Document delivery method

Use the Delivery method form to configure settings for the automatic delivery of documents. These documents could be reports, but if you are using Supply Chain Integration, they can also include electronic XML messages.

The delivery methods you define can be selected whenever you set up external document delivery:

Default values for customers and suppliers: For each document type, specify the default delivery method that should, in general, be used for all your customers or suppliers.
Customers and Suppliers form: Initially, the delivery method for every new customer or supplier is the general delivery method configured in the default settings. You can use the default setting or use another value.
Send documents: Specify the actual delivery method for the documents. You can use the predefined settings to send documents quickly, or you can choose other settings.

Report delivery method

The report delivery method allows you to specify whether a report should be sent by post or by email. To send the report by email, specify the sender and recipients, enter the email contents, and specify any documents to be attached.

Repeatedly composing email messages, entering recipients and looking up documents to be included is time-consuming and error-prone. If you choose to automate the communication of documents, you set the default communication method for individual customers or suppliers just once. Once you have done that, all you have to do is execute the Send documents process to create the email or printout. You can execute the process as a multiselect process. For example, if on the Sales offers form you select multiple sales offers and then start the process, all selected sales offers will be printed or sent based on the delivery method you defined.

Electronic message delivery method

If you want to use Supply Chain Integration to send electronic messages, define the delivery method for each document type. The process is similar to the process used for reports: the general settings are defined as default values in the General Settings module, and the alternative delivery methods are defined in the relevant customer or supplier settings. You can specify that you want to send the message as an attachment to the email (as an XML file, accompanied by a PDF file, if required), or you can select the delivery method 'SCSN', which will send the messages automatically via a dedicated web interface used for Supply Chain Integration.

Delivery method for signed service tasks

A simplified version of the document delivery feature is used to send signed service tasks.See this section for information about defining the delivery method for signed service tasks.