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Sage 200 Report Designer - How to set up order acknowledgements to send via email

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Summary

How to set up your order acknowledgement layouts in Report Designer and Sage 200, so that you can email them to your preferred customer contact.

Description

This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.

Resolution

To set up order acknowledgements to send via email:

Report Designer

Set up the email options for your SOP Order Acknowledgement layout in Report Designer. To email the layout to the preferred contact email address in your customer account:

  • Choose the group that matches the header section of the order acknowledgment layout from the 'Email should contain' drop-down list. This can be group 5 or 6.
  • Add the expression SLCustomerAccounts.ContactEmailAddress as the 'To' address for the layout.
Sage 200
  1. Add the new order acknowledgement layout on the Choose Layouts window.
  2. Set up a preferred contact for the Account role in your customer account on the Contacts tab.
  3. Print your order acknowledgements to the spooler or as a preview. Click Email from the Preview pane.

Detailed instructions can be found on our online help system. Click here for the online helpfiles. 

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