The Global Email Profile facilitates the email transfer of forms as PDF or text formatted attachments. This profile exists within Finance, Payroll and Human Resources and can be used to set up the following forms.
|
Product |
Forms |
|---|---|
|
Finance |
PO, EFT Notifications |
|
Payroll |
Earning Statements, T4s |
|
Human Resources |
Staff Change Forms, ADS Forms, Union Staff Change Report |
NOTE: Within Payroll, forms can be setup for each payroll.
Product
Use the search icon to display a list of products. Currently only Finance, Payroll and HR have available forms.
Product ID
This field relates to Payroll only. If product ‘payroll’ is selected, search icon will display a list of available payrolls.
Procedure
Use the search icon to display available forms for the product selected.
Enabled
This field defines whether the advanced DDS (Document Distribution Services) email options are being applied for the selected procedures.
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. NOTE: Hosted customers must use the no-reply@atrieveerp.com.
Subject
Ener the subject to display to the email recipient. Available keywords are defined below:
|
Product |
Keyword |
Description |
|---|---|---|
|
Finance |
&OrderNo |
PO form, inserts the PO# |
|
Finance |
&Vend |
EFT Notification, inserts the vendor# |
|
Finance |
&APR |
EFT Notification, inserts the APR# |
|
Payroll |
&ID |
Earnings Statement, inserts payroll ID |
|
Payroll |
&Per |
Earnings Statement, inserts period |
|
Payroll |
&EmpNo |
Earnings Statement, inserts employee# |
|
Payroll |
&NameDate |
Earnings Statement, inserts employee name and date |
|
Payroll |
&NamePeriodDate |
Earnings Statement, inserts employee name, period and date |
|
Payroll |
&EmpPeriodDate |
Earnings Statement, inserts employee#, period and date |
|
Payroll |
&EmpDate |
Earnings Statement, inserts employee # and date |
Message
Enter the subject to display to the email recipient. Note: To create spaces such as paragraphs a message can be copied into the message box. Alternatively, the Shift+Enter key will allow a new line to be entered. Lastly, the space bar used in front of the text that is to be moved to the next line.
Read-Request
Enter 'Y' if you would like a reply email confirming the email recipient received the email.
Enter 'N' if yo udo 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
Ex: 8 lines per inch. Page length and 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 1/2 inch.)
Top Margin Indent
Based on a scale of 1/72 inch. (Ex: 36 would represent 1/2 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:
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 Finance PO’s.)
Distribution List Overlay
Defines the location of the distribution list overlay file. (Applicable only to Finance PO’s.)