E-Delivery Invoices setup

This document will show you how to set up any customer to automatically receive emailed or faxed invoices when action 22 (Invoice) is performed on the Order Entry Collection screen.

Step 1.  Set parameters:

Parameters for e-delivery of invoices are stored in O/E task "32/22/8 Custom options".

Most likely someone from MV Software has already added the special e-delivery printers to S/M task "22. System printers" to match the above parameter EDELIVERY'EML'PRINTER=EMBDLI  and EDLIVERY'FAX'PRINTER=FXBDLI

The above parameters EDELIVERY'EML'PREFIX and EDELIVERY'FAX'PREFIX tell the program which memo lines will contain the e-delivery addresses.  Normally these are .EIVC for email addresses and .FIVC for fax numbers.  You will use these prefixes in Step 2 below.

You really need to change the EDELIVERY'EML'FROM parameter to a valid email address within your own company.  If the email recipient clicks on the reply button, the reply will be sent back to the address you give here.

STEP 2. Modify customer master records

You specify which customers are to receive e-delivery invoices by going into A/R task "17. Customer master" and setting field 50. Invoice code to E for email or F for fax and then adding the email address or fax number to one of the customer master memos or an "Alt ship-to" memo. 

Below is an example of setting up a customer for e-delivery via emailed invoices.

Below is an example of setting up a customer for e-delivery via faxed invoices.

Using Alt Ship-to memos for the e-delivery address.

If necessary, you can set up different email (or fax) e-delivery addresses for the a customer's alternate ship-to locations.   If the alternate ship-to memo doesn't have an e-delivery address then the program will look in the customer master memo for an e-delivery address as long as the parameter EDELIVERY'MEMOS contains an A or O.

The alternate ship-to record does not have it's own "Invoice code" (E or F)  field.  The "Invoice code" field from the customer record is always used. 

Below is an example of adding an e-delivery email address to an alternate ship-to record.