E-mail Order Confirmation
Explanation
This activity is used to e-mail a customer order as an order confirmation to the customer. The order
confirmation will be attached to the e-mail as a Portable Document Format (PDF) file. An order confirmation can be
e-mailed for an order which is not canceled or blocked.
Prerequisites
This activity has the following prerequisites.
- IFS/Print Server and IFS/Connect have to be 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/Sales Address Information tab.
- A value in the Reference field must have been entered in the Customer Order/Order
Details tab. 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 customer order should be in Planned, Released, Reserved, Picked, Partially Delivered, Delivered or
Invoiced/Closed status.
- The Email Order Confirmation option in the Customer/Sales/Sales tab should be
selected.
- If Line Level confirmation is allowed on Site/Sales and
Procurement/Sales tab, correct confirmation status must be set on customer order lines and rental
order lines before sharing.
System Effects
- Order Confirmation option on Customer Order/Order Details tab will
set to Yes.
- When Customer Order Confirmation is set to Order Level on
Site page, upon emailing order confirmation, Confirmed option on all
customer order lines will set to Yes.
- After emailing the report, if confirmation is removed from a confirmed customer order line or if a not
confirmed customer order line is set to confirmed, Order Confirmation option on
header level will set to No automatically.
- Similarly, after emailing the report, if confirmation is removed from a confirmed rental order line or if a
not confirmed rental order line is set to confirmed, Order Confirmation option
on header level will set to No automatically.
- Confirmation status and promised delivery date on customer order line will be available on order confirmation
report.