Manage Document Delivery

Use the Manage Document Delivery function to view the setup information for document delivery. You can edit certain fields to change the information that document delivery uses to send via email or fax. See the application. You must select to use document archiving in the Business Rules function, as well as set the Archive business rules for each application in which you want to use document archiving.

The documents affected by Document Archiving and the Manage Document Delivery function include the AP check/voucher, PA check/voucher, AR (including SO and SD) invoice, Point of Sale invoice/receipt, PC invoice, and purchase orders.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data. Click Apply Filter to apply the criteria to the data.
  2. The Delivery Method, Display Name, Deliver To, Subject, and Attachment Format fields can be edited, if needed.

    Note: For AR-based invoices (AR, SO, PC, SD): If the default payment provider is 'ApteanPay' (SM business rule), when you select the 'External Service' option for Delivery Method, the system will upload the invoice to the Aptean Pay Merchant Portal for payment.

  3. Use the Export button to export and save the data as an HTML, XML, plain text, or Microsoft Excel document.
    Note: Depending on the output type selected, the information may export exactly as it appears on the screen, including column widths and expanded or collapsed grouped entries.
  4. Use the Views button to save the current parameters set for the document management view for using at a later time. You can also use the button to select, edit, or delete from the multiple saved views.
  5. Use the Reset Layout button to reset the column headings and any sorting changes made to the information table.

Because the Manage Document Delivery screen is similar to an interactive view screen, see the Interactive View Overview for a basic understanding of interactive views and to view movies outlining the different types of interactive views.