can create establishment groups. To create a group of establishments: Click on the user profile icon. Select Group Management . Tap + Add Group . Complete the Information section. In Group Type , select Facility Group . Indicate the company concerned. Select the establishment to add. Add the se
How to delete a user account?
Published August 14th, 2025 by Documentation Produits
⚠️ Only users with the Manager profile can delete a user account. Click on the user profile icon. Select User Management . On the line of the account to be deleted, click on the trash can icon. Confirm your choice by clicking on Confirm . The user and their account will be deleted and they will no longer have access to SY. 💡 If you wish to close you
Why is a Warning icon displayed on some invoices?
Published July 25th, 2025 by Documentation Produits
To help you prepare for the French electronic invoicing reform, you can now check that the invoices you issue or receive and which fall within this field contain the information required by the reform. When SY's checks reveal discrepancies on these invoices, a Warning icon appears in the portal's invoice tracking screens to alert you. By accessing t
What do the Supplier Order indicators correspond to?
Published January 10th, 2025 by Documentation Produits
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
What is an establishment?
Published July 31st, 2025 by Documentation Produits
An establishment is a structure (with a SIRET number), legally and financially dependent on a company or business. However, it is possible for establishments of the same company to manage their invoicing on SY independently for the purpose of invoicing compartmentalization. As a Manager or Administrator , you will be able to: Create the establishmen
How do I add my company’s bank details?
Published July 8th, 2025 by Documentation Produits
To avoid having to specify all of the information related to your company each time you enter a new invoice, you can define an invoice template that includes your company logo, billing address, bank details, etc. To add your company's bank details: Click on the user profile icon. Select Businesses . Click on the Additional Information tab. Complete
How do I access my customer invoices?
Published July 31st, 2025 by Documentation Produits
To access the list of invoices issued to customers: Click on the Customer Invoices tab. Select Customer Invoice Tracking . Click on an invoice to view the details. 💡 Easily download all or a selection of issued invoices with the Export button. From the invoice list, you can: Filter the list of orders Check order status Export all or part of the co
How do I delete my SY account?
Published March 27th, 2024 by Documentation Produits
In accordance with GDPR and the protection of user rights, you can request the deletion of your SY account by contacting customer support.
When submitting invoices, what is the "Reference" field?
Published March 28th, 2024 by Documentation Produits
The Reference field is an optional field that allows you to give a name to an invoice in order to identify it more easily during the processing process. 💡 Use a meaningful and unique value for each document.
Where can I view the dematerialization methods chosen by my client?
Published July 31st, 2025 by Documentation Produits
To view the dematerialization methods chosen by your client: Click on the Customers tab. Select the relevant customer. See the Accepted dematerialization methods section. 💡 If your customer accepts several methods of dematerialization, you will be asked to choose a method when you first submit your invoice.
How to declare the cancellation of a collection on an invoice?
Published July 24th, 2025 by Documentation Produits
It may be necessary to cancel the collection on an invoice, following a reconciliation error or fraudulent payment. To do this: 1. Click Customer Invoices > Customer Invoice Tracking . The invoice tracking screen appears. 2. Select the invoice in question, click on the three small dots at the end of the line, then click on Cancel a collection. 3.
The company manager on SY is leaving the company. How do I assign this profile to another user?
Published July 28th, 2025 by Documentation Produits
Any user account with the Manager profile can assign profiles to other users. The manager can then assign this profile to another user before their departure, otherwise, contact Cegedim to make the change. ⚠️ Don't forget to ask Cegedim to delete any user accounts of people permanently leaving the company, in order to close their access to the SY po
As a guest, can I send my invoices to my client by email?
Published July 8th, 2025 by Documentation Produits
If a client allows it, you have the option to send them your invoices and their attachments directly by email, without logging into the SY portal. To do this, you must choose a sending email address. This can be: At the address associated with the account of a SY portal user who is part of your company; To the address associated with your billing sy
What are the different user profiles? (guest accounts)
Published August 13th, 2025 by Documentation Produits
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company. For guest accounts, three
Where can I view the invoice transmission methods chosen by my client?
Published July 31st, 2025 by Documentation Produits
To view the invoice transmission methods chosen by your customer: Click on the Customers tab. Select the relevant customer. See the Possible Transmission Modes section. 💡 Sending invoices by email is only possible for suppliers whose customer has activated the option.
How do I create my company's establishments?
Published July 8th, 2025 by Documentation Produits
In the SY portal, an establishment is a structure that is legally (with a SIREN number) and financially dependent on a company. Therefore, if your company has several establishments that manage their invoicing independently, in the portal, you can restrict the processing of invoices from each establishment to authorized users only. The creation of e
What do the Supplier Invoice indicators correspond to?
Published July 7th, 2025 by Documentation Produits
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
What do the different user profiles correspond to?
Published August 13th, 2025 by Documentation Produits
Each user can be assigned permissions to secure access and actions on invoices issued or received from the SY portal. These permissions, called profiles, correspond to the actions that the user can perform within the invoicing scope for which they are responsible and vary depending on the features enabled for your company. Only one profile is availa
What is PO FLIP?
Published March 28th, 2024 by Documentation Produits
The term PO FLIP (Purchase Order Flip) refers to generating an invoice from a received order. POFLIP allows for simplified invoice entry since certain fields will be automatically filled in from the order, such as the order number or information concerning the items ordered.
How to declare a collection on an invoice?
Published July 24th, 2025 by Documentation Produits
You have the option of declaring a total or partial collection on an issued invoice: Click on the Customer Invoices tab. Select Customer Invoice Tracking . Open the relevant invoice. At the very bottom, tap Report a Collection . Enter the amount collected (total or partial). Indicate the collection date. Press Validate . The functional stat
How do I add the "resolved" note to the "Rejected" invoice status?
Published July 8th, 2025 by Documentation Produits
An invoice with a Rejected status is an invoice that could not be dematerialized because the data reading failed.After correcting the error, you can add “resolved” to the invoice status. From the invoice list, check the box on the line of the invoice in question. Click the three dots icon to the right of the line. Select Mark as resolved . The funct
How do I access my supplier invoices?
Published July 31st, 2025 by Documentation Produits
To access the list of invoices received from suppliers: Click on the Supplier Invoices tab. Select Supplier Invoice Tracking . Click on an invoice to view the details. 💡 Easily download all or a selection of issued invoices with the Export button. From the invoice list, you can: Filter the list of orders Check order status Export all or part of th
Why can't I send invoices to my client?
Published July 23rd, 2025 by Documentation Produits
Before you can send invoices to your customer, they must select the electronic invoice delivery method they accept on the portal. You can then submit invoices in the authorized format(s).
What do the Customer Invoices indicators correspond to?
Published March 28th, 2024 by Documentation Produits
The display of certain indicators varies depending on: ● whether or not the company is a member of the SY network (member or guest) ● the activation of certain functionalities (for example, order management or validation workflow) ● of the user profile ⚠️ The data displayed by the indicators is based only on the companies/establishments to which the
Load More