Perform Batch Faxing

 

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Fax Multiple Forms in Batches

Expand/Collapse item  Overview

Use this procedure to fax multiple forms in batches. Batch faxing is performed just as printing batches, except you use a fax-enable form code and print to a fax printer.

Expand/Collapse item  Before You Begin

  • Forms to include in batch fax must already be determined during data entry.

  • Verify which form codes are set up for batch faxing.

 

Use one of the following methods to perform batch faxing:

 

To fax Accounts Receivable, Return Merchandise Authorization, and Sales Order forms in batches

  1. Access the applicable form-printing window. For example, access the Sales Order Printing window to fax sales orders or the Picking Sheet Printing window to fax picking sheets to customers.

  2. In the Form Code field, select the form code set up for batch faxing. The fax printer defaults to the Printer/Output field.

  3. Enter the applicable fields, and then click Print.

  4. In the Print Batch window, select the Print check box for each batch to fax, and then click Proceed. For more information, see Print Batch - Fields.

The forms are faxed. Refer to the Microsoft Fax Console or the WinFax log to verify that the faxes are sent successfully. For more information, refer to the Microsoft Fax Console Help system or WinFax Pro User's Guide.

Note If you are using the Microsoft Fax Services printer, the faxed document appears in PDF format.

 

To fax purchase orders in batches

  1. Select Purchase Order Main menu > Purchase Order Printing.

  2. In the Order Form Code field, enter the purchase order form code set up for batch faxing. For more information, see Purchase Order Printing (Graphical) - Fields.

  3. Enter the remaining fields as applicable, and then click Printer Setup.

  4. In the Print window, select the Microsoft Fax Services or WinFax printer, and then click Print.

  5. In the Purchase Order Printing window, click Print.

  6. In the Proceed with Purchase Order Printing dialog box, click OK.

The purchase orders are faxed. Refer to the Microsoft Fax Console or WinFax log to verify that the faxes are sent successfully. For more information, refer to the Microsoft Fax Console Help system or WinFax Pro User's Guide.

Note If you are using the Microsoft Fax Services printer, the faxed document appears in PDF format.