AddonSoftware Administration - Report Control Documents
FunctionUse Report Control in AddonSoftware to set up automated addition of various reports to the Barista Document Queue for email or fax transmission. The Report Control Documents form captures information about the reports/documents that will be automated, and the Report Control Recipients form captures the email or fax information for one or more recipients for each report in the Report Control Documents table.
Some documents, such as AR Invoices or Statements, are "batch mode," meaning that several documents may be added to the Document Queue for each Invoice or Statement run. As such, several Report Control Recipient records will likely exist for each Report Control Documents record. Other documents are stand alone and intended for email or fax transmission to a single recipient.
The [Display additional options] button launches the Report Control Recipients form from the Report Control Documents form to access the recipients in a modal fashion, i.e., for one specific report.
=> To access this task... Select Report Control Documents from the Report Control menu.
Report Control Documents
About the FieldsThe Report Control Documents form receives defaults from the AddonSoftware Company Information table, and also interfaces with the Barista Email Accounts table.
In the Report Alias or ID field...
From the Recipient Type dropdown...
In the Email Account field... This field is optional.
In the Logo File Name field... This field is optional.
In the Default Subject field... This field is optional.
In the Default Message field... This field is optional. Enter text for the email message or fax coversheet. Text entered here flows into the Report Control Recipients form as a default.
When finished entering information...
If the window is closed without saving the record, the module issues this confirmation prompt:
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