Auto Fax/Email Option

This option is enabled if the eReporting module is available and only applies to these reports:

• AR Invoice
  • AR Credit Note
• AR Statement
• AP Remittance
• PO Purchase Order
  • AR Receipt
  • AR Transaction Listing
  • SO Packing Slip

To use the auto fax/email output option, the reports must be loaded from their respective menu options and the delivery method and output details must have been updated on the customers or suppliers as detailed in Customer Maintenance and Supplier Maintenance sections.

The AR Invoice and SO Packing Slip can be hotprinted from SO Entry.

When a report is printed, the Output report to option has the option Auto fax/email. If Auto fax/email is selected, you must select a printer for use by any of the reports that are to be printed rather than faxed or emailed where the delivery method for the customer or supplier is Print. The user's default printer displays but another printer may be selected.

When you click the Print button, Greentree prompts you to enter fax details.

The scheduling option is not available if auto fax/email is chosen as the report output method. You will not need to enter a To name or a To company as this information will be retrieved from the Customer and Supplier Maintenance forms for each customer or supplier. The To name will be retrieved from the Contact field on the Customer/Supplier Main tab, and the To company will be retrieved from the Customer/Supplier Name field.

Once fax details have been entered, if applicable, and the task runs, a progress bar displays to indicate task progress.

Once the task queue has processed each report, the reports are forwarded to the print, fax and email queues for distribution by the supplier's or customer's chosen method.

You can access the Facsimile Transmission Report from Greentree Desktop's Reports > Other Reports menu to view information about faxes sent from the FaxMan system. You can sort the report by date and time, report name, or destination. Opening and closing the report initialises and de-initialises FaxMan, so performance of the form may suffer during these steps.

• Email/Fax Printing