Initial Set Up
Khameleon’s Electronic Reports functionality provide sa mechanism for clients to identify contacts and email addresses for particular report outputs, so that run-time delivery via e-mail might replace manual printing & distribution of business outputs like invoices, order confirmations, statements, and purchase orders.
1. From CRM> Contacts Management> Maintenance> Controls> Control Record> Mail Info tab, ensure that both the E-Mail Attachments Path and Attachment File Path are correctly defined.
E-Mail Attachments Path (sample): http://applicationservername/khamel/attach/
Attachment/ File Path (sample): \\applicationservername\khamel\attach
2. From SetUp> System SetUp> Maintenance> Controls> Program Master, ensure that entries exist for each report output which might be generated electronically as invoices or order confirmations. (If multiple formats are available, ensure that arinv00a, arinv00b, arinv00c, etc are defined.) The values found in the Full Title / Description field will be utilized in attachment file naming during electronic report dispatch, so values should reflect a clear representation of the report output in a concise, yet short manner. Longer values will yield longer file names.
Based on the Full Title / Description of ‘Order Confirmation’ above for report oeordcfa, an e-mail attachment file would be named:
OrderConfirmation-93_Dated033109_Time024217PM.pdf
As
[ProgramDescription]-[Document#]_[Date Stamp]_[Time Stamp]