E-mail Scenarios

General

When sending an e-mail from a document, the sender, CC and BCC are automatically determined.

Warning

All users using an e-mail scenario must have full permissions on the e-mail-account which is set up in the field: Sender. Contact your AD-administrator to apply the correct settings.

Functionality

Fields

TAB: General

Field	Description
Email Scenario Code	An unique code for the scenario.
Description	The description of the e-mail scenario.
Sequence	To determine the e-mail scenario to be applied, these are sorted in ascending order by sequence number. The first sequence number found is applied. This makes it possible to apply different scenarios based on different status values of a document.
Send as E-mail	Use the button on the right to select the desired e-mail address.
Send as Name	The name linked to value: Send as E-mail. email.
CC Recipients	The e-mail address for sending a copy of the e-mail to.
BCC Recipients	The e-mail address for sending a copy of the e-mail to without showing this to the recipient.

TAB: Lines

At least one line has to be inserted. Multiple lines can be inserted if the same scenario can be applied to multiple documents. For example on WMS receipts and WMS shipments.

Field	Description
Line No.	Will be generated automatically when leaving the line.
Description	The description of the the criteria.
Source Feature Type	-

TAB: Criteria

To open the tab: Criteria click on the action-button: Criteria.

Field	Description
Criteria Type	Select the option: Source Record and press F5 to refresh the screen.
Source Table	Select the desired table on which the e-mail scenario is to be based.
Filter	Click in the field to open a selection-page and set the desired filter.