Below setups need to be done in order to send Transaction
and Statement Delivery using E-Mail.
1.
Manage
Receivables System Options Setup
E-Mail Receivables system options: Use the Transaction and
Statement Delivery using E-Mail sections of the Billing and Revenue tabbed
region of the Receivables System Option
pages to set up the details of transaction and statement delivery using e-mail
for the applicable business units. Enter these values in the corresponding
fields:
o
From Name: Name of your
enterprise.
o
From E-Mail: E-mail address of
your enterprise.
o
Reply-to E-Mail: E-mail address of
your enterprise that your customers can send an e-mail to.
o
E-Mail Subject: Text of the e-mail
subject line.
o
Include Business Unit in E-Mail Subject: Option to include the
name of your business unit in the subject line.
o
Include Transaction Number in E-Mail
Subject:
Option to include the transaction number in the subject line.
o
Include Statement Date in E-Mail Subject: Option to include the
statement date in the subject line.
o
E-Mail Body: Text of the e-mail
message. Include appropriate formatting.
Note: These
are all conditionally required fields. If you plan to enable printing and
e-mail delivery of transactions or statements, then you must enter values in
these fields to ensure successful delivery.
After clicking on plus button, below setup need to be done:
2. Preferred Delivery Method:
Set
the Preferred Delivery Method field to E-Mail at
the customer site or customer account
level, depending upon whether you want to deliver using e-mail for specific
customer sites or all sites belonging to a customer account.
3. Customer contacts:
Assign
at least one customer contact at the
account or site level both an e-mail address and the Bill-to purpose or
Statement purpose. These rules apply to customer contacts:
o
The
contact must be active when the Print Receivables Transactions or Create
Customer Statements process is run.
o
If
a customer account or site doesn't have any contact with both an e-mail address
and a Bill-to purpose or Statement purpose, then transactions or statements are
not delivered for this customer account or site.
o
For
transactions, if a customer account or site does have a contact with both an
e-mail address and a Bill-to purpose, but the same contact e-mail address is
also assigned the Collections or Dunning purpose, then this contact is excluded
from e-mail delivery.
o
For
statements, if the customer has a statement site, then a consolidated statement
is created and delivered for all billing sites belonging to the customer
account.
Create contact with Role Type as contact.
Create contact point as phone or email etc.
customer contacts should have responsibility = statements for
customer statements
or customer contacts should have responsibility = Bill To
for Transaction.
At least one active customer contact should have an e-mail address and
Bill-to purpose or Statement purpose.
4. Your e-mail delivery setup is still incomplete.
This
is most likely due to one of two settings:
·
In
Receivables system options, you must enter an active e-mail address in either
the From E-Mail field or the Reply-to E-Mail field of the Transaction or Statement
Delivery Using E-Mail section of the Billing and Revenue tabbed region for the
applicable business unit.
·
At
least one customer contact must have both a Bill-to purpose or Statement
purpose assignment and an active e-mail address.
·
For
transactions:
o
If
the transaction doesn't have a bill-to customer contact, or if that contact
doesn't have an e-mail address, then the e-mail delivery process looks for all
active customer contacts at the account or site level that have both a Bill-to
purpose and an e-mail address.
o
If
any exist, then the transaction is delivered to all of these contacts, with the
exception of contact e-mail addresses also assigned the Collections or Dunning
purpose.
o
If
none exist, then the transaction is not printed.
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