Contact information on sales-related forms sent to IDM and third-party applications

If a contact is specified on a sales order, the contact's primary email address and contact phone number are included on these forms when they are sent to Infor Document Management or a third-party forms printing applications:

  • Acknowledgments
  • Delivery notes
  • Invoices
  • OE pick ticket/packing list
  • WT pick ticket/packing list

The contact's primary email address and primary phone number is set up in the Contacts context application. If a contact does not have a primary email address or primary phone number, then the first available email address or phone number for the contact is used.

The first available email address or phone number is the first value that is found in the corresponding system table. It may not be the first value that is listed on the Contacts record. For example, a contact's work number may be the listed first but the system table may be sorted in a manner that makes the contact's mobile number available before the work number.

The contact for an order is specified on the Customer Order Settings page in Sales Order Entry. You must use the Personalization feature to add the Contact field to the page.

The contact information is included in the header sections of the XML that is generated when Print Format 4 is selected in SA Administrator Options-Documents-Sales Orders for each form.