Dynamic Email Setup - Revision history

Anw: Text replacement - "OBS " to "Aptean "

2025-07-16T14:09:16Z

Text replacement - "OBS " to "Aptean "

← Older revision		Revision as of 16:09, 16 July 2025
Line 15:		Line 15:
	[[File:DynEmail2.PNG\|800px]]		[[File:DynEmail2.PNG\|800px]]

	'''NB: if in any doubt do not amend or change any settings within this screen as it will stop the system the working, contact ~~OBS~~ who will advise. '''		'''NB: if in any doubt do not amend or change any settings within this screen as it will stop the system the working, contact Aptean who will advise. '''
	== Email Setup ==		== Email Setup ==

Anw: Text replacement - "OBS Logistics" to "Aptean"

2025-07-16T14:07:37Z

Text replacement - "OBS Logistics" to "Aptean"

← Older revision		Revision as of 16:07, 16 July 2025
Line 149:		Line 149:


	Copyright ~~OBS Logistics~~ © 2008		Copyright Aptean © 2008

	The information contained herein is the property of ~~OBS Logistics~~ and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied		The information contained herein is the property of Aptean and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied
	</noinclude>		</noinclude>

Anw: In progress

2025-07-01T14:46:08Z

In progress

← Older revision		Revision as of 16:46, 1 July 2025
Line 13:		Line 13:
	The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.		The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.

	[[~~image:DynEmail1.PNG]]~~		[[File:DynEmail2.PNG\|800px]]

	~~[[image~~:DynEmail2.PNG]]

	'''NB: if in any doubt do not amend or change any settings within this screen as it will stop the system the working, contact OBS who will advise. '''		'''NB: if in any doubt do not amend or change any settings within this screen as it will stop the system the working, contact OBS who will advise. '''
Line 26:		Line 24:
	Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.		Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.

	[[~~image~~:~~DynEmail3~~.~~PNG~~]]		[[File:Cus-004.png\|800x800px]]

	Also the owner of the product must be set to run the despatch email: OBS_DESP, within the 'Owner ~~Maintainence~~' menu under the ‘Format’ tab.		Also the owner of the product must be set to run the despatch email: OBS_DESP, within the 'Owner Maintenance' menu under the ‘Format’ tab.

	[[~~image~~:~~DynEmail4~~.PNG]]		[[File:Own-011.PNG\|800px]]

	Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.		Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.
Line 38:		Line 36:
	This can be added to a supplier within the 'Supplier Wizard' screen, under the 'Buyer Address' tab.		This can be added to a supplier within the 'Supplier Wizard' screen, under the 'Buyer Address' tab.

	[[~~image~~:~~DynEmail5~~.~~PNG~~]]		[[File:WHSORA045-Buyer.png\|800px]]

	In addition, the owner must have the short allocation procedure set up and be setup to run the SHORT_RECPT procedure within the 'Owner ~~Maintaitence~~' menu under the 'Format' tab.		In addition, the owner must have the short allocation procedure set up and be setup to run the SHORT_RECPT procedure within the 'Owner Maintenance' menu under the 'Format' tab.

	[[~~image~~:~~DynEmail6~~.PNG]]		[[File:Own-011.PNG\|800px]]

	==== Owners Email ====		==== Owners Email ====
Line 48:		Line 46:
	This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.		This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.

	[[~~image~~:~~DynEmail7~~.PNG]]		[[File:Own-001.PNG\|800px]]

	=== Dynamic Email Setup: ===		=== Dynamic Email Setup: ===

Anw: Minor formatting change

2025-05-01T14:22:04Z

Minor formatting change

← Older revision		Revision as of 16:22, 1 May 2025
Line 7:		Line 7:
	*Short Allocation: this will email the owner.		*Short Allocation: this will email the owner.

	== Setup: ==		== Setup ==

	=== System Setup: ===		=== System Setup ===

	The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.		The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.
Line 17:		Line 17:
	[[image:DynEmail2.PNG]]		[[image:DynEmail2.PNG]]

			'''NB: if in any doubt do not amend or change any settings within this screen as it will stop the system the working, contact OBS who will advise. '''
	== Email Setup: ==		== Email Setup ==

	To use this functionality the following three groups will need email address’s setup; Customers, Suppliers, and Owners.		To use this functionality the following three groups will need email address’s setup; Customers, Suppliers, and Owners.

	==== Customers Email: ====		==== Customers Email ====

	Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.		Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.
Line 34:		Line 34:
	Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.		Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.

