Set a CC recipient per report type

U kunt rapporten die u verstrekt via de Output-wizard naast aan het contact ook als cc aan een ander contact bij de relatie verstrekken. Dit stelt u per rapporttype in.

You use this, for example, if a sales contact wants to receive all reports by e-mail, addressed to contact person Jorik Nedervoort, while contact person Mark van Sloten should also receive a copy of project invoices by e-mail. In that case, you configure this exception by setting up a CC recipient for the Project invoice report type.

You can set this up for all report types, from purchase order (in the creditor properties) to sales invoice (in the debtor properties).

To set a CC recipient per report type:

1. Go to:
   • Order Management / Sales / Sales contact
   • Order Management / Purchase / Purchase contact
   • Financial / Debtor / Debtor
   • Financial / Creditor / Creditor
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. On the (new) line, select a value in Report type: or select an existing line.
6. Click on the action: CC recipients.

   This action cannot be selected if the issue method to be used for the line is 'Print'.

7. Select a Contact.
8. If applicable, select more contacts who should receive a copy of the report.
9. Click on: Finish.