Sending Of Documents by E-mail From The Contract

Button Send Documents (Send Document) allows you to generate an e-mail that contains a document attachment that was generated from a template (which were also defined in the Printout Definition).

When the button is pressed, the system executes:

• Opens the filtered list of printouts (filtered list of printouts from the Printout Definition table on which):

  • the user has been assigned permissions (see Business Setup) and

  • table ID is set=4026397

  • meet the filters set in the Printout Definition against the dates of the given leasing contract and object:

  • Fields from Contract:

    • If the function is launched from a contract, it goes directly through the contract number

    • If the function is run from a subject, it first detects the contract number from the subject and then goes to the contract

    • These are the fields:

      • Customer No. – same as in the contract or empty

      • Financing Product Type Filter – must have the Financing Product Type from the contract or empty

      • Financing Product Filter - must have Financing Product Type from the contract or empty

      • Detailed Contract Status Filter - must have Detailed Contract Status from the contract or empty

      • Language Code – must have a Language Code (4047130) with a contract or empty

  • Fields from the subject:

    • If the function is run from an object, it goes directly through the object number

    • If the function is run from a contract, it first detects the number of the first object from the contract and then goes to the object

    • These are the fields:

      • Object Category – All or as on Item+1

      • Group – same as on the object or empty

      • Used Financed Object – All or the same as on the object (note that the object is a flag)

  • It does not filter fields from insurance or other fields.

The user then selects the printout he wants to print (Select=A) and if he wants the generated e-mail to open in the system's mail client, he also sets Parameter Input=A on the document and confirms the Ok button. The system then checks whether the necessary settings are defined in the Printout Definition (see Business Setup):

• Custom Report Layout Code

• Email Body Layout Code

• E-mail Subject

• E-mail Attachment Name

• Send To

If all settings are entered, the system performs checks:

• If the Check Colour=Y flag is enabled in the Printout Definition on a given document, the OC will check if the Colour Code (20025) field is not empty on the subject of the contract:

  • If it is empty, it will display an error message and will not allow you to continue:

    Open

    

  • If it is not empty, it continues.

• If the Check Interior Colour=Y flag is enabled in the Printout Definition on a given document, the OC will check if the Interior Colour field (247) is not empty on the subject of the contract:

  •  If it is empty, it will display an error message and will not allow you to continue:

    Open

    

  • If it is not empty, it continues.

• The system will open a standard dialog window to specify additional parameters.

If the checks were not performed or were in order, the e-mail opens the attachment with the document.

The user can then send the e-mail (Send email button), or edit the text, etc.