Mail Follow-up Lists

This piece of functionality simply e-mails any unauthorized invoices for a specific invoice register signatory, or for all invoice register signatories, providing the transactions are overdue for authorization [i.e past their follow-up date] using the current system date for cut-off purposes.

To mail follow-up lists:

1. From the Autoline Master menu select the Purchase Ledger option and the Company you require.

   The PURCHASE LEDGER menu is displayed.

2. Select the Invoice Register option.

   The PL INVOICE REGISTER menu is displayed.

3. Select the Mail follow-up lists option.

   The e-mail signatories form is displayed.

E-mail signatories form

The Invoice Register Follow-up form is displayed when the Mail follow-up option is selected from the Invoice Register menu.

When selected from the Invoice register menu, the program prompts Select Signatory or blank for all which allows you to input a single user's login code, by using the or by tabbing through and leaving the input blank, include all users.

When the selection has been made, the program sorts all the relevant Purchase Ledger transactions (Status equals R and follow-up date less than today's date) into user ID sequence and mails each user's list into their mail box, from where it can be retrieved by way of the Administrator option, Open new mail.The buttons available for processing and cancelling are as follows.

BUTTONS:

Process: Processes and sends the relevant e-mails.

Cancel: Returns you to the Invoice Register menu.

Help: Displays help on the current application using the default browser.