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#50602 - 07/19/16 09:31 AM Bug in Order Entry Module?
Corey Offline
Casual

Registered: 03/19/10
Posts: 10
Loc: New Brunswick, Canada
Hello, I am currently using 9.2A Order Entry and have noticed an issue when emailing invoices. From the invoice screen, you click print, then can choose email. In the email screen, you have the option of choosing Billing, Ship to & Customer. I've noticed after a few complaints from customers that when I choose "billing" it sends the email to the email from the "customer" tab of the customer profile and when I choose "customer" it sends an email to the email address in either the "statement" or "invoicing" tabs of the customer profile (not certain which as we always have the same address in both tabs). Any thoughts? Thanks!

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#50606 - 07/19/16 09:50 AM Re: Bug in Order Entry Module? [Re: Corey]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Hi, Corey,

I just retested this and found that the function is working as per the online Help (although it should say fax/email).

When you're on the window having the 3 Send to options, select the Help button and then click on the Send to field in the screenshot to see what the expected behavior when selecting either of the 3 options should be.
_________________________
Regards,
Softrak Tech Support

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#50608 - 07/19/16 10:06 AM Re: Bug in Order Entry Module? [Re: Softrak Support]
Corey Offline
Casual

Registered: 03/19/10
Posts: 10
Loc: New Brunswick, Canada
Thanks for the quick reply. Pressing the help button brought up the fax help, but I assume it is the same? So both bill to and customer pull from the invoicing tab email, but bill to uses the email address at the time the order was entered and customer is the current address?

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#50612 - 07/19/16 10:21 AM Re: Bug in Order Entry Module? [Re: Corey]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Yes, pretty much. There's a link at the top of the Faxing topic that will take you to the Email help for basically the same window.

If you look at the BillTo/ShipTo tab in the invoice you are wanting to email, the BillTo pulls the email address from the BillTo side of that tab. In my test, there was no email address there, so as a 'blank', the email was automatically placed on Hold in the Email Queue.

The Customer selection pulls from the Invoicing tab.

It's also important to note that the addresses used are those that were in effect at the time the document was created. Except for the Customer option. If you've subsequently changed the email address on the Invoicing tab and select Customer, whatever email address is currently shown on the Invoicing tab of the Custom record will be used.
_________________________
Regards,
Softrak Tech Support

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#50614 - 07/19/16 11:41 AM Re: Bug in Order Entry Module? [Re: Softrak Support]
Corey Offline
Casual

Registered: 03/19/10
Posts: 10
Loc: New Brunswick, Canada
got it. Thanks!

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