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Pgm: ARCTRLFM – Maintain AR Control Settings; standard Treeview path: Accounts Receivable > Setup > Local Tables > Control File Options – E- Invoice tab
This tab is used to enter a sender's email address and specify any associated email body and subject line template codes when using the Preferred Contact Method feature for sending AR invoice email notifications.
NOTE: When using this feature to email AR invoices to customers, the "Preferred Contact Method" option must be enabled in the Destination field when printing invoices in the Print Invoice screen.
Sender's Email Address
Enter the sender's email address for the notification being sent. The sender’s email address could be an AR department’s email address, or an individual’s email address.
Email Body Text Code
Enter/select the email body text code to be used in the body of the email notification.
Refer to Define Text Type and Text Codes below for details on how this code is defined.
Email Subject Text Code
Enter/select the email subject text code to be used in the email notification.
Refer to Define Text Type and Text Codes below for details on how this code is defined.
Define Text Type and Text Codes
When using the Preferred Contact Method feature for sending AR invoice email notifications, text type and text codes must be initially set up in the System Data module.
Pgm: TEXTTYP – Text Type; standard Treeview path: System > Global Tables > Text Type
First, create a text type which is defined as "AR-INV" in the Text Type screen.
Pgm: TEXTFM – Text Code; standard Treeview path: System > Global Tables > Text Code
In the Text Code screen, select the "AR-INV" text type and create two new text codes: one for the subject line and one for the body. The subject text code must be defined as "SUBJECT" followed by any other text (e.g., SUBJECT1). The body text code must be defined as "BODY" followed by any other text (e.g., BODY1).
To learn more about how these codes are created, refer to Text Type and Text Codes.