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.