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.