EV Mail – Setup Guide
Table of contents
1 Document 4
1.1 Abbreviations 4
1.2 Document history 4
2 Feature Overview 6
3 EV Mail Apps 7
3.1 License Requirements 7
3.2 License Keys 8
4 Email Setup 9
4.1 Overview of the General Setup 9
4.2 Email Statement Setup 11
4.3 Required Setup fields: 12
4.4 Optional and advanced setup fields 12
4.5 Statement Period 13
4.6 Mark existing Posted Documents as “Do not Send” 14
5 Assisted Setup / Setup Wizard 15
6 Email Accounts 16
7 Email Templates 18
7.1 The General Fast Tab 18
7.2 The Transmission Fast Tab 20
7.3 The Email Body area when Template Selection is setup for Embedded File 21
7.4 The Email Body area when Template Selection is setup for Body Layout 21
7.5 Using wildcards in the email body 22
7.6 Email Template Attachments 23
7.7 Sender Accounts 24
7.8 Document specific Attachments 25
8 User Setup (E-Mail) 26
9 Customer Master Data 27
9.1 Language Code 27
9.2 Document Sending Profile 28
9.3 Document Sending Profile Setup examples 29
9.4 Microsoft Business Central E-Documents 33
9.5 Email Recipients 36
9.6 Advanced Email Settings 37
9.7 Additional Email Recipients on Customer/Vendor 38
9.8 Additional Email Recipients on Documents 39
10 Retention Policies 41
11 Identifying which email address to use on Documents 42
11.1 Sales Documents 42
11.2 Issued Reminders and Finance Charge Memos 43
11.3 Customer Statement 44
11.4 Outbound Purchase Documents 45
11.5 Service Documents 46
12 New actions and features on Documents 47
12.1 Action: Send by Email / Email Confirmation 47
12.2 No. of Email Log Entries 48
12.3 Action: Post and Send… / Send… 49
12.4 Activity Log 50
13 Batch Sending Posted Documents 51
13.1 Document Exchange Status and Activity Log Entry 52
13.2 Update Posted Document and control the delivery 53
13.3 Bulk updating the Delivery Status on multiple Documents 53
14 Batch Emailing Documents 54
14.1 Batch Emailing Sales Order Confirmations 54
14.2 Batch Emailing Posted Sales Shipments 54
15 Emailing Customer Statements 55