- Open Setup, General parameters, Parameter values.
- Expand SUP chapter and click on Action button for the WRK
- Verify that you have an email server entered for parameter
- Click
- Click on Action button for RPT
- Verify that ASAIDEST parameter is set to
- Open Setup, Workflow, Workflow rules.
- Select APRINT
- Create a new workflow by changing APRINT name to a new name.
- Set the condition on the header to only run when using your report, for example,[F:ARP]RPTCOD="SBONFAC".
- Note: You may also want to either deactivate APRINT or add [F:ARP]RPTCOD<>"SBONFAC" so that only one workflow is triggered. Also, double check that you did not make a typo. Typos will result in no error messages being displayed to warn you. Emails will simply not generate.
- Note: You may also want to either deactivate APRINT or add [F:ARP]RPTCOD<>"SBONFAC" so that only one workflow is triggered. Also, double check that you did not make a typo. Typos will result in no error messages being displayed to warn you. Emails will simply not generate.
- On the Recipients tab, select [F:SIH]BPR as the recipient and the appropriate function.
- Note: Again, double check that you did not make a typo.
- Note: Again, double check that you did not make a typo.
- On the Message tab, verify that GFILPATH is set under attached documents.
- Click Save and
- Open Common Data, Customers, Customers.
- Select the customer you like to email.
- Click on Contacts tab and select the contact you like the email to go to and set them to the same function as the workflow function( in this example, Buyer).
- Open Sales, Invoices, Invoices.
- Create a new invoice for the customer above.
- Click Print to print the invoice.
- Select SBONFAC report( this is the report we set as part of the workflow)
- Choose output of
Note: You may also create destination that defaults to Message. - Click If everything was set up properly, you should receive a popup box showing you which email will be sent the attachment. Click OK.
- Note: If you do not receive this popup box, you either made a typo in one of the above sections, or you did not set up your email settings correctly. See linked article 56835, titled,"HTG - How to properly setup workflow email validation links to work."
- Your customer will receive an email with the attached invoice.