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Set the general preference for the issue method and contact for a purchase contact

For the purchase contact, you can record the general preference for the issue method: e-mailing or printing. Here you also record the preferred contact person that you can address.

To record the general preference for the issue method and contact person:

  1. Go to:
    • Order Management / Purchase / Purchase contact
    • Financial / Creditor / Creditor
  2. Go to the tab: General.
  3. In Preferred issue method, select how this contact wants to receive his reports:
    • Print
    • Print and e-mail PDF
    • E-mail PDF
    • E-mail PDF + invoice as e-invoice.

      With this last option you issue an e-invoice (in UBL format) for all invoice types. For quotations, etc., only an e-mail message with a PDF is sent.

  4. In Preferred contact, select the contact from the contact persons at this organisation that you want to set up as a general contact.
  5. Click on: Finish.

Directly to

  1. Configure e-mailing and printing for a purchase contact
  2. Change/add reports
  3. Set default reports in a purchase contact profile
  4. Set a general preference for e-mailing or printing for a purchase contact
  5. Set a deviating issue method and contact person per report type for a purchase contact
  6. Issue a purchase order or payment specification (usage)

Process

Set e-mailing/printing

Work area

bas