Paperless Office Delivery Options (Customer / Vendor Maintenance) Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Set Up Paperless Office
	Overview
	Fields

 

Related Topics
	Customer Maintenance		Form Types in Paperless Office
	Vendor Maintenance		Paperless Office Options
	Form Maintenance

 

Navigation

Access this window using one of the following methods:

• Select Accounts Receivable Main menu > Customer Maintenance. In Customer Maintenance, enter a customer number. Click the arrow in the top-right corner of the window, and then select Paperless Delivery Options.

• Select Accounts Payable Main menu > Vendor Maintenance. In Vendor Maintenance, enter a vendor number. Click the arrow in the top-right corner of the window, and then select Paperless Delivery Options.

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	Recipient Additional E-mail Addresses
3. Fax
Use Fax Number in Data Entry	Contact Code
Use Customer Fax Number	Additional Fax Numbers