E-mail Customer Invoice
Explanation
Use this activity to e-mail general customer invoices and credit notes to
the customer. The invoice will be attached to the e-mail as a Portable Document
Format (PDF) file. You cannot modify the customer invoice after the invoice
has been e-mailed.
Prerequisites
This activity has the following prerequisites.
- IFS/Print Server and IFS/Connect has to be installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- In Customer/Address/General Address Info
tab the Comm Method should be set to E-mail and the receiver's
e-mail address must be specified under the Value for the respective
customer name. The same customer name should be given as the Customer
Contact in the Customer/Address/Order Address
Info tab.
- A value in the Reference field must have been entered in the
Customer Invoice header. (This may be retrieved from the customer
order header or from the invoicing customer, if the invoicing customer is
different from the ordering customer.
Note 1: If the contact
is obtained from the invoicing customer, the default value in the
Address/Order Address Info tab in the Customer window
is retrieved.
Note 2: If a collective invoice is created, a reference
will not exist).
- The customer invoice should have been created.
- The Method Default option pertaining to the INVOIC message
type on the Customer/Message
Setup tab should be disabled. (Note: only applicable if INVOIC
message is added, the INVOIC message itself is not needed for E-mail functionality).
- The Invoice option in the Customer/Order/Misc Customer
Info tab should be enabled.
System Effects
- The invoice is e-mailed to the specified customer using IFS/Connect
and the rules specified for the event PDF_REPORT_CREATED.
- Postings are created.
- If the Set Invoice Date to Current Date When Printing Outgoing Invoices
option on the Company/ Invoice/ General
tab had been enabled, the invoice date will be set to the date
(i.e., system date) on which the invoice is mailed as an instant invoice.
- If the Print Advance Payments Information on Customer Invoice
option in the Company/Invoice/General
tab is enabled, the information regarding advance payments and
other order invoices will be included in the PDF file. However, this only
concerns the PDF file, and the calculation of the amount to be paid is still
carried out with regard to the advance payments and other order invoices
that are related to the current invoice.
- Modifying the customer invoice will no longer be possible.
- The detailed annexure titled “Rental Invoice Details for Serialized
Parts” will be sent via e-mails to the specified customer along with the
Invoice. This annexure contains information about each consolidated line
within the respective customer invoice, specifically when the customer
invoice lines are consolidated for rental lines for serialized parts.