Document Type
Select the type of document to define a default message for.
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Select Customer Forms to define a default message for Accounts Receivable invoices, statements, Job Cost invoices, Sales Order invoices, sales orders, and/or customer RMAs.
Note Job Cost invoices are not available for Sage 100 Premium.
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Select Vendor Forms to define a default message for purchase orders, return orders, and Accounts Payable checks (which includes extended stubs and/or electronic payment remittance advices if applicable).
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Select Employee Forms to define a default message for direct deposit stubs.
Note Employee forms are not available for Sage 100 Premium.
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Select Reports to define a default message for reports.
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Select Journals and Registers to define a default message for journals and/or registers.
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Select Period End Reports to define a default message for period-end reports.
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Select All to define a default message for all document types.
Company Code
Enter the company code to define a default message for, or click the Lookup button to view all companies. Type ALL to define a default message for all companies.
Module Code
Enter the module code to define a default message for, or click the Lookup button to view all modules set up for the company entered in the Company Code field. Type ALL to define a message for all modules in the selected company. If All is selected in the Document Type field, this field displays ALL and can only be viewed.
Document
Select the document to define a default message for. This field displays all documents for the document type, company, and module selected. Select All Documents to define a default message for all documents of the document type, company, and module selected. If you select ALL in the Module Code field and then select a document for a specific module, the Module Code selection will be changed to reflect that specific module.
Subject
Type the subject line for the message. You can insert a merge field at the location of your cursor by selecting the appropriate merge field. When the message is sent, the merge field is converted to the corresponding value.
Insert Merge Field
Select a merge field to insert at the location of your cursor. Merge fields can be inserted in the subject line or in the message text. When the message is sent, the merge field is converted to the corresponding value. You can insert multiple merge fields in the subject and body of the message. This field is available only if a document type other than All is selected in the Document Type field.
You can also manually type in merge fields in the message and subject line, using the format <xxx>. It is important to only type merge fields that apply to the document you are sending. For example, the <DocumentNo> merge field applies only to certain documents. If this merge field is inserted for a document such as a statement that does not have a document number, the merge field is not converted to a value when the e-mail is sent. For more information, see Paperless Office Merge Fields.
Example - Inserting a merge field
To define a message for a group of invoices that automatically inserts the invoice type and invoice date into the subject line, you could insert merge fields similar to the following:
Attached is your <InvoiceType> dated <DocumentDate>.
In the subject line of the actual e-mail, this would appear as the following:
Attached is your Credit Memo dated 5/31/2010.
Message
Type the message for the e-mail or fax. You can insert a merge field at the location of your cursor by selecting the appropriate merge field. When the message is sent, the merge field is converted to the corresponding value.
For more information, see Create a Default Message for Sending PDF Documents.
Electronic Delivery Message Maintenance
