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Warning

If you do not have all of the above, please contact Commerce Vision to discuss your needs

 

Step-by-step guide

 

  1. In PRONTO ERP
    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).

  2. On the Integrator:
    1. Select the 'Settings' gear icon.
    2. Select the 'Timing Items' tab.
    3. In the Reprints section, check the 'Invoices' box


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

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