Defining E-Document Email Recipients
If you want to use an e-document sending method that has an email sending channel, you must first define the email recipients for your customer or vendor. If the customer or vendor is a company, there should be at least one email recipient defined on the E-Document subtab on the customer or vendor record. If the customer or vendor is an individual, make sure it has an email address.
The system can send an e-document by email to a maximum of 10 recipients for each customer or vendor. The system counts each contact added as a recipient. If you add the same contact multiple times, each instance is considered an individual recipient.
To define e-document email recipients:
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Create or edit a customer or vendor record.
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On the E-Document Email Recipient subtab under the E-Document subtab, select a contact or select New to create a new contact.
Note:When you select an email recipient, only contacts with valid email addresses associated with the customer or vendor are available for selection in the dropdown list.
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Click Add after selecting each contact.
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Click Save.
For transfer order, basic and journal style custom transaction types, you can define the email recipients directly in the E-Document Email Recipient field from the E-Document subtab. The email recipients are also applicable for item fulfillment transactions.
Related Topics
- Electronic Invoicing User Guide
- Displaying the E-Documents Portlet on the Home Page
- Overview of Outbound E-Document Process
- Outbound E-Document Statuses
- Assigning E-Document Packages to Customer or Vendor Records
- Selecting E-Document Packages, Templates and Sending Methods on Transactions
- Enabling PDF File Reference Generation
- Generating and Regenerating E-Documents
- Sending and Resending E-Documents
- E-Document Network Status
- Overview of Inbound E-Document Processing
- Inbound E-Document Statuses
- Receiving Inbound E-Documents by Email Capture
- Receiving E-Document XML Files from Web Service
- Uploading Received XML Files as Inbound E-Documents
- Converting Inbound E-Documents into Transaction Records
- Common Scenarios in Vendor Bill Conversion
- Converting Individual Inbound E-Documents into Vendor Bills
- Converting Failed Inbound E-Documents
- Compatibility of Approval Workflows with Vendor Bill Conversion
- Canceling Inbound E-Documents