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.
Before the tick becomes available on this form the Reports must be scheduled in EDI. Setup directly in EDI (Scheduling Reports) or the customer can do this via VCIS (User Profile)
Email Options
Checkbox | Details |
|---|---|
GR | Goods received, if the contact should receive receipt advices for stocks received |
QA Release | Notification when manufactured stocks are released from QA freeze / hold |
Short Pick | Notification when orders being confirm picked with less stock than ordered |
Email Others
There are other new notifications which can be setup to inform customer contacts of specific events, the list in this window will continue to expand as new features are added.
In order for the contract to be notified they need to have a tick against the notification ID they want to receive information about and then you save the record
Invoicing - Specify
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.
Pressing specify will bring up the following Invoicing options:
All of these 5 options must be ticked in order for the invoices to email. These do not all have to be set under the same customer contact, however, and can be spread across multiple. Only activating 1-4 of these 5 options will turn off the print option against the customer in Vision Invoicing if you have these apps linked. Re-enabling all 5 options will also re enable print against the Vision Invoicing customer.
System integration
If your customer integrates their own system (such as Vision Commerce) electronically with Vision using the file method (not API), you can setup a dummy contact account to receive the information.
You can view all the other customer maintenance tabs by selecting a link from the menu below :