Atrieve Finance

Appendix N - Global Email Profile

The global email profile is part of the 'Advanced DDS' (Document Distribution Services) package (paid for license). This facilitates the email transfer of forms as PDF or text formatted attachments. This profile exists within BAS, OPS, & PRM and can be used to setup the following forms:


PRODUCT        FORMS

BAS                 PO, EFT Notification

OPS                 Earnings Statement

PRM                 Staff Change Form, ADS Form, Union Staff Change Report


NOTE: Within OPS, forms can be setup for each payroll.

 


The screen above defaults to inquiry mode.


PRODUCT

Use <FIND> to display a list of products. Currently only BAS, OPS, and PRM have available forms.


PRODUCT ID

This field relates to OPS only. If product 'OPS' is selected, <FIND> displays a list of available payrolls.

 

PROCEDURE

Use <FIND> to display available forms for the product selected.

ENABLED

This field defines whether the advanced DDS email options are being applied for the selected procedure.


DEFAULT SETTINGS

The default settings define the email message that is sent.


REPLY-TO ADDRESS

Enter the email address the email is from. This will display to the email recipient as the 'From' email address.

 

SUBJECT

Enter the subject to display to the email recipient. Available keywords are defined below:


PRODUCT   KEYWORD             DESCRIPTION

BAS             &OrderNo               PO form, inserts the PO #

BAS             &Vend                    EFT Notification, inserts the vendor #

BAS             &APR                     EFT Notification, inserts the APR #

OPS             &ID                         Earnings Statement, inserts payroll ID

OPS             &Per                       Earnings Statement, inserts period

OPS             &EmpNo                 Earnings Statement, inserts employee #

OPS             &NameDate            Earnings Statement, inserts employee name and date OPS                    &NamePeriodDate Earnings Statement, inserts emp. Name, period, and date OPS             &EmpPeriodDate    Earnings Statement, inserts emp. #, period, and date OPS                    &EmpDate              Earnings Statement, inserts employee # and date


MESSAGE

Enter the subject to display to the email recipient.

 

READ-REQUEST

Enter 'Y' if you would like a reply email confirming the email recipient received the email. Enter 'N' if you do not want a reply.

FORMATTING PARAMETERS

The formatting parameters control the formatting of the attached file. These parameters conform to Postscript standards (printer language).

 

PAGE LENGTH

Page length in inches

 

LINES PER INCH

  1. 8 lines per inch. Page length/lines per inch define the number of available lines on a page.

 

LEFT MARGIN INDENT

Based on a scale of 1/72 inch. (Ex. 36 would represent ½ inch.)

 

TOP MARGIN INDENT

Based on a scale of 1/72 inch. (Ex. 36 would represent ½ inch.)

 

FONT NAME

Keywords for supported fonts: COURIER

COURIER-BOLD

 

FONT SIZE

Supported font sizes:

12 is equal to 12 characters per inch (CPI) 10 is equal to 10 CPI


ORIENTATION

Keywords:

Portrait Landscape

 

OUTPUT FILE FORMAT

Keywords:

PDF

Text

 

OVERLAY FILENAME

Defines the location of the overlay file.

 

LEGAL PAGE OVERLAY

Defines the location of the legal page overlay file. (Applicable only to BAS PO's.)


DISTR LIST OVERLAY

Defines the location of the distribution list overlay file. (Applicable only to BAS PO's.)