Mass delivery

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You can access the “Mass delivery” from multiple places:

Sales Opportunities->Mass delivery

Sales A/R->Mass delivery

Purchasing A/P->Mass delivery

Banking->Mass delivery

Service->Mass delivery

 

Accessing any of the menu items will open a window:

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Here you can select the Mass delivery configuration to be used, the action and some filters.

 

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)

 

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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

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:

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