	==== Suppliers Email: ====		==== Suppliers Email ====

	This can be added to a supplier within the 'Supplier Wizard' screen, under the 'Buyer Address' tab.		This can be added to a supplier within the 'Supplier Wizard' screen, under the 'Buyer Address' tab.
Line 40:		Line 40:
	[[image:DynEmail5.PNG]]		[[image:DynEmail5.PNG]]

	In addition, the owner must have the short allocation procedure set up and be setup to run the SHORT_RECPT procedure within the 'Owner ~~Maintainence~~' menu under the 'Format' tab.		In addition, the owner must have the short allocation procedure set up and be setup to run the SHORT_RECPT procedure within the 'Owner Maintaitence' menu under the 'Format' tab.

	[[image:DynEmail6.PNG]]		[[image:DynEmail6.PNG]]

	==== Owners Email: ====		==== Owners Email ====

	This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.		This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.
Line 114:		Line 114:
	Once setup emails will be automatically triggered dependant on the defined ‘Email Type’.		Once setup emails will be automatically triggered dependant on the defined ‘Email Type’.

	== Usage: ==		== Usage ==

	As mentioned previously once setup emails will be automatically sent based on the following conditions:		As mentioned previously once setup emails will be automatically sent based on the following conditions:
Line 130:		Line 130:

	<noinclude>		<noinclude>

	=Document History=		=Document History=

Anw: Minor formatting change

2025-04-30T10:35:49Z

Minor formatting change

Show changes

Duttont at 15:27, 16 November 2010

2010-11-16T15:27:27Z

← Older revision		Revision as of 17:27, 16 November 2010
Line 156:		Line 156:

	•An order is short allocated for a owner who has a email setup.		•An order is short allocated for a owner who has a email setup.

			=== Resending ===

			The 'Email Maintenance' menu also has a tab for resending emails. To use this select the report you wish to resend, then select the 'Email Re-Send' tab.

			This will then present the user with a set of ranges to enter, for example a range of order numbers. Once the user clicks resend this will send the emails that are associated with the range of values again.

			[[image:DynEmail9.PNG]]

	=Document History=		=Document History=

Duttont at 10:05, 16 November 2010

2010-11-16T10:05:45Z

← Older revision		Revision as of 12:05, 16 November 2010
Line 15:		Line 15:
	The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.		The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.

	[[image\|DynEmail1.PNG]]		[[image:DynEmail1.PNG]]

	[[image\|DynEmail2.PNG]]		[[image:DynEmail2.PNG]]


Line 28:		Line 28:
	Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.		Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.

	[[image\|DynEmail3.PNG]]		[[image:DynEmail3.PNG]]

	Also the owner of the product must be set to run the despatch email: OBS_DESP, within the ‘Owner Maintainence’ menu under the ‘Format’ tab.		Also the owner of the product must be set to run the despatch email: OBS_DESP, within the ‘Owner Maintainence’ menu under the ‘Format’ tab.

	[[image\|DynEmail4.PNG]]		[[image:DynEmail4.PNG]]

	Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.		Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.
Line 40:		Line 40:
	This can be added to a supplier within the ‘Supplier Wizard’ screen, under the ‘Buyer Address’ tab.		This can be added to a supplier within the ‘Supplier Wizard’ screen, under the ‘Buyer Address’ tab.

	[[image\|DynEmail5.PNG]]		[[image:DynEmail5.PNG]]

	In addition the owner must have the short allocation procude set up and a be setup to run the SHORT_RECPT procedure within the ‘Owner Maintainence’ menu under the ‘Format’ tab.		In addition the owner must have the short allocation procude set up and a be setup to run the SHORT_RECPT procedure within the ‘Owner Maintainence’ menu under the ‘Format’ tab.

	[[image\|DynEmail6.PNG]]		[[image:DynEmail6.PNG]]

	==== Owners Email: ====		==== Owners Email: ====
Line 50:		Line 50:
	This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.		This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.

	[[image\|DynEmail7.PNG]]		[[image:DynEmail7.PNG]]

	=== Dynamic Email Setup: ===		=== Dynamic Email Setup: ===
Line 62:		Line 62:
	•OBS-SHALL – For Short Allocation emails		•OBS-SHALL – For Short Allocation emails

	[[image\|DynEmail8.PNG]]		[[image:DynEmail8.PNG]]

	‘Email title’ field must be added, this will complete the subject of the email. The ‘Email From Address’ field will be the email that the message is send from.		‘Email title’ field must be added, this will complete the subject of the email. The ‘Email From Address’ field will be the email that the message is send from.

Duttont at 10:04, 16 November 2010

2010-11-16T10:04:32Z

← Older revision		Revision as of 12:04, 16 November 2010
Line 15:		Line 15:
	The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.		The system is required to be configured to forward emails via a email server. This server must accept SMTP connections. A parameter needs to be added to the registry of the system containing the IP address of the email server. This parameter is added under the description of ‘EmailServer’ and data is set to the IP address of the server.

