Defining E-Document Email Recipients

If you want to use an e-document sending method that has an email sending channel, you must first define the email recipients for your customer or vendor. If the customer or vendor is a company, there should be at least one email recipient defined on the E-Document subtab on the customer or vendor record. If the customer or vendor is an individual, make sure it has an email address.

Note:

The system can send an e-document by email to a maximum of 10 recipients for each customer or vendor. The system counts each contact added as a recipient. If you add the same contact multiple times, each instance is considered an individual recipient.

To define e-document email recipients:

Create or edit a customer or vendor record.
On the E-Document Email Recipient subtab under the E-Document subtab, select a contact or select New to create a new contact.

Note:
When you select an email recipient, only contacts with valid email addresses associated with the customer or vendor are available for selection in the dropdown list.
Click Add after selecting each contact.
Click Save.

Note:

For transfer order, basic and journal style custom transaction types, you can define the email recipients directly in the E-Document Email Recipient field from the E-Document subtab. The email recipients are also applicable for item fulfillment transactions.

To define e-document email recipients:

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