Profits Plus modules»Accounts Receivable»Mailing / label control»Form Letter»E-delivery Installation
  • RSS Feed

Last modified on 1/7/2015 11:26 AM by User.

Tags:

E-delivery Installation

The A/R and S/M modules must have been updated anytime after 05/27/2009.

E-delivery is controlled by a parameter file edeliv.ini accessible from the A/R 32/22/Form letter e-delivery options.

The edeliv.glm reads the edeliv.ini parm file.

You will need to create the virtual and background printers that are referenced here in the edeliv.ini parm file.

If the /u/mvs/dsk2/210000/inis.ctl file doesn't show task 5 below, then you should add it.

Below is the contents of edeliv.ini

 

EDV'EML'PREFIX=.EMAIL
; Memo note label for email address (5 max)
  ;  These are labels that are expected to be found
  ;  in the CUSTOMER master or ALT-SHIP-TO master memos.
  ;    example: .ESTM .EMAIL
  ;    separate multiple labels by a space
 
;    Include only those labels you want the program to look for.
EDV'FAX'PREFIX= ; Memo note label for fax #         (5 max)
  ; Blank if faxing not wanted.
EDV'MEMOS=AO
; Memo files(s) to check
  ; A = customer accounting memo (checked 1st)
  ; O = customer O/E sales memo  (checked 2nd)
  ; AO = check both
EDV'ALT'FILE= ; ALTMAS = look in alternate ship-to memo
  ;          for additional email or fax addresses.
  ;                              (checked 3rd).
  ; blank = do not look in alternate ship-to file.
EDV'ALLOW'MULT=Y ; Y/N Y = Ok to send multiple documents to the
  ;         same customer if they have multiple
  ;         memo prefixes.  This is the default.
  ;     N = send only 1 document to the first
  ;         memo prefix found for this customer.
EDV'VIRT'PRINTER=VIRTLH ; System printer to generate documents.
  ; This should not have a spool command.
 
; It will be used to create e-delivered documents, not send them.
EDV'EML'PRINTER=EMBDLH ; System printer name for background emailing.
  ; This should have blank values in the CMP codes and NOR codes fields.
EDV'FAX'PRINTER= ; System printer name for background faxing.
  ; This should have blank values in the CMP codes and NOR codes fields.
EDV'EML'BODY'RAW=ltrbdy.raw ; File name for email body text.  This file can
  ; contain untranslated tokens.  This is not the
  ; attached document, it is the email message
  ; like "Please see the attached document."
  ; If the file doesn't exist, it will be created.
  ; The user is given a chance to edit this.
EDV'EMAIL'EFORM= ; To force a different e-delivery eform than
  ; the printer specifies.  Normally blank.
EDV'FAX'EFORM= ; To force a different e-delivery eform than
  ; the printer specifies.  Normally blank.
EDV'FORM'CONTROL= ; Do virtual printers have to use the same
  ; eform as the selected main printer?
  ; FIXED = Force virtual printers to use same
  ;         eform name as selected main printer.
  ; FLOAT = Virtual printers can use a different
  ;         eform than the selected main printer.
  ; blank = FLOAT
EDV'DEFAULT'EFORM'NAME= ; Normally EFLH01.  Used only if printer doesn't
  ; specify eform name.
EDV'EML'FROM=xxx@xxx.com ; The "from" email address. example support@mvsoftware.com
  ; This will be the 1st default for every terminal. 
  ; The user is given a chance to change this for their terminal.
EDV'SUBJECT=A message from MVS ; The subject text for the email message.
  ; This will be the 1st default for every terminal.
  ; This user is given a chance to change this for their terminal.

 

Step 1. Decide on the printer names you'll use for the EDV'VIRT'PRINTER, EDV'EML'PRINTER and EDV'FAX'PRINTER.  You'll be adding them in S/M task 22.  The above examples in the edeliv.ini file are for a letterhead printer, but if the user doesn't have letterhead eforms then you'll need to create a plain paper printer instead.
  Here are some suggested names for different types of printers.
    Non-eform plain paper laser Letterhead eform  
  EDV'VIRT'PRINTER= VIRTLA VIRTLH  
  EDV'EML'PRINTER= EMBDLA EMBDLH  
  EDV'FAX'PRINTER= FXBDLA FXBDLH  

 

Step 2. S/M task 22.  Add the system printer for the EDV'VIRT'PRINTER parameter .
  For letterhead printers, use the EFORM-LH-LASER-PT model.
  For plain paper, use the HP_PCL5_PORTRAIT model.
  This printer needs to have values for the fields 7 & 8 (Cmp codes, Nor codes).
  This printer should NOT have a spool command because this printer does not deliver the document.
  Unlike the virtual printer for statement or invoices, this printer doesn't need to concatenate documents together either.

 

Step 3. S/M task 22.  Add the system printer for the  EDV'EML'PRINTER parameter.
  For letterhead printers, use the EFORM-EMAIL-EMBDLH model.
  For plain paper, use the EMAIL-POR-PDF model.
   
  Make sure fields 7 & 8 (Cmp codes, Nor codes) are blank so it won't add anything to the document.
  This printer SHOULD  have a spool command because this printer DOES deliver the document.
  The 2nd screen field "16. Edit command" must be = N.
   

 

Step 4. S/M task 22.  Add the system printer for the  EDV'FAX'PRINTER parameter.  (but only if they use fax).
  For letterhead printers, use the EFORM-FAX-FXBDLH model.
  For plain paper, use the FAX-PORTRAIT model.
   
  Make sure fields 7 & 8 (Cmp codes, Nor codes) are blank so it won't add anything to the document.
  This printer SHOULD  have a spool command because this printer DOES deliver the document.
  The 2nd screen field "16. Edit command" must be = N.
   

 

Step 5. Create the email message file for the EDV'EML'BODY'RAW parameter.
  You can create the first instance of this file using VUE or Wordpad.
  It can contain <tokens> if necessary. 
  The user will always be given a chance to edit this file.
  Please note:  the filename should be similar (but not exactly the same) as the -m parameter in the spool command
  of the email background printer EDV'EML'PRINTER.
  For example, if the printer spool command has -mltrbdy.txt you might name the EDV'EML'BODY'RAW=ltrbdy.raw
  An error will result if you use the same filename for both.
  The .raw file would contain the raw tokens, the .txt file would contain the translated tokens.

 

Step 6. Assign values to the remaining parameters that make sense for the environment.
  If the parameters for EDV'EML'PREFIX and EDV'FAX'PREFIX are both blank, then the program doesn't even ask about e-delivery.