Mass delivery

Field

Description

Select document

Here you select what type of "Document" you wish to Mass Deliver

Tip: If you do not see the desired type here it mean you have not configured it in the Report Configuration

Action

Here you choose what kind of action you wish to do on the above selected type (Print, Email, Save or Preview)

Report Configuration

Here you choose the Report Configuration (if set up to do so).

If you in the related Mass Delivery Configuration have turned on option "Allow the user to select a different report configuration when running mass delivery" you are allowed to choose either BP Selection report or one of the reports from the list (if "Allow the user to select a different report configuration when running mass delivery" is turned off the option to select is disabled)

Filter

Below Report Configuration you see the filter of that type of report (Dates, Numbers etc.)

PLEASE NOTE: DIFFERENT FILTERS MAY BE SHOWN DEPENDING ON WHAT CONFIGURATION IS SELECTED

Tip: If you need a more filter it is possible to create a such using SQL in the Mass Delivery configuration

Check-box filters

Include Documents already handled by B1 Print & Delivery

Includes all documents to the Mass Delivery run, even if those documents have been handled by Print & Delivery before (printed, saved as a file, sent via e-mail, or handled by any other report action.)

Technical explanation - Removes this string from the filter SQL: AND CAST(T0.DocEntry AS NVARCHAR(254)) NOT IN (SELECTTS0.U_BOY_ENTRYFROM [@BOY_85_DEL_LOG] TS0WHERE TS0.U_BOY_ACTION <> 1 AND TS0.U_BOY_OBJECTID = '13')

Include Documents already printed

Includes all documents to the Mass Delivery run, even if those are already printed.

Technical explanation - Removes this string from the filter SQL: AND T0.Printed = 'N'

Open Only

Only open documents are sent via the Mass Delivery run.

Technical explanation: Adds string AND T0.DocStatus = 'O' to the filter SQL.

Exclude Canceled and Cancellation Marketing Documents

Excludes canceled and cancellation marketing documents from the Mass Delivery run.

Technical explanation: Adds AND T0.CANCELED = 'N' to the filter SQL.

Tip: If you're wondering why your documents are not showing in the mass delivery preview screen, you can see the query that produces the list by right-clicking the form and selecting "Copy SQL used to produce this view"

Preview

If you select “Preview” you will be presented with a window where you can select what you would like to execute the action for: