Email Server Setup

• Ensure email server is configured in setup/security
• Test connection and send a test email to verify setup

Document Delivery Options

• Available for order acknowledgements, invoices, customer statements, and credit memos
• Setup required on customer master record
• Configure contact types and email preferences

Delivery Process

• Use delivery buttons in respective forms (e.g., ACK delivery, Invoice delivery)
• Select documents to send, configure email parameters
• System tracks sent items for invoices and acknowledgements

Invoice Delivery Scheduling

• Unique feature for invoices - can be scheduled automatically
• Set up recurring schedules for sending invoices

Report Scheduler (Reporter Queue)

• Schedule PDF reports created in the reporter
• Set up queues based on scheduling needs
• Configure recipients, message, and schedule for each report
• Options for immediate run or scheduled delivery

Email Events