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ii. Install MS Outlook Add-in
iii. Customer Card
New field | |
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Invoicing Email Recipient (200 char) |
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Fill up the information for default email recipients | |
Invoicing Email Contact (50 char.) |
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Fill up the information for default |
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salutation position in the email body. |
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Field Security User ID allowed to edit the field is control by coding in customer page. Technical Remarks: if CurrPage.Editable is FALSE for the USER ID. the user still not able to edit the fields. |
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Action menu |
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Action menu for Email Sales Documents added. User can find in Departments => Invoicing => Tasks User can use the standard function Add to Actions on Role Center Ribbon if needs. |
How to use the Send Email function
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6) Email Recipient to be receive the email
Case Example
# | Invoicing Process | Search Document | Result | Remarks |
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1 | DN => Invoice => Credit Memo | DN20121007 F21010128 CM21010197 | 3 PDF file for each document to be generated | Credit Memo get posted line to return System use the DN no. in credit memo to find related invoice |
2 | DN => Invoice => Credit Memo Invoice included multiple DN | 201005341 | In this case, total 13 PDF for related DN, CM and the invoice to be generated | Sales Invoice get line from multiple DN |
3 | Invoice => Credit Memo | 210112432 INC21010170 | When search by either Invoice or Credit Memo, only the PDF file is use for search to be generated | Credit Memo get line to return System is no information in Credit Memo to find the related Invoice. The invoice no. is not stored in credit memo |
3 | Invoice | 210112267 | 2 PDF file for the Invoice and Receipt to be generated | Print Receipt is selected in Sales Invoice |
4 | DN => Invoice | DN20050825 | *** | *** |
5 |