Overview
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Your B2B customers can reprint invoices for all of their orders in PRONTO 24/7 - regardless of the entry point (Online, POS, etc). They can do this online without your assistance by: - selecting an invoice and requesting a reprint
- entering an email address
- 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. |
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Invoice Reprints |
Warning |
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If you do not have all of the prerequisites listed in the table below, please contact Commerce Vision to discuss your needs. |
Step-by-step guides
In PRONTO
Using email2me
- Ensure the latest proledb.spl import program is installed.
- Access the Override program table (SYS.M359)
- Set CSS_INVPRT to 'E2ME'
Using TrueForms
- Ensure the latest proledb.spl import program is installed.
- 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) - cd $PRONTO/lbin
- vi cssinvoice
- insert the following code: (use i for insert)
cat $1 >/tmp/cssinvoice - Save the file (:wq!)
- chmod +x cssinvoice
- Determine the PRONTO virtual printer for emails from TrueForms - its normally called "email" or "ztf-email" or similar
- Login to PRONTO
- Access the Override program table (SYS.M359)
- Enter the following codes:
- CSS_EMAIL: set the the name of the virtual printer (from h. above)
- CSS_FR_EM: the name of the from address (e.g. accounts)
- CSS_FR_DM: the domain name (e.g. bhp.com.au) - this would make the full from email = accounts@bhp.com.au
- CSS_INVPRT: set to TF or TFN
(If you are using True Forms Director - TF or True Forms NEO - TFN)
- 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
- Select the Settings gear icon.
- Select the Timing Items tab.
- In the Reprints section, check the 'Invoices' box.
- Click 'Apply', then OK.
- Stop and restart the Integrator.
On the website
- In the CMS, navigate to Advanced Settings → System Preferences.
- Select the Browse tab.
- Tick 'Enable ERP Invoice Reprint'.
- Click 'Update'.
- For BPD, that's it.
- For Classic sites: Create a new content template for the message to show customers once the request has been made.
- Navigate to 'Content' → 'Assign Default Templates'.
- Assign your new template in the 'Invoice Re-print Confirmation Template' field.
- Click 'Update'.
Path to Credit Limit Officers Table:
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- Reduces cost to serve by eliminating contact with Accounts Receivable staff for invoice reprints.
- Ability for end users to get invoice reprints 24 / 7.
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Minimum Version Requirements | Multiexcerpt |
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| - PRONTO version 670
- proledb version is dependent on method used.
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Prerequisites | Multiexcerpt |
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| - You have a printer named 'email2me' set up on your network, OR
TrueForms Director is installed in your ERP environment - For PRONTO, version 670 or above is required
- A version of the Commerce Vision program proledb.spl dated after 27/11/13 for TrueForms, OR
proledb version 4.25 for email2me. - Shell access to the ERP Server
- A knowledge of ERP System Administration
- UNIX editor skills such as vi skills
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Self Configurable | Multiexcerpt |
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| Yes |
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Business Function | Multiexcerpt |
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| Self Serve |
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BPD Only? | |
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B2B/B2C/Both | Multiexcerpt |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Ballpark Hours From CV (if opting for CV to complete self config component) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| 3 |
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Ballpark Hours From CV (in addition to any self config required) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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Third Party Costs | Multiexcerpt |
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MultiExcerptName | Third Party Costs |
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| $ - |
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CMS Category | Multiexcerpt |
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| Advanced Settings → System Preferences |
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Related articles
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type | page |
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cql | label in ("invoice","pronto","reprint","accounts","treuforms","orders") and type = "page" and space = "KB" |
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labels | invoice reprint orders treuforms pronto accounts |
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