	[[image\|~~dynEmail1~~.PNG]]		[[image\|DynEmail1.PNG]]

	[[image\|~~dynEmail2~~.PNG]]		[[image\|DynEmail2.PNG]]


Line 28:		Line 28:
	Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.		Customers requiring emails must be setup in the ‘Customer Wizard’ menu. Once the required customer is found change the ‘Email Required’ field to ‘Yes’.

	[[image\|~~dynEmail3~~.PNG]]		[[image\|DynEmail3.PNG]]

	Also the owner of the product must be set to run the despatch email: OBS_DESP, within the ‘Owner Maintainence’ menu under the ‘Format’ tab.		Also the owner of the product must be set to run the despatch email: OBS_DESP, within the ‘Owner Maintainence’ menu under the ‘Format’ tab.

	[[image\|~~dynEmail4~~.PNG]]		[[image\|DynEmail4.PNG]]

	Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.		Now any customer who has an email address associated with an order will be emailed upon dispatch, providing the setup is complete. Please note that the orders FTA must have the email address populated otherwise this function will not be able to send the despatch confirmation.
Line 40:		Line 40:
	This can be added to a supplier within the ‘Supplier Wizard’ screen, under the ‘Buyer Address’ tab.		This can be added to a supplier within the ‘Supplier Wizard’ screen, under the ‘Buyer Address’ tab.

	[[image\|~~dynEmail5~~.PNG]]		[[image\|DynEmail5.PNG]]

	In addition the owner must have the short allocation procude set up and a be setup to run the SHORT_RECPT procedure within the ‘Owner Maintainence’ menu under the ‘Format’ tab.		In addition the owner must have the short allocation procude set up and a be setup to run the SHORT_RECPT procedure within the ‘Owner Maintainence’ menu under the ‘Format’ tab.

	[[image\|~~dynEmail6~~.PNG]]		[[image\|DynEmail6.PNG]]

	==== Owners Email: ====		==== Owners Email: ====
Line 50:		Line 50:
	This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.		This can be added to an owner as a default email within the ‘Owner Maintenance’ menu.

	[[image\|~~dynEmail7~~.PNG]]		[[image\|DynEmail7.PNG]]

	=== Dynamic Email Setup: ===		=== Dynamic Email Setup: ===
Line 62:		Line 62:
	•OBS-SHALL – For Short Allocation emails		•OBS-SHALL – For Short Allocation emails

	[[image\|~~dynEmail8~~.PNG]]		[[image\|DynEmail8.PNG]]

	‘Email title’ field must be added, this will complete the subject of the email. The ‘Email From Address’ field will be the email that the message is send from.		‘Email title’ field must be added, this will complete the subject of the email. The ‘Email From Address’ field will be the email that the message is send from.

Duttont at 09:58, 16 November 2010

2010-11-16T09:58:44Z

← Older revision		Revision as of 11:58, 16 November 2010
Line 55:		Line 55:

	Emails can be setup within the ‘Email Maintenance’ menu. This screen allows users to Add New email templates. Templates are dependent on the template description. The following template descriptions can be used:		Emails can be setup within the ‘Email Maintenance’ menu. This screen allows users to Add New email templates. Templates are dependent on the template description. The following template descriptions can be used:

	•SHORT_RECPT – For short receipt emails		•SHORT_RECPT – For short receipt emails

	•OBS_DESP – For Despatch Confirmations		•OBS_DESP – For Despatch Confirmations

	•OBS-SHALL – For Short Allocation emails		•OBS-SHALL – For Short Allocation emails

Line 63:		Line 66:
	‘Email title’ field must be added, this will complete the subject of the email. The ‘Email From Address’ field will be the email that the message is send from.		‘Email title’ field must be added, this will complete the subject of the email. The ‘Email From Address’ field will be the email that the message is send from.
	The ‘Message Type’ field controls in which scenarios the email will be sent. The available scenarios are as follows:		The ‘Message Type’ field controls in which scenarios the email will be sent. The available scenarios are as follows:

	•Despatch		•Despatch

	•Short Receipt		•Short Receipt

	•Short Allocation		•Short Allocation

	The ‘Test Email To Address’ field and ‘Test’ button can be used to forward emails to a specified address for testing purposes.		The ‘Test Email To Address’ field and ‘Test’ button can be used to forward emails to a specified address for testing purposes.
	The ‘Email Body’ field allows users to specific a email, either as plain text or as HTML. Tags can be entered into this field allowing for dynamic data to be inserted into the email.		The ‘Email Body’ field allows users to specific a email, either as plain text or as HTML. Tags can be entered into this field allowing for dynamic data to be inserted into the email.

Duttont at 09:58, 16 November 2010

2010-11-16T09:58:14Z

@@ Line 149: / Line 149: @@
 •An order is short allocated for a owner who has a email setup.
 =Document History=
@@ Line 184: / Line 167: @@
 | <center>LSM</center>
 |}
 Copyright OBS Logistics © 2008
 The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied