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

1. Open the Customer Order window, and query for the required customer order.
2. Right-click  the header and click E-mail Pro Forma Invoice.
3. Click OK in the message that appears to confirm e-mailing of the pro forma invoice.
4. The E-mail Pro Forma Invoice dialog box will open.
5. Modify the e-mail address, if required, and click OK.