Authorisation for e-mailing reports

You authorise the menu options and actions required for e-mailing reports.

Configure authorisation:

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: Group maintenance.
  3. Select the group to authorise.
  4.  Go to the tab: Menu.
  5. Select the check box for the menu options to be authorised:
    •  General / Environment / Management / Properties.
    • General / Management / Message / Message template
    • General / Configuration / Integration settings / Sales contact profile
    • General / Configuration / Integration settings / Purchase contact profile
    • Financial / Management / Settings
  6. Go to the tab: Authorisation.
  7. Go to: General / Environment / Management / Properties.
  8. Authorise the tab: E-mail.
  9. Go to: Financial / Debtor / Sales contact profile.
  10. Authorise the tabs: Message template and Invoice message template.
  11. Go to: Financial / Creditor / Purchase contact profile.
  12. Authorise the tab: Message template.

    Bas_E-mailserver en afzender autorisatie

  13. Go to: Financial / Management / Settings / Reminder set.
  14. Authorise the tabs:

    Bas_E-mailserver en afzender autorisatie

  15. Close the Authorisation tool.
  16. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen.

 See also

  • Configure authorisation

Directly to

  1. Configure report e-mailing
  2. Change/add reports
  3. Authorise the e-mail configuration
  4. AFAS Online email server conditions
  5. Environment e-mail settings
  6. Set up a message template
  7. Configure e-invoicing
  8. Configure sales contacts for e-mailing and printing
  9. Configure purchase contacts for e-mailing and printing
  10. Allow the e-mailing of credit invoices using the Output wizard
  11. Translate supply report PDF file name
  12. Issue a report by e-mail