Configuring quotation and invoice specification print settings for external contacts

  1. Using M3, open COS100.
  2. Right-click an MCO and select Related Options > Documents.
  3. Create documents 310, 312, 380 and 381 with doc variant 07.
  4. In CRS945, define the payer for Doc no 310, 312, 380 and 381 with doc variant 07.
  5. Right-click the payer and select Related Options > Media.
  6. Specify MAIL as media and click the Create icon.
  7. In CRS949, provide the same Print Service ID you have specified in Defining settings for Output Service Selection with no existing user in the list.
  8. Specify this information:
    To email
    Specify the email address of the recipient.
    From email
    Specify the email address of the sender.
    Cpy to email
    Provide the email addresses of the other recipients.
    Subject
    Specify the subject of the email.
    Note
    Provide a short note about the email.
    Email text
    Provide the content of the email.
    Attached file
    Specify the file location of the file attachment.
    Archive
    Select this option to archive the email.
    Paper size
    Select the paper size that will used to find the correct layout in StreamServe™.
    You can select any of these options:
    • (blank): Automatically uses A4, the default StreamServe™ setting.
    • A4: A4 format is used.
    • LETTER: Letter format is used.
    Country
    Specify the country that is used to find the correct layout in the FOM server, such as country-specific invoices.
    Copy:
    Indicates if the previously printed documents need to be reprinted .
    These are the possible values:
    • 0: No, only documents not printed previously must be printed.
    • 1: Yes, only copies of previously printed documents must be printed.
    • 2: Both original documents and copies must be printed.
    Modification
    Indicate a modification. This field is used to find the correct layout in the output server, such as customer-specific layouts.
  9. Click Next.
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