Send service order via email, print, mailprint set up

Owned by Hauke Gulich
Last updated: Mar 14, 2024 by Bärbel Neitzel
3 min read

 

Contents

 

Function in the order

COMPANY → SERVICES

Settings for print and mail in additional service order

For each branch and mode with the related sector and service type, one or more reports can additionally be specified, which are proposed for the preparation of the documents.

Select the Report ID and a mark.
→ The report search field only displays TP2 reports.

The mark determines the report that is used when sending for the first time (new order), updating or canceling.

You can also deposit a text module per report.
→ For this feature text modules must have the type = Mail Signature!

The field Form selection has recently been added.

  • If this checkbox is activated and if the system is able to identify multiple documents in combination, a selection mask for reports opens.

  • If this checkbox is not activated, all reports that the system is able to identify in combination are automatically added to the email or printed immediately.

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ADDRESSES → Partner tab → Mailing sub tab

For every partner you are able to select the mode, sector, branch, main and sub department as well as the service type in which this partner will pre suggested as the email contact person.

Enter one or more lines.

A mask to select the partner opens upon sending.

  • This mask will suggest all partners if you have not made any restrictions.

  • If only one partner is recorded or if this combination produces only one partner, the email address is pre-assigned without prior search for reports.

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ADDRESSES → Address tab → EDI references sub tab

Per address used as service provider you can use one of the following references for qualifier TPKPF:

MAIL

When sending, the system generates an email with the document attached.

  • If the report selection only results in one possible match, this report is generated automatically.

  • If there are multiple reports in combination that are possible matches, a mask to select one of the reports opens (form selection = J).

PRINT

When sending, the system starts the print.

  • If the report selection only results in one possible match, this report is printed automatically (form selection = J).

MAILPRIN

When sending, the system generates an email with the document attached and starts the print.

ADMIN → EDI → EDI PARTNER

EDI partners MAIL, PRINT and MAILPRIN must be recorded.

ADMIN → EDI → EDI PARTNER → General tab

Settings for print and mail in a service order

It is possible to perform both steps - sending the order and printing/mailing the transport documents - in one sending process.

Whether the transport documents are to be printed and/or emailed when the order is sent is set in the EDI Partner on the General tab → Additional print/mail field.

If this field is empty, the process remains as mentioned above in Settings for print/mail in additional service order.