[ B E N E F I T S ] Send the right documents to the right customers Flexible capabilities let you choose which customers will receive electronic documents, as well as select the type of document you want to send - for example, Invoices, Credit Memos, Debit Memos, Finance Charges, and Returns. Choose formats that work for you and your customers Create documents in a wide range of formats - including Microsoft Excel, XML, PDF, and HTML - on a customer-bycustomer basis, helping ensure seamless communication across applications and platforms. Tailor documents to meet specific needs Quickly create documents using a template, or design your own with the Crystal Report Designer. Easily add personalized notes in the e-mail body. Improve scheduling and delivery efficiencies Schedule document delivery for specific times of day or during off-peak hours. Activity logs and error reports help you monitor processes and ensure customers receive sales document e-mails according to schedule.

Schedule and define the rules for sending invoices, credit memos, sales orders and other sales documents to customers using Business Portal Electronic Document Delivery.

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Flexible Electronic Document Delivery
Organize and schedule the e-mail delivery of sales documents to the customers you specify.

Multiple Form Selection
Choose which documents you want to send, including Sales Orders, Invoices, Credit Memos, Debit Memos, Finance Charges, and Returns.

Custom or Standard Templates
Choose the document template, or design your own documents using Crystal Reports Report Designer (purchased separately). Crystal Reports templates for all document types are included.

Flexible Formatting
Choose the document format you want to use - including Microsoft Excel, XML, PDF, HTML, and more - on a customer-by-customer basis.

Familiar Print Options
Access the same print options that are available in Microsoft Dynamics GP Receivables Management, Invoicing, and Sales Order Processing, so the customer experience is similar whether documents are printed in Business Portal or Microsoft Dynamics GP.

Automatic E-mail "Send To" Field Population
If using the e-mail statements feature in Microsoft Dynamics GP, you can populate the "send to" e-mail address when sending sales documents, helping reduce the administrative time required during the setup phase.

Add Personalized Notes to E-mail
Customize notifications messages and insert objects, such as customer name, customer contact, document amount, document sum amount, document count, or document number.

Customized Delivery Schedules
Schedule e-mail deliveries to occur at specific times of the day or during off- peak hours.

Customized Company Setup
Customize the system to only allow specific types of documents to be distributed, enable templates and notification IDs to be attached to the document types, or override this option at the customer level.

Customized Customer Setup
Customize settings for each customer, including: the type of document a customer can receive, the type of formatting to use, the document template and notification ID, e-mail size limitations, and more.

Document Tracking
Keep track of the number of documents sent electronically to a customer.

Activity Logs and Error Reporting
Review activity logs and error reports to monitor processes and ensure customers are receiving their sales document e-mails. Document errors are flagged and can be viewed and corrected, and activity logs enable you to quickly resend documents when necessary.
 

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