You have a couple of options when managing your output rules and emails. You can set both up and the first will be your default and the second will take precedence where applicable.
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You can set output rules by Document (Attachment for Document Output Settings)
- Go to Application and User Management > Input and Output Management View > Output Channel Selection Subview
- You then select a document that you would like to set the rules for by clicking on the drop-down. If you don't see the document that you're looking for, it may not be in scope and you'll need to add it in the Business Config WoC.
- Most Documents you will have the choice between Email, Fax, and Printer; however, some (like a Delivery Note) restrict you to only one option of Printer
- You will then add the parameters of the rule and save
- You may add more than one rule where applicable
- If both rules are relevant the first one listed takes priority in an output situation
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You may set Customer specific output rules. These rules will override the default rules put in place above where applicable. (Attachments for Account Output Settings)
- Go to Account Management WoC > Accounts View
- Identify an account and 'Edit' Communication
- Navigate to the Communication Tab > Collaboration Subtab
- You can set one rule that applies to all documents for that Account by selecting the 'Use for All Business Documents' checkbox, and select the preferred Output
- You may also define output rules for each document independently for that Account only (refer to attachment 2)
For further help you can always use the Help Center Documentation
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