Send emails in ERP now compatible with Office 365.
EMAILS from Outlook 365
- Make sure the clientsetting table is setup to send emails
Master – Administration – System Settings – E-mail tab
2. Make sure Scheduler Service is running – Navigation: windows – type in services
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)
If you would like to be upgraded to this version of Aeros LIVE or would like to receive training on this process, please contact the Support Department at Rcm.CustomerSupport@culturatech.com or 909.980.5338.