Manager Controls: Email Default Messages for Reports

Email Default Messages for Reports

Reference Contents > Manager Controls > Email Default Messages for Reports

The program Email system enables you to print any document or report to the Email destination. This sends the document as an attached HTML document to an email recipient. The operation of this is discussed in the Email Sending Details window.

This window provides you with the ability to set default message data for documents and reports sent by email. You can set these defaults up at two levels, determined by the Key Value:

• They can be generic, for a particular report type, for example SO for Sales Orders of any report design, or rPtmInventory for the standard Parts Inventory report class.
• They can be for documents specifically printed for a particular customer, supplier, or marketing business. This is done by appending the customer or supplier code or marketing record id number to the report type (as above) separated by a comma.

Key Values

Normally these should be simply the report class name (e.g. wPtmValue for the Inventory Valuation Report). However for document type reports generic codes are used, as follows:

To specific customers use the following codes followed by a comma and the customer code (e.g. SO,ALW001). For customers not entered specifically simply use the key.

• CBD = Cash-Before-Delivery Invoice document
• CN = Credit Note document
• CusState = Customer Statements document/Statement/Account Review/Summary
• Disp = Dispatch Note document
  Inv = Invoice document
• Quote = Sales Quotation document
  SO = Sales Order document

To specific suppliers use the following codes followed by a comma and the supplier code (e.g. PO,DEVON). For suppliers not entered specifically simply use the key.

• GRN = Goods Received Note document
• PO = Purchase Order document
• RFQ = Request For Quotation document
• RN = Return Note document

To specific Marketing Companies use the following codes followed by a comma and the company ID number (e.g. Letter,6). For companies not entered specifically simply use the key.

• Letter = Marketing letter

Additionally, there is a key syntax which allows the message to apply to customers/suppliers depending on their index code(s). The following are Key alternatives in the order of their significance for documents:

1. Report Type code and master record key, e.g. Quote,ALW001 or PO,ABC100
2. Report Type code and both master index 1 and 2, e.g. Quote~IDX1~IDX2
3. Report Type code and master index 1 only, e.g. Quote~IDX1
4. Report Type code and master index 2 only, e.g. Quote~~IDX2
5. Report Type Code only e.g. Quote

You can therefore set up a hierarchy of message texts that apply to different groups of customers/suppliers.

Parameters

Inside the heading and message texts you can use parameters which substitute for system or customer/supplier/marketing contact values. These include:
System:

• #D = Current date {e.g. 5 NOV 2001}
• #T = Current time {e.g. 10:51}
• #DT = Current time {e.g. 5 NOV 2001 10:51}

Customers/Suppliers/Marketing Contact:

• #Business = Name of the business
• #Contact = Contact in the business or additional address
• #Dear = Dear name from the customer/supplier record

In addition, you can place interpreted data into the Subject or Message text. This is achieved by using square bracket notation. Anything inside square-brackets is evaluated as a calculation before the text is used. Such calculations can contain data globally available at the time. This varies with the report being printed and it is left to the user to experiment. For example, when printing a Sales Order, the header file SOHFILE will be available so you could use [SOHSONO]. But no guarantees here! You can get what you can, and that is it!

Compiled in Program Version 5.10. Help data last modified 17 May 2012 05:11:00.00. Class wEmailTexts last modified 23 Sep 2017 10:50:52.

Reference Contents > Manager Controls > Email Default Messages for Reports