Email Documents – Include Order Details in Email Text

When sending documents to email you could include details from the order header within the email text but you could not include order detail or account items. This new feature allows you to include this extra detail within the text of the message.

Installation

Within the Document Design Manager the Email parameters have been extended to allow a header section (the previous email text section), together with a new detail and footer section.

When including data items the system will continue to recognise !nnn to print data items from the order header file, the new standard is however !Xnnn where X is H for the Order Header file, A for the Accounts file and D for the Order Detail file. The Header and Footer sections of the email parameters can only report items from the header and accounts file, the detail section can include items from the header, accounts and order detail files.You can see the items available for selection from the Header, Accounts and Detail buttons at the bottom of the screen.

The ‘Wordwrap’ setting is used to control the omission of trailing blank lines in each section but note that a blank line will automatically appear between the header and start of details, between each detail, and between the last detail and footer section. If the wordwrap setting is not applied then blank lines are included.

Note