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How do I set up email server routing for outbound documents?

Overview

In metasfresh, you can use email server routing to specify the contact/user whose email address shall be added automatically to a specific document upon its creation in order to make sending emails from “Outbound Documents” even easier and more efficient.

Steps

  1. Open “Outbound Email Server (SMTP)” from the menu.
  2. Create a new entry.
  3. Pick a Mail Box to use for sending emails from metasfresh.
  4. In the field Column User To, either pick Ansprechpartner (= Contact) or Rechnungskontakt (= Bill-to contact) depending on whose email should be used.

    Note: Make sure the email address of the respective contact is provided in the entry of the associated business partner.

  5. Pick a Document Base Type for which the previously defined contact shall be notified upon its creation, e.g., Sales Order, AR Invoice, Material Delivery, etc.
  6. Optional: Pick a specific Process.
  7. Optional: Pick a Doc Sub Type.
  8. metasfresh saves the progress automatically.

Next Steps (optional)


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