Edit E-Mail Settings

Use the System Settings screen to edit the systems Mail Server configurations. This function is used for the emailing of Reports, Requisitions, and other functions.
Note: The Scheduler Service must also be installed on the application server for emailing to work. 

Pre-Requisites

1. None

EMAILS from Outlook 365

1. Make sure the clientsetting table is setup to send emails.

Master – Administration – System Settings – E-mail tab

Open

       2.  Make sure Scheduler Service is running – Navigation:  windows – type in services

Open

      3.  Set up your Email Templates as needed.

          Master – Miscellaneous – E-Mail Templates

Set up the email address in the E-Documents selection of the Customer Master (for Orders, Logistics, Receivable type reporting)

Bring up your customer in the Customer Master, click on the Profile drop down and select E-Documents.

If you do not check the E-Documents selection – the user will be prompted to enter the email address to send the document to, each time the document is selected.

When you generate the report that you wish to email, you will see the following prompt in the example below:

Hit the Email button and the following will display (pulled from the Email Template)

If you are wanting to email from Purchasing related documents you will enter the email address as follows:

Bring up the Vendor Master.

Vendor must be defined as a Supplier.

Then you will need to establish the email address for each Contact.

Select Define and Contact.

Establish the email address for the contact, and be certain you click the Appear on PO check box. 

Click Save and Close.

It will return you to the Vendor Master screen.

Click in the Define drop down and select E-Document.

If you do not check the E-Documents selection – the user will be prompted to enter the email address to send the document to, each time the document is selected.

When you generate the report that you wish to email, you will see the following prompt in the example below:

Hit the Email button and the following will display (pulled from the Email Template)

 By default the scheduled task is disabled. Update the Schedule tables bit for "IsDisabled" to false as soon as you want the task to become active. You may need to restart the scheduler for this task to be picked up.