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
- 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 Information
tab, in the Communication Method section, 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/Sales
Address Information 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/Sales Address Information 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.
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.