Page History

Overview

They can do this online without your assistance by:

1. selecting an invoice and requesting a reprint
2. entering an email address
3. selecting a format (.pdf or .csv.)

Invoice reprint requests are sent from the web to your ERP, and then 'printed' using either email2me, or TrueForms Director.

Step-by-step guides

In PRONTO

Using email2me

1. Ensure the latest proledb.spl import program is installed.
2. Access the Override program table (SYS.M359)
3. Set CSS_INVPRT to 'E2ME'

Using TrueForms

1. Ensure the latest proledb.spl import program is installed.
2. Set up a new entry in the $PRONTO/lib/printers file as follows:
   cssinvoice, type=trueform, lpr=/xxx/lbin/cssinvoice $1, no_ff, no_form_type,
   where xxx is the pronto directory (e.g. /home/pronto/lbin/cssinvoice would be the full path if /home/pronto was the PRONTO directory)
3. cd $PRONTO/lbin
4. vi cssinvoice
5. insert the following code: (use i for insert)
   cat $1 >/tmp/cssinvoice 
6. Save the file (:wq!)
7. chmod +x cssinvoice
8. Determine the PRONTO virtual printer for emails from TrueForms - its normally called "email" or "ztf-email" or similar
9. Login to PRONTO
10. Access the Override program table (SYS.M359)
11. Enter the following codes:
    1. CSS_EMAIL: set the the name of the virtual printer (from h. above)
    2. CSS_FR_EM: the name of the from address (e.g. accounts)
    3. CSS_FR_DM: the domain name (e.g. bhp.com.au) - this would make the full from email = accounts@bhp.com.au
    4. CSS_INVPRT: set to TF or TFN
       (If you are using True Forms Director - TF or True Forms NEO - TFN)
12. Ensure the Commerce Vision user (normally commvisi) does not have the "spool" option set in the Credit Release Officers table (SYS.X053).

On the Integrator

1. Select the Settings gear icon.
2. Select the Timing Items tab.
3. In the Reprints section, check the 'Invoices' box.
   
4. Click 'Apply', then OK.
5. Stop and restart the Integrator.

On the website

1. In the CMS, navigate to Advanced Settings → System Preferences.
2. Select the Browse tab.
3. Tick 'Enable ERP Invoice Reprint'.
   
4. Click 'Update'.
5. For BPD, that's it.
6. For Classic sites: Create a new content template for the message to show customers once the request has been made.
7. Navigate to 'Content' → 'Assign Default Templates'.
8. Assign your new template in the 'Invoice Re-print Confirmation Template' field.
9. Click 'Update'.

Path to Credit Limit Officers Table:

Additional Information

Related help