Hi Susan,

It's working for me when I try it, so indeed something is wrong. Let me briefly explain how the spec selection works, technically.

When an order is created, all of the print/fax/email spec names for all document types (order, invoice, credit) from the customer are saved with the order. These saved values are the 'Document spec'. Blank is a valid value, and this will be the case with orders entered for customers without special specs. You can edit the order/invoice/CN grids to see what spec names are saved with each document. An example is 'OE Invoice Print spec'.

Any special specs saved on the customer would of course be the 'Current customer spec'. These can be edited on the customer at any time.

When it comes time to print documents, there are 3 choices:
Use Selected spec: This one is simple - whatever spec is selected within the Print Orders/Invoices/CNs screen is used. All other spec settings everyhere else are ignored.

Use Document spec: The spec name saved on the document for the respective document type and print method is used for printing if it is non-blank. If it is blank, then the spec chosen on the Print screen is used. If you delete the selected spec on the print screen, then the spec from the Company Profile is used. Essentially, if a special spec is on the document then use it, otherwise use the Selected spec if non-blank, otherwise use the company profile default.

Use Current Customer spec: Whatever spec is saved on the customer on the Invoicing tab is used. If it is blank for the document type and print method used, then the spec chosen on the Print screen is used. If you delete the selected spec on the print screen, then the spec from the Company Profile is used. Essentially, if a special spec is on the customer then use it, otherwise use the Selected spec if non-blank, otherwise use the company profile default.
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Based on this, #2 and #3 for you are not behaving as I see it working. Can you confirm that the oewin.exe program file you are using is dated April 21, 2008? Just in case an install error misleads you in the version of OE you think is installed but in fact is not. The 'use customer spec' choice really wasn't working well until the most recent version of OE.

For #2, if the customer has a valid spec selected for the print method, it will be used and everything else will be ignored.

For #3, if you change the selected spec from the print screen, it will only be used if there is no special spec for the print method.

Also confirm that the specification titles on your specs are what you expect them to be, from the Spec Designer.
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As for #1, you will not be asked the question 'Did everything print OK?' if you fax or email documents. Also, you will not be asked if you use the 'Use Document spec' or 'Use Customer spec' choices. This question will only be asked if you Print to a printer and use the 'Selected spec'.
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Regards,
Softrak Tech Support