Change the view for processing

You can expand the views for quotations, packing slips, etc., with the Printed, E-mail processed and Completely processed fields to see whether, and if so, which orders/packing slips, etc., have been completely processed. You can use this, for instance, to see whether or not the lines have been completely processed after completion of the Output wizard.

To add fields to views:

  1. Go to: the view that you want to change. For instance, via Order Management / Sales process / Sales quotation.
  2. Add the Printed, E-mail processed and Completely processed fields as described in Change a view.

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)