Paperless Office Delivery Options (Customer / Vendor Maintenance)

 

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Set Up Paperless Office

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

Customer Maintenance

Form Types in Paperless Office

Vendor Maintenance

Paperless Office Options

Form Maintenance

 

 

 

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Access this window using one of the following methods:

The Paperless button is available only if the Forms check box is selected in Paperless Office Options, and one or more customer or vendor forms are set up in Paperless Office Form Maintenance for the current company (or all companies).

Overview

Use Paperless Office Delivery Options to enable and define Paperless Office delivery options for the selected customer or vendor. You can define whether to print, e-mail, and/or fax forms in PDF format.

For customers, you can define options for invoices, statements, sales orders, and RMAs.

For vendors, you can define options for checks, purchase orders, and return orders.

When you enable the e-mail or fax functionality for a particular form, you can then define the default e-mail or fax recipients of that form.

Fields

 

Customer No.

Document

Vendor No.

 

 

 

1. Main

 

Print

Fax

E-mail

Password

 

 

2. E-mail

 

Use E-mail Address in Data Entry

Use Customer E-mail Address

Contact Code

To Additional E-mail Addresses

 

 

3. Fax

 

Use Fax Number in Data Entry

Contact Code

Use Customer Fax Number

To Additional Fax Numbers