Setting up email output for customers and ship tos

Use these instructions to set up default email recipients of acknowledgments, invoices, statements, and propsals for customers and ship tos. The documents are automatically emailed if they are enabled to print "where appropriate" on reports or when you print on demand.

The email addresses that are available are from the customer and ship to contact records that are set up in the Contacts context application. The default email address is from the General tab on the customer or ship to record.

  1. Select Customer > Setup > Customer.
  2. Open the customer record, and then click the eCommerce tab.
  3. Click Edit.
  4. In the Document Send Types section, select Email in the Acknowledgements (EDI 855) field.
  5. Select the appropriate email addresses, and then click Save.
  6. Repeat the previous steps to specify email recipients for invoices and statements.
  7. If the document for the associated ship tos are emailed to the customer, select Update Ship To to update the ship to records.
  8. Click Save.
  9. Select Customer > Setup > Ship To.
  10. Open the ship to record, and then click the eCommerce tab.
  11. Click Edit.
  12. In the Document Send Types section, select Customer or Ship To option in the Acknowledgement Send To field.
  13. Select Email in the Acknowledgements (EDI 855) field.
  14. Select the appropriate email addresses, and then click Save.
  15. Repeat the previous steps to specify email recipients for invoices and statements.
  16. Click Save.
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