How documents are to be sent.
The method is suggested in the order head for the associate.
Order documents
The dialog box contains boxes for each of the relevant document types, that you can check to define required delivery methods. You can send the same document in several different ways by selecting several delivery methods. No documents are sent unless you select at least one of the delivery methods. There is a block against removing all selections in invoices; at least one of the delivery methods must be selected. Print previews of the documents works regardless of which delivery methods have been selected.
Mail settings
Mail is the default value for all documents, so you only need to go into the dialog box if you want a different delivery method for any of the documents. You can define default values for this field via the Edit/Entry rules menu item. If the delivery method field is empty, Mail is still selected for all documents in the dialog box.
E-mail settings
You can send all order documents via e-mail. A valid e-mail address needs to be entered for the associate. There is no validation in place on value in the e-mail address field.
The name added to the Subject field of the e-mail is taken from the Text table, in the language in which the order/accounting document is entered. Otherwise, the text is obtained from the active language.
EDI settings
The EDI options are not available for delivery notes and production orders.
EDI documents will only work if you also define the relevant document type in EDI messages.
AutoInvoice settings
AutoInvoice documents will only work if you have set up Visma AutoInvoice in the Visma AutoInvoice portal and in Visma Business.
Accounting documents
You can send interest notes and reminders as fax and e-mail attachments in the same way as the order documents.
Order
Fakturor
Följesedlar
Leveransbesked
Orderbekräftelser
Beställning
Offert
Produktionsbeställning
Redovisning
Räntefakturor
Påminnelse
EDI Inställningar
Media typ
Posttyp
Egenskap | Värde | Beskrivning |
---|---|---|
Visas som standard | Nej | Det här fältet visas inte som standard i tabellvyn. |
Domän | Sändsätt för dok. 1 | Heltal |
SQL-namn | DocSMt | Databasfältets namn. |
Nummer | 6385 |