Set a deviating contact and e-mailing/printing per report type

For the sales contact, you can deviate from the general settings for each report type. For example, here you can indicate that you always print a specific report or specify a deviating contact.

In the entry layout itself, you can deviate from this using the Deviating contact field. For example, while you are adding an invoice for this sales contact.

To set a deviating contact and supply type for a report type:

1. Go to:
   • Order Management / Sales / Sales contact
   • Financial / Debtor / Debtor
2. Open the properties of the sales contact
3. Go to the tab: Digital.
4. Click on the action: Maintain.

   At the top of the entry layout, you see what the general setting is for this contact for the supply type and contact person.

5. Click on: New.
6. Select New.
7. Select the Report type:, such as sales order or sales invoice, for which you want to set a deviating contact person and/or deviating issue method.
8. Select a value for Issue method.
9. Select the Contact.
10. Click on: Finish.

See also:

• Set the general preference for the issue method and contact for a sales contact
• Configure the option for selecting a deviating contact person in sales orders, etc.
• Configure a deviating contact for project invoices per project