Marketing Documents and email Configuration

Marketing Documents and email Configuration

Configure Marketing Documents Process

To enable the replication of certain information from Sales Order to Purchase Order in participating branch companies, perform the following steps:

1.   In the top menu bar of the Administration Console, choose the Preferences option.

2.   In the left frame, choose the Marketing Documents Configuration option.

3.   To enable the replication from Sales Order to Purchase Order in participating branch companies, select the checkbox(es):

·        To replicate the delivery date, select Replicate Delivery Date at line level from Sales Order to Purchase Order.

·        To replicate quantity, select Replicate Quantity at line level from Sales Order to Purchase Order.

·        To replicate payment terms, select Replicate Payment Terms at header level from Sales Order to Purchase Order.

4. Choose the Save button.


Sender E-mail Configuration

To define the email address from which e-mail alerts about Intercompany transactions are received, perform the following steps:

  1. In the top menu bar of the Administration Console, choose the Preferences option.
  2. In the left frame, choose the Sender E-mail Configuration option.
  3. In the Sender's E-mail Address field, enter the email address. 
  4. Choose the Save button.
  5. The default e-mail address is Admin.