E-mail Pro Forma Invoice
Explanation
This activity is used to e-mail a pro forma invoice to a
customer as an attached Portable Document Format (PDF) file. A pro forma invoice is always generated per order
and the layout is the same as the layout for a normal invoice. The total amount
can be zero (0) for a pro forma invoice.
Prerequisites
This activity has the following prerequisites.
- IFS/Print Server and IFS/Connect should have been installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- On
the Customer/Address/General Address Info tab, in the Comm.
Method area, the communication method should be set to E-mail and the receiver's e-mail address must be
specified in the Value field for the respective customer name.
The same customer name should be given in the Customer Contact field
of the
Customer/Address/Order Address Info tab.
- A value in the Reference field must have been entered in the
Customer Order header. If a valid customer contact exists in the
Customer/Address/Order Address Info tab, then that value will
automatically be set as the reference value, and be used as the e-mail
address of the receiver.
- The pro forma invoice must be in Planned, Released, Reserved, Picked,
Partially Delivered, Delivered or Blocked status.
- The Pro Forma Invoice check box in the Customer/Order/Misc Customer Info tab should be selected.
System Effects
The pro forma invoice is e-mailed to the specified customer, using
IFS/Connect and the rules specified for the event PDF_REPORT_CREATED.
Window
Customer Order
Related Window Descriptions
Customer Order
E-mail Pro Forma Invoice
Procedure
- Open the Customer Order window, and query for the required customer order.
- Right-click the header and click E-mail Pro Forma Invoice.
- Click OK in the message that appears to confirm e-mailing of the
pro forma invoice.
- The E-mail Pro Forma Invoice dialog box will open.
- Modify the e-mail address, if required, and click OK.