Authorise the e-mail and print report actions

You can send (multiple) lines in the view to your contacts using the E-mail, Print and Output actions. You can authorise these actions separately for each part of the order process. So, for instance, you can set it so that someone can in fact e-mail an quotation, but not a sales invoice.

To authorise supply actions:

  1. Go to:General / Management / Authorisation tool.
  2. Follow the procedure for authorising actions.

Directly to

  1. Configure report e-mailing and printing
  2. Change/add reports
  3. Authorisation
  4. Configure the queue for printing reports
  5. Configure report e-mailing
  6. Configure a sales contact for e-mailing and printing
  7. Configure a purchase contact for e-mailing and printing
  8. Change a view for processing
  9. Configure e-mailing and printing in an entry layout
  10. E-mail and print reports (usage)