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 Overview

This procedure describes how to fax a report from the software using the fax driver you have installed. You can also send faxes using the Paperless Office functionality, which allows you to define specific options for saving, viewing, e-mailing, and faxing reports as PDF documents. For more information about Paperless Office, see Paperless Office Overview.

To send a fax from the software, a fax driver must be loaded in the Windows workstation environment. The fax driver acts as a printer driver in the software.

Note You can also use Batch Fax Options or Fax Form Definition to create and use fax-enabled forms. To use Batch Fax Options or Fax Form Definition, Microsoft Fax Services or WinxFax 10 must be installed. If you installed WinFax, the printer driver must be named WinFax. For more information, see Fax Multiple Forms in Batches.

 

Depending on which module you are sending a fax from, click a link below for more information:

To send a fax in the Material Requirements Planning and Work Order modules

To send a fax in all other modules

 

To send a fax in the Material Requirements Planning and Work Order modules

1. Access the report window and select the report options.

2. Click Printer Setup.

3. In the Printer Setup window, in the Name field, select the fax driver, and then click OK. For more information, see Printer Setup - Fields.

4. In the report window, click Print.

5. A wizard or window applicable to your fax software appears. Enter the necessary information, such as the recipient's fax number, and send the fax.

The fax is sent.

 

To send a fax in all other modules

1. Access the report window and select the report options.

2. In the Printer field, select the fax driver.

3. Click Preview.

4. In the report preview window, click the Print Report button.

5. In the Print window, click OK.

6. A wizard or window applicable to your fax software appears. Enter the necessary information, such as the recipient's fax number, and send the fax.

The fax is sent.