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Introduction

This document will show you how to setup and use the option to email Debit/Credit memos to your customers.

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Where Is It Found

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titleWhere to find it

 

Setup & Control

 

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titleStep 1: Setting up distribution codes CCT.OCD

To set up your distribution list codes go into your central tables into table code "OCD" Order Confirmation Distribution Codes (OCD), if not already done.

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titleStep 2: Setting up your customer ARSCM.CCC

On page two of the customer master Add or Change Customers (ARSCM.CCC) you need to set the invoice delivery method to E and verify they have a valid email address on file. You will also need to choose a distribution list and optionally choose a text code.

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titleStep 2: Setting up distribution codes CCT.OCD

To set up your distribution list codes go into your central tables into table code OCD, if not already done.

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titleStep 3: Setting up your email text OEORM.MOT

Set up the body of your email via OEORM.MOT, Maintain Order Confirmation Text File, with a text code for your invoices when emailed.

Sending Invoices ARTPM.PDL

This is the only menu option that can send emails.

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Email Body Text: You can select the text code of your choice if you want to again override the settings within OEORM.MOT.

Press Steam Stream and Exit and the emails will be sent and a report will be generated for confirmation.

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