Invoice Reprints using TrueForms

Overview

Your B2B customers can reprint invoices for all of their orders in PRONTO 24/7 - regardless of the entry point (Online Store, POS, etc). 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 TrueForms Director.

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'.
       

Path to Credit Limit Officers Table:

Related articles

• Page:
  Web Category and Product maintenance in PRONTO
• Page:
  Preferred Delivery Date
• Page:
  How Order Integration Works
• Page:
  Standing Orders Settings
• Page:
  Order Templates

Additional Information

Additional info content