To email a Sales Order form to a Customer, select the "E-mail Sales Order Form" option. The following screen will appear:
When emailing a Sales Order to a Customer, you are presented with the following options:
- Sales Order #
Enter the Sales Order Number of the Sales Order you want to schedule for email delivery.
Note
Customers are set up to receive email deliveries of information using the "S/O EDI" (Electronic Data Interchange) tab on the Customer master.
- Report Name
Specify the Order Form you want to email to the Customer.
- From
The default address appearing in the "From" field will automatically be pre-populated with the email address of the user who is currently logged in to the application. User email addresses are stored with user records at the system level. You may change the address in this field manually at run time.
- Send To
If the Customer associated with the selected Sales Order has been set up to receive email, then the default email address for that Customer will be automatically pre-populated here. Because this is an editable field, you may change the email address.
- Cc
If EDI is set up for the Customer, then the default carbon copy (i.e., Cc:) line found on the Customer master will be automatically pre-populated here. Because this is an editable field, you may also modify the Cc: line.
- Subject
If EDI is set up for the Customer, then the default subject line found on the Customer master will be automatically pre-populated here. Because this is an editable field, you may modify the subject line.
- Filename
If EDI is set up for the Customer, then the default filename found on the Customer master will be automatically pre-populated here. Because this is an editable field, you may modify the filename line. XML tags may be used in this field to dynamically generate filename text. In the example shown in the screenshot above, the filename will include the Document Type (i.e., Sales Order) and the Document Number (i.e., Sales Order Number).
- Email Body
If EDI is set up for the Customer, then the default email body found on the Customer master will be automatically pre-populated here. This is a scrolling text field with word-wrapping. You may edit the default email body.
- Send Email as HTML
Select if you want the body of the Email to be sent as HTML. If not selected, the Email will be sent as plain text.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without scheduling a Sales Order for email delivery, returning you to the application desktop.
- SUBMIT
Select to submit requested action to the Batch Manager for processing.