Email output

You can automatically email report output to your customer, ship to, vendor, and ship from contacts. To set up this feature, specify these values on the entity records:

  1. Specify an email address on the General tab of the record.

    You can also specify email addresses on the contact records that you set up in the Contacts context application.

  2. Select email as the default method to send the document on the eCommerce tab of the record.

After setup is complete, these settings determine if report output is automatically emailed:

  • Yes must be selected for the Print to Email-Fax Where Appropriate on reports.
  • The Use Where Appropriate option must be selected when you print on demand in Sales Order Entry and Purchase Order Entry

You must also verify that a valid printer is specified on the Information page for reports. This feature does not work if you select a fax or email as the print type.

This table shows the report output that you can automatically email to your customer, ship to, vendor, and ship from contacts:

Report Setup function Document Send Type
Customer Entry Statement Print Report Customer Setup Statements
BP Processing Bid Proposal Print Report

Customer Setup

Customer Ship To Setup

Proposal
BP Processing Vendor Quote Request Print Report

Customer Setup

Customer Ship To Setup

Quotes
JM Entry Processing Customer Quote Report

Customer Setup

Customer Ship To Setup

Acknowledgments
JM Entry Processing Vendor Quote Report

Vendor Setup

Vendor Ship From Setup

Quotes
Sales Entry Processing Acknowledgements Report

Customer Setup

Customer Ship To Setup

Acknowledgments
Sales Entry Invoice Processing Report

Customer Setup

Customer Ship To Setup

Invoices
Sales Demand Invoices Report

Customer Setup

Customer Ship To Setup

Invoices
Sales Consolidated Invoice Report

Customer Setup

Customer Ship To Setup

Invoices
Purchase Entry Processing Print POs Report

Vendor Setup

Vendor Ship From Setup

Purchase Order