1262 Document delivery method

If the selected document output is 'Email', you can use the Email tab to enter all data required for sending the email. Enter the sender and the intended recipients, based on their position and the contents of the email.

The email addresses of the recipients you have selected or entered manually are displayed on the Send documents form in the same way as they are inserted into the email: the main recipient is in the 'To' field, and the other recipients who should receive a copy of the email are in the 'CC' or 'BCC' field.

Customer/supplier contact: If you select this check box, the email address of the customer's or supplier's contact is added to the list of recipients. The entity for which the email is composed determines which contact will be used. If the entity is a sales order, for example, then the sales order contact will be the contact. If no contact is specified, the company's email address is used.
Invoice address contact: The email address of the contact specified in the invoice address is added to the list of recipients. If no contact is specified, then either the email address linked to the invoice address or the company's email address will be used. Some of the entities for the communication of documents do not have an invoice address. In these cases no email address will be inserted.
Delivery address contact: The contact's email address specified in the delivery address is added to the list of recipients. If no contact is specified, then either the email address linked to the delivery address or the company's email address will be used. Some of the entities for the communication of documents do not have a delivery address. In these cases no email address will be inserted.
Sales/purchase employee: If you select this check box, the email address of the sales employee is added to the list of default recipients for sales documents, and the email address of the purchase employee is added to the list of default recipients for purchase documents.
Person responsible: If a person responsible is available for the entity for which documents will be sent, the email address of that person will be added to the list of recipients.
User: If you select this check box, the user's email address is added to the list of recipients. The email address is the email address of the employee linked to the logged in user.

In the Sender section, specify the default sender of the email to be sent. You can change this value on the Send documents form. You can choose from:

None: If you select this check box, no default sender is suggested. The user executing the Send documents process must manually enter the sender's email address.
Default email address: Enter an email address that is used regularly. For example, if the department's email address is usually used as the sender for sales offers, enter the department's email address.
Email address of sales/purchase employee: If you select this check box, the sales employee is the default sender for sales documents, and the purchase employee is the default sender for purchase documents.
Email address of person responsible: A sales offer or sales order may have a person responsible. The person responsible is used as the sender in the following cases: for sales offers if a person responsible has been assigned to them, and for sales orders if a person responsible has been assigned to the order confirmation or the sales invoice. If no person responsible has been filled in, no default sender will be suggested.
User's email address: If you select this check box, the email address of the user executing the process will be suggested for the Send documents process.

Use the Subject and Text fields to select predefined text. These texts are suggested on the Send documents form as the subject and body of the email to be sent. You can still change the text there if required.

Tip: You can personalize the subject and the body by using placeholders in the template text. For example, you can include the name of the recipient and the order code in the email body.

Note: Use texts with the text format 'HTML' or 'Plaint text'. The text format 'RTF' is used for texts used on the Texts tab or the Memo tab.

If available, the text in the customer's language is used for sales documents, and the text in the supplier's language is used for purchase documents. If this text is not available, the text in the default language will be used. If that is not available either, the 'Contents' field will be empty and no standard text will be included in the email.

You can manually enter text for the email.

1262 Document delivery method – Email