Creating E-mail Messages

You can create e-mail messages to send with order confirmations, quotes, invoices, and credit notes. More...

Each message is identified with a unique message ID of up to 16 characters. You use this message ID to select the message when you select Customer as the delivery method on an Order Entry customer form (an order confirmation, quote, invoice, credit note, or debit note).

Tip: You can add variables to the subject line and body of your e-mail message, which are then replaced with specific information when you send the e-mail message. For more information, see E-mail Message Variables .

To create an e-mail message:

  1. Open Order Entry > O/E Setup > E-mail Messages.
  2. On the Message Type list, select the type of document for which you are creating a message.
  3. In the Message ID field, enter a unique code to identify the new message, using up to 16 characters.
  4. In the E-Mail Subject field, enter a subject line for the message. In this field and the message body, you can use variables that will be replaced with information from your database when you send the message. For a list of variables you can use, see E-mail Message Variables.
  5. Enter content for the message.
  6. Click Add or Save to save the message.