Automatic emailing and printing
Automatic emailing and printing are used to automatically distribute the generated output documents created from IDM templates. To use these functions, each output document has a check box that you must select. Some programs require you to assign an IDM printer for automatic printing. For programs that cannot enable automatic printing, you must assign an IDM printer before running the batch program.
This table shows whether the function is supported. An X indicates that it is not:
| Output document | Automatic printing | Automatic emailing | Location |
|---|---|---|---|
| Advanced Dunning Letter | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| Basic Dunning Letter | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| Billing Invoice | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| Customer Order | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| EFT Notification Print | ✓ | ✓ | Automatic Printing: Receivables > Processing > Electronic Funds Transfer > Notification > Notification Print
Automatic Emailing: Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| Escheatment Notice | ✓ | ✓ | Automatic emailing: Cash > Administration > Setup > Cash Structure > Cash Codes > Cash Code > Document Templates tab
Automatic printing: Cash > Period End Close > Escheatment > Generate IDM Escheatment Notice |
| Intercompany Billing Invoice | ✓ | ✓ | Intercompany Billing > Administration > Groups > Intercompany Billing Groups > IDM Document Settings section |
| Invoice and Register Print | ✓ | ✓ | Billing > Processing > Maintenance And Close > Invoice and Register Print |
| Kitchen Order | ✓ | X | Kitchen Management > Orders > Main > IDM Options |
| Order Entry Acknowledgement | ✓ | ✓ | Receivables > Customers > Company Customer > Billing tab |
| Payables Credit Memo/Chargeback | ✓ | ✓ | Automatic Printing: Payables > Administration > Setup > Company Structure > Companies > Payables Company > Document Templates tab
Automatic Emailing: Payables > Vendors > Options > Invoice section |
| Payables Debit Memo | ✓ | ✓ | Automatic Printing: Payables > Administration > Setup > Company Structure > Companies > Payables Company > Document Templates tab
Automatic Emailing: Payables > Vendors > Options > Invoice section |
| Payables Payment Output Check | ✓ | ✓ | Cash > Administration > Setup > Payment > Cash Payment Formats |
| Payables Payment Output Remittance Advice | ✓ | ✓ | Cash > Administration > Setup > Payment > Cash Payment Formats > Remittance Options tab |
| Payables Payment Output Wire Transfer | ✓ | ✓ | Cash > Administration > Setup > Payment > Cash Payment Formats |
| Payment Receipt | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab |
| Payment Request Notice | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| Project Invoice | ✓ | ✓ | Projects > Create Projects > Projects > Project Structure
Projects > Project Contracts > Project Funding Sources tab |
| Project Invoice Reversal | ✓ | ✓ | Projects > Create Projects > Projects > Project Structure
Projects > Project Contracts > Project Funding Sources tab |
| Purchase Order | ✓ | ✓ | Application Administration > Supply Management > Purchasing > Purchasing > Purchasing Vendors > Main tab |
|
✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab
Note: Automatic emailing and printing in the interface program is not applicable to Receivable Invoice Expanded.
|
| Receivable Statement | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| Receiving Delivery And Putaway | ✓ | X | Purchasing > Receiving > Main > Other Processes > Receiving Delivery And Putaway |
| Recipe | ✓ | X | Kitchen Management > Recipes > Main > IDM Options |
| Requisition | ✓ | X | Requisition record: Requisitions > My Requisitions
Print Requisitions program: Requisitions > Processing > Processing > Print Requisitions |
| Sublease Billing Invoice | ✓ | ✓ | Receivables > Administration > Setup > Customer Codes > Company Customer > Main tab
Interface Program setup: Receivables > Interfaces > Interfaces > Customer Interface > Customer Maintenance > Company 2 tab |
| US1099 Form | ✓ | ✓ | Payables > Tax and Income > US 1099 > US 1099 IDM Output |
| Warehouse Bill of Lading | ✓ | X | Warehouse > Processing > Warehousing > Bill Of Lading > Print Bill Of Lading |
| Warehouse Packing List | ✓ | X | Warehouse > Processing > Warehousing > Processing > Print Packing Lists |
| Warehouse Pick List | ✓ | X | Warehouse > Processing > Warehousing > Processing > Print Pick Lists
Warehouse > Processing > Warehousing > Processing > NEW Print Pick Lists |
Invoice and register print
When you enable the Summarize Invoices By Customer flag, the Invoice Register document that is grouped by the customer is generated. This document is sent in an email along with its related Billing Invoice documents.
Payables payment output
To enable the email function, specify the email address of the sender. You can access the email address field in these locations:
- Cash Payment Format
- Pay Group
- Vendor Group
You can also specify the numbers of checks to bundle for printing using the Batch Print Count field in Cash Payment Format. You can specify any value, however, we recommend 100, the default. Checks that exceed in the configured Batch Print Count are moved to another batch.
US1099 form
Although US1099 forms support emailing, only Copies B and C can be emailed. Copy A is not available for emailing because Copy A should be physically mailed to Internal Revenue Service (IRS). Printing is supported for all copies.