Using Supporting Documents

Prerequisites for Supporting Documents

To generate information folios, pro-forma folios, and confirmation letters as supporting documents for fiscal partner.

Note:

Document Type CONFIRMATION_LETTER is only visible when the Confirmation Letters OPERA Control is active. Document Type PROFORMA_FOLIO is only visible when the Generate Proforma Folio OPERA Control is active.

Sending Supporting Documents to a Fiscal Printer

To send supporting documents in Failure status to fiscal partner.

Note:

Select Document Type to filter on Pro-Forma Folios when Generate Proforma Invoice OPERA Control is active. Select Document Type to filter on Confirmation Letters when Confirmation Letters OPERA Control is active.

1. From the OPERA Cloud menu, select Miscellaneous, select Supporting Documents.

2. Enter search criteria, then click Search.

3. Select the document number in the search result, then click the vertical ellipsis Actions menu and select Send.

Previewing Information Folios and Pro-Forma Folios from Supporting Documents

To preview, e-mail, or download a supporting document.

1. From the OPERA Cloud menu, select Miscellaneous, select Supporting Documents.

2. Enter search criteria, then click Search.

3. Select the document number in the search result, then click the vertical ellipsis Actions menu and select Print/Preview.

   1. On the Report Destination page.

      1. Folio Style: The default folio style is displayed; click to select a different folio style. For more information, see Selecting Folio Styles for Viewing, Printing.

      2. Click View in Currency to select a currency from the list (available when the Ability to Quote Rates in Foreign Currencies OPERA Control is active).

         1. Select a currency from the list.

         2. Click Select.

      3. Folio Text: Click to add folio-specific text to appear when generating the folio (available when the Additional Folio Text OPERA Control is active).

         1. Enter Promotional or Reference text into the fields.

         2. Click Save.

      4. Select a destination.

         1. Preview: Select to generate as PDF file. 

         2. Email to Print: Select a printer from the list. For more information, see Configuring Printers.

         3. E-mail: Select an e-mail address from the list.

            1. Click New E-mail to add an e-mail address.

               1. E-mail Type: Select an e-mail type from the list.

               2. E-mail Address: Enter an e-mail address.

               3. Click Save.

         4. Download: Select to download PDF file.

      5. Click Process.

Previewing Confirmation Letters from Supporting Documents

To preview a supporting document.

1. From the OPERA Cloud menu, select Miscellaneous, select Supporting Documents.

2. Enter search criteria, then click Search.

3. Select the document number in the search result, then click the vertical ellipsis Actions menu and select Print/Preview.