E-mail Order Confirmation

Explanation

This activity is used to e-mail a customer order as an order confirmation to the customer. The order confirmation will be attached to the e-mail as a Portable Document Format (PDF) file. An order confirmation can be e-mailed for an order which is not canceled or blocked.

Prerequisites

This activity has the following prerequisites.

• IFS/Print Server and IFS/Connect have to be 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 customer order should be in Planned, Released, Reserved, Picked, Partially Delivered, Delivered or Invoiced/Closed status.
• The Order Confirmation check box in the Customer/Order/Misc Customer Info tab should be selected.

System Effects

The customer order confirmation is e-mailed to the specified customer using IFS/Connect and the rules specified for the event PDF_REPORT_CREATED.

Window

Customer Order
Quick Order Flow Handling
 

Related Window Descriptions

Customer Order
Quick Order Flow Handling
E-mail Order Confirmation

Procedure

1. Open the Customer Order or the Quick Order Flow Handling window, and query for the required customer order.
2. Right-click the header and click E-mail Order Confirmation. In the Quick Order Flow Handling you have to select the required line, right-click and then click E-mail Order Confirmation.
3. In the E-mail Order Confirmation dialog box that opens, modify the e-mail address, if required, and click OK.