Enter a company code or enter <ALL> to create defaults for all companies. Click the Lookup button to view a list of companies. Click the Default Delivery Options List button to view a list of records that have already been set up.
Select the type of document for which you're setting defaults.
- The Customer Forms option is available if at least one of the following modules is set up for Paperless Office: Accounts Receivable, Sales Order, Job Cost, or Return Merchandise.
- The Vendor Forms option is available if the Accounts Payable or Purchase Order module is set up for Paperless Office.
Select the form for which you're defining options. The list of available forms depends on the selection in the Document Type field and which forms are set up for Paperless Office in Forms Maintenance.
Select this check box to print a hard copy of the form in addition to storing it as a PDF document. Some Paperless Office output options are available in printing windows only if this check box is selected.
For more information, see Paperless Office Output Options.
Select this check box to e-mail the form to the applicable e-mail addresses in addition to storing it as a PDF document. Forms are e-mailed as PDF attachments, with one PDF document attached to each e-mail.
If this check box is selected, you must define at least one recipient e-mail address on the E-mail tab in Paperless Office Delivery Options. Clear this check box to store the form as a PDF document without sending it by e-mail.
Some Paperless Office output options are available in printing windows only if this check box is selected. For more information, see Paperless Office Output Options.
Select this check box to e-mail the selected form to the e-mail address entered in the applicable data entry task.
An e-mail address can be entered for customers in A/R Invoice Data Entry, Sales Order Entry, S/O Invoice Data Entry, and RMA Entry. An e-mail can be entered for vendors in Purchase Order Entry and Return of Goods Entry.
Clear this check box if you do not want to send the form to the e-mail address entered in the data entry task.
This check box is available if the E-mail check box is selected.
Select this check box to e-mail the selected form to the e-mail address entered in Customer Maintenance for customer forms or in Vendor Maintenance for vendor forms. Clear this check box if you do not want to send the form to the customer or vendor e-mail address.
This check box is available if the E-mail check box is selected.
Note If you select this check box, be sure that an email is entered for customers and vendors in Customer Maintenance and Vendor Maintenance. The default setting is applied even if an email address is not entered.
Select this check box to fax the form to the fax numbers defined on the Fax tab in Paperless Office Delivery Options in addition to storing it as a PDF document. If this check box is selected, you must define at least one recipient fax number on the Fax tab in Paperless Office Deliver Options.
Clear this check box to store the form as a PDF document without sending it by fax.
Some Paperless Office output options are available in printing windows only if this check box is selected. For more information, see Paperless Office Output Options.
Select this check box to fax the selected form to the fax number entered in the data entry task. Clear this check box if you do not want to send the form to the fax number entered in the data entry task.
For customers, a fax number can be entered in A/R Invoice Data Entry, Sales Order Entry, S/O Invoice Data Entry, and RMA Entry. For vendors, a fax number can be entered in Purchase Order Entry.
This check box is available if the Fax check box is selected.
Select this check box to fax the selected form to the fax number entered in Customer Maintenance for customer forms or in Vendor Maintenance for vendor forms. Clear this check box if you do not want to send the form to the customer or vendor fax number.
This check box is available if the Fax check box is selected.
