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:
- 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.
- 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 |