Hi,
ePrinted PO's and Receipts are being saved to the same "FORMS" folder. Is it possible to have them saved in different folders?
Also wondering if it's possible to have the PO automatically saved to that folder when it's being emailed?
And can the "Reprint Purchase Orders already printed" check box be defaulted to checked?
Thanks,

Sherri

I can answer the last question. It would be a bad idea to have the Reprint box defaulted to checked. There is too high a possibility of sending the a PO to a vendor twice and the vendor double-shipping/billing.

Steve

Hi Sherri:

- If you edit the company profile, go to the PDF Options tab. In the field for the Specifications path for saving forms, use the %FRM code to differentiate the various form types. Perhaps ...\Forms\%FRM so that POs go to a PurchaseOrders subfolder of Forms, and receipts go to a Receipts subfolder.
FYI it works this way for OrderEntry or Receivables as well, or other Adagio programs where more than one document specification type is available.

- Emailed PO attachments (or other documents) are always saved in a SOFTMAIL subfolder of the data directory, and this cannot be changed. They will eventually be removed when the email queue is cleared, so emailed documents are a special case and should not be used for ongoing storage. Since you have ePrint, perhaps take advantage of the 'Accounting copy' or 'Archived PDF Vendor copy' which save additional PDF files to an alternate location, whether specifications are printed, ePrinted or emailed.

- As Steve indicated, it was requested of us to not have Reprint documents enabled by default.

Thank you for your reply.

Will try setting up the folders like that!

I'm not familiar with the Accounting copy or archived pdf Vendor copy.
Maybe I'm making more work for myself.
The steps I do right now are:
1. Post the PO.
2. Preview - print hardcopy from here
3. Email to vendor
- then it shuts down the printing window
4. Then I have to go back in to print - select the reprint PO check box and eprint so a copy is saved to the forms folder. (I refer to these often)

I was hoping there was an option for the pdf to be saved automatically to the forms folder when I email it (or at least have that box defaulted - so annoying when I get that message that there is nothing to print and it shuts itself down and I have to go in again!). Is that what the "accounting copy" or "archived pdf vendor copy" options do?

Thanks again,

Sherri