This tab is used to record the contacts against the customer, setup the Vision EDI reports which are sent to them, and configure the default notification emails.
Email addresses entered are most often an individual, but they can also be group email accounts (also known as aliases or mailing lists such as ‘purchasing@domain.com’ which are distributed to a number of different people).
EDI Reports
Vision EDI generated reports are sent to the email addresses configured here.
Reports must first be scheduled in EDI in order to setup the contacts to receive them, this can be done by customer’s themselves via Vision CIS (User Profile) or by Vision EDI users (Scheduling Reports).
Checkbox | Details |
|---|---|
GR | Goods received, if the contact should receive receipt advices for stocks received on a pre advice |
QA Release | If manufactured stocks are released from QA freeze / hold, should the notification be sent to the contact |
Short Pick | If orders are confirm picked with less stock than ordered, should a notification be sent to the contact |
Others | Other email notifications which the system generates, click the button and in the screen displayed tick if the contact should receive the automated email for the notifications displayed |
Invoicing
Tick the ‘Email’ button if the contact should receive all invoicing emails. If there are different contacts that you want to receive different invoice emails, use the ‘Specify’ button instead.
System integration
If your customer integrates their own system (such as Vision Commerce) electronically with Vision using the file method (not API), you would normally set up a dummy contact/email address specifically for this purpose.
You can view all the other customer maintenance tabs by selecting a link from the menu below :