Manual emailing and printing

Some IDM documents are not automatically emailed and printed.

This table shows whether the function is supported. An X indicates that it is not:

Output document Manual emailing Manual printing Location
Award Details X ✓ Sourcing > Events > Event record
Bid Tabulation X ✓ Sourcing > Events > Event record
Billing Invoice ✓ ✓ Billing > Invoices > All > Billing Invoice record
Contract Addendum ✓ X Contracts > Contracts > Contract record > Contract tab > Contract Versions
Contract Document ✓ X Contracts > Contracts > Contract record
Contract Redline Document ✓ X Contracts > Contracts > Contract record
Customer Order ✓ ✓ Order Entry > Orders > Main > Orders > Customer Order record
Escheatment Notice ✓ ✓ Cash > Period End Close > Escheatment > IDM Escheatment Notice Results
Federal Financial Report ✓ ✓ Projects > Overview > Projects > Global Ledger > Finance Enterprise Group > Project Funding > External > Federal Grants > Federal Financial Reports tab
Intercompany Billing Invoice ✓ ✓ Intercompany Billing > Documents > Intercompany Billing document record
Kitchen Order ✓ X Kitchen Management > Orders > Kitchen Order record
Order Entry Acknowledgement ✓ ✓ Order Entry > Orders > Customer Order record
Payables Credit Memo/Chargeback ✓ ✓ Payables > Invoices > Payables Invoice record
Payables Debit Memo ✓ ✓ Payables > Invoices > Payables Invoice record
Payables Payment Output Check X ✓ Payables > Payments > Output Files tab
Payables Payment Output Remittance Advice ✓ ✓ Payables > Payments > Output Files tab
Payables Payment Output Wire Transfer X ✓ Payables > Payments > Output Files tab
Payment Receipt ✓ ✓ Receivables > Payments > Receivables Payment record
Project Invoice ✓ ✓ Projects > Project Contracts > Invoices tab
Project Invoice Reversal ✓ ✓ Projects > Project Contracts > Invoices tab
  • Receivable Invoice
  • Receivable Invoice Expanded
✓ ✓ Receivables > Invoices
Receiving Delivery and Putaway X ✓ Purchasing > Receiving
Recipe ✓ X Kitchen Management > Recipes > Recipe record
Sublease Billing Invoice ✓ ✓ Leases > Dashboard > Invoices > Sublease
US1099 Form ✓ ✓ Payables > Tax and Income > US 1099 > US 1099 IDM Output