I've set up a customer to have default email cover sheets for order confirmations, invoices and credit notes. I did this on the "Invoicing" tab of the customer file in AR 9.0B (090928).

When I print any of the documents for this customer in OE 8.1C (100119) the email cover sheet field comes up blank and I must manually select the desired cover sheet.

Is there somewhere else I need to enable OE to pull the defaulted sheet in from the AR customer file?

Thanks,

What do you have selected for the 'spec selection'? From the document or the customer or the selected?

"Use selected specification".

The Email cover code that appears on the Print Document screen is simply what was used the last time documents were emailed, which may be never. 'Use selected spec' also uses the selected email cover.

If you set a particular email cover on a customer, you have to choose the 'Use customer specification' to get the customer email cover as well. This is your solution.

If you choose 'use document spec', this also uses the email cover saved on the document, which may be different than the customer and/or the selected cover.