OE Email Confirmations

Navigator > Reports > Order Entry > Email Confirmations

You can batch email confirmations from Orders. Confirmations can be emailed individually from Enter Sales Orders. Batch emailing applies only to orders with un-generated invoices. Historic orders cannot be batch emailed. To email a confirmation for a Historic order, go to the OE Sales Order List, open the Order, then click Print Confirmation.

When an Order is emailed as a confirmation, its print status changes to "Confirmed" from "Unprinted". For batch emailing, by default, orders are printed by Packing Slip number, followed by orders for which packing slip numbers have not been allocated, then by Customer code. Orders that have not been allocated a packing slip number will be allocated the next available computer generated number, prior to printing. Options on the selection screen depend on if you are printing individually or in a batch, see Report Selections Form.

Once a Confirmation has been emailed, the Packing Slip (P/Slip) Number and Customer Code on the Order cannot be changed unless OE Settings allow.

Confirmation email is only generated for customers with a packing slip email address. If Email Contact is selected on the Order, the contact email address is used. An email is created with the confirmation attached.

Selections tab

Options depend on individual or batch, and if the order has been printed previously, see Report Selections Form.

Format

The format for the attachment.

Adobe PDF	PDF file (that is, a file viewed using Adobe View Saved Report on the Reports tab or Adobe Reader).
CSV File	Fields on each line are separated by a comma.
Tab Delimited File	Fields are separated by the Tab character.
Quoted CSV File	All string fields are enclosed in double quote marks (" ").
Excel XLSX File	Excel XLSX file.

Column and row positions for formats other than pdf are specified explicitly in the Confirmation document design.

Report File Name

Specifies the file that defines the Confirmation layout.

Set a default report file name from Navigator > Setup > Company > Reporting > Document Defaults.

Click Open In Designer to open the selected file in the OE Packing Slip Designer.

Customer - From / To

Select a customer or a range of customers to email confirmations for.

Date - From / To

Select range of order dates to email confirmations for.

Print For

Determines the orders and order lines to include. The default value is set in Settings.

Full Orders	Include orders when all items for the Order have been supplied in full.
Full Lines	Include only Order lines that have been supplied in full. An Order is included if at least one line has been supplied in full.
All Lines	Include all orders and Order lines, irrespective of whether lines have been supplied in full.

See also Settings for an option to print only supplied lines.

Print Status

Select orders based on print status, defaults to Unprinted.

Up to Period

Select the period to email orders up to.

Branch

Select the Branch. Clear, Confirmations will be emailed for all. (Accredo Saturn Only)

Attach Links

Selected, files linked to the document will be attached.

Use SMTP Mailing

This defaults from the User Email settings.

Selected, use SMTP to send email from Accredo. The SMTP message defaults will be used. Setup a Company and User defaults for SMTP mailing.

Clear, use MAPI (default) to send email from Accredo.

Log SMTP Session

If errors occur using SMTP mailing you can log the conversation with the SMTP Server. After sending the log is opened and can be printed to give to whoever configures the SMTP Server. Show SMTP log is not saved with the User settings, it is available for the duration of Email Invoices only.

Request Read Receipt

You can request notification when an email message is opened by it's recipient.

Consolidate Emails On

Select from:

None - Emails are not consolidated.
Email - One email will be sent per email address. If there is more than one confirmation, each will be a separate attachment.
Customer and Email - One email will be sent per email address per Customer Code. If there is more than one confirmation, each will be a separate attachment.

The default value is set in OE Settings Misc tab.

Consolidate Attachments

Selected, one attachment if produced for all confirmations on an email.

Trigger Mail Events

Selected, when Batch Emails are sent, the Mailer Before and After Send events for emails will be triggered for each email.

Note: If emails are consolidated for documents, the Account File and Account Code of first document will be used for the email.

Unselected, events for Batch Emails will not be triggered.

The default value is set in Trigger Mail Events for Batch Emails.

HTML Email Editor tab

See Email Editor.

The email template specified in Document Defaults is loaded.

You can create email templates in the OE Packing Slip/Confirmation Email Designer.

Attachments tab

You can add one or more attachments to be emailed with each email.

In This Section

OE Email Confirmations Results