Using Supporting Documents
Note:
Document TypeCONFIRMATION_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.-
From the OPERA Cloud menu, select Miscellaneous, select Supporting Documents.
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Enter search criteria, then click Search.
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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.
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From the OPERA Cloud menu, select Miscellaneous, select Supporting Documents.
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Enter search criteria, then click Search.
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Select the document number in the search result, then click the vertical ellipsis Actions menu and select Print/Preview.
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On the Report Destination page.
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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.
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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).
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Select a currency from the list.
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Click Select.
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Folio Text: Click to add folio-specific text to appear when generating the folio (available when the Additional Folio Text OPERA Control is active).
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Enter Promotional or Reference text into the fields.
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Click Save.
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Select a destination.
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Preview: Select to generate as PDF file.
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Email to Print: Select a printer from the list. For more information, see Configuring Printers.
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E-mail: Select an e-mail address from the list.
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Click New E-mail to add an e-mail address.
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E-mail Type: Select an e-mail type from the list.
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E-mail Address: Enter an e-mail address.
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Click Save.
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Download: Select to download PDF file.
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Click Process.
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Previewing Confirmation Letters from Supporting Documents
To preview a supporting document.
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From the OPERA Cloud menu, select Miscellaneous, select Supporting Documents.
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Enter search criteria, then click Search.
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Select the document number in the search result, then click the vertical ellipsis Actions menu and select Print/Preview.
Related Topics
Parent topic: Miscellaneous