Wikiadmin: Created page with "Documents can be sent by e-mail by using the action button '''Email''' which can be found in the ''Toolbar''...."

2021-11-20T14:47:26Z

Created page with "Documents can be sent by e-mail by using the action button '''Email''' which can be found in the ''Toolbar''...."

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Documents can be sent by [[ManualDoc:Common_OBConcepts%26Processes#E-mailing_documents|e-mail]] by using the action button '''Email''' which can be found in the ''Toolbar''.

[[File:WS1000500002.png|800px]]

As shown in the image above it is possible to define:
* a ''Subject template'' to be populated with "real" data every time a given document is sent by email.
** For instance "New Invoice (@our_ref@)" whill turn into "New Invoice (SI/2589)" where SI/2589 is the number of the invoice sent by email.
* a Body template to be populated with "real" data every time a given document is sent by email.
**For instance:
*** "Dear @cus_nam@, Find attached the invoice @our_ref@ corresponding to the products you received from F&B International Group."<br>will turn into
*** "Dear Heathly Food Supermarkets Co., Find attached the invoice SI/2589 corresponding to the products you received from F&B International Group."

Here is the list of possible tags:
* ''@cus_ref@'': The document reference of the customer
* ''@our_ref@'': The reference of the document
* ''@cus_nam@'': The name of the customer
* ''@sal_nam@'': The name of the sales rep.
* ''@bp_nam@'': The Business Partner name [since 3.0MP27]
* ''@doc_date@'': The document date [since 3.0MP27]
* ''@doc_desc@'': The document description [since 3.0MP27]
* ''@doc_nextduedate@'': The next due date (if document has associated any payment plan) [since 3.0MP27]
* ''@doc_lastduedate@'': The last due date (if document has associated any payment plan) [since 3.0MP27]

Template:ManualDoc:T1000500002 - Revision history

Wikiadmin: Created page with "Documents can be sent by e-mail by using the action button '''Email''' which can be found in the ''Toolbar''...."