Document Handling Setup
General
By creating a line in the Document Handling Setup documents can be created automatically when records are posted. The only exception on this is the line based on reports. This line will generate reports based on a schedule.
Functionality
Actions
| Group | Action | Description |
|---|---|---|
| - | New | A new line will be created above the current selected line. Use the arrow-down key on the last line to add a line underneath the line. |
| - | Edit list | switches from read to modify mode. |
| - | Delete | Deletes the currently selected line. |
| Home | Per Contact | Opens the page: Document handling per contact. |
| Functions | (re)initialize | - |
Fields
| Field | Description |
|---|---|
| Table Id | The table on which the document handling line is set up. |
| Created on | The date/time on which the document handling line has been set up. |
| Apply E-mail template | The E-mail Template applicable on the document handling line. |
| Function call | When the Document Handling must be triggered from a status-change this field must be checked. Use function: 11154680 - 15 'Mail Document' in the Status Template |
| Table Filter | By setting a table filter specific document handling can be set up on different types. For example WMS Document Header: Receipt or Shipment. |
| Camera Quality % | |
| User-id | The user which has set up the line. |