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Sparkrock

Performing Administrative Setup Steps

Before you can begin using the Email Management to send documents electronically to clients or vendors, some initial setup steps need to be performed.

Completing the SMTP Mail Setup

SMTP Mail Setup is used to configure the SMTP settings to be used for emailing together with the sender name and email address.

To perform the SMTP Mail set up:

1. In the Search field, enter SMTP Mail Setup.

2. Select either option that displays.

    The SMTP Mail Setup window opens.


 

3. Use the following table to complete the fields in the SMTP Mail Setup window.
 

Field

Value/Description

SMTP Server

Enter your SMTP Server IP or name. (This information may already be provided.)

SMTP Server Port

Enter your SMTP port number.

Authentication

From the drop-down list, select a value. (Consult your internal IT Department if you are unsure what value to select.)

User ID

Enter the User ID to be associated with this mail setup. This is optional and is based on the method of authentication selected.

For example, if you selected Anonymous or NTLM, then a user ID and password are not required and these fields are not editable).

Password

Enter the Password to be associated with this mail setup. This is optional and is based on the method of authentication selected.

For example, if you selected Anonymous or NTLM, then a user ID and password are not required and these fields are not editable).

Secure Connection

Select this check box if a secure connection is required.

Sender E-mail Address

Fill in a default sender email. (Not required for EFT but required for completing the SMTP setup.)

Sender Name

Fill in a default sender name. (Not required for EFT but required for completing the SMTP setup.)

4. Click OK to close the window.

Completing the Email Setup

To perform the Email set up:

1. In the Search field, enter Email Setup.

2. Select the option.

    The Email Setup window opens.


 

3. In the Server PDF Path field, enter a path located on the service tier server where the files will be temporarily stored before being emailed.

4. From the Report ID drop-down, select the appropriate option.

NOTES:

  • This is not used for EFT. This option supports only Purchase Orders, Posted Sales Invoices, and Posted Sales Credit Memos.
  • Ensure the report you select here corresponds to the report defined in the Report Selection for the respective functionality (Purchase Orders, Sales Invoices, etc.)
  • The standard report numbers are as follows:
    • Purchase Order:                10122
    • Sales Invoice:                    10074
    • Sales Credit Memo:           10073

      Once you make a report ID selection, the Email Body Subform is initiated.
       

5. In the Email Body Subform in the Text section, enter content to predefine the body of the email for the automatically generated message.

6. Select the Start New Paragraph text box for each new section of text.

7. Click OK when you finish.

Completing the EFT Setup

For details on configuring the EFT settings, refer to the Purchase and Payables Setup section of the Electronic Funds Transfer (EFT) Setup and User Guide.

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