PDF and Electronic Delivery Option Hierarchy Home | FAQs & Troubleshooting

 

In the Paperless Office Setup menu, you can define PDF and electronic delivery options for journals and registers, reports, period-end reports, and forms. These options include whether to automatically create a PDF for a journal or register, whether a password is required to open the PDF, and where to store it. For forms such as invoices, sales orders, and RMAs, you can enable electronic delivery on a form-by-form basis.

You can define these options by company, module, and document. This means that you can define multiple sets of options for a single document. For example, you can define options for all forms in all companies and all modules, and also define options for a specific form in a specific company and module.

When multiple settings exist for a document, the settings used when you create or send a PDF are based on a hierarchy. Settings defined for a specific company, module, and/or document typically override settings defined for all companies, modules, and documents.

The table below shows the order in which settings are used. In each column, "Specified" indicates a specific value is entered at the corresponding field in the maintenance task. "All" indicates that ALL is entered at the corresponding field.

 

Order	Company	Module	Document
1	Specified	Specified	Specified
2	Specified	Specified	All
3	Specified	All	All
4	All	Specified	Specified
5	All	Specified	All
6	All	All	All

 

For period-end reports, the following order is used:

Order	Company	Module
1	Specified	Specified
2	Specified	All
3	All	Specified
4	All	All

 

For more information, see:

Journal and Register Maintenance

Period End Report Maintenance

Report Maintenance

Form Maintenance