Sage MAS 90 Accounts Receivable Tips from DSD

DSD Sage MAS 90 Tech Tip 28 - Tech Tip: E-mailing an Order or Invoice Form from Sage MAS 90, MAS 200

By Jim Woodhead

There are several methods that can be used for e-mailing sales orders or invoices from Sage MAS 90 or Sage MAS 200 to a customer.  Methods include: 1. Using a Scanner.  2. Using Acrobat Writer.  3. Purchasing Third Party Enhancement. 4. E-mail from Print Preview.

This article describes e-mailing from Print Preview using Crystal Report Writer.

Print from Preview Requirements:

1. Crystal Reports 8.5 must be installed on the local workstation.
2. Microsoft MAPI e-mail client must be installed on the local workstation, either Outlook (98, 2000, 2003) or Outlook Express.
3. Sage MAS 90 3.71 or Sage MAS 200 3.71 or above must be used.
4. The forms must be using GUI or Crystal forms (selected in Options, Form tab).

Steps to e-mail the Sales Order or Invoice:

1. Launch or start Sage MAS 90 or Sage MAS 200.
2. Open the Sales Order or Invoice.
3. Select the ‘Quick Print’ button (at the top of the window screen).
4. Select the ‘Preview’ button (at the bottom of the Crystal Printing window).
5. The sales order or invoice will be displayed on your screen.
6. Select the ‘Export’ function (the envelope button at the top of the screen).
7. Select the PDF option for the format, and MAPI option for the destination.
8. Select Page Range ‘All’ at Export Options panel.
9. In the Send Mail panel, type the E-mail address, Subject and Message.
10. Send the E-mail with the attached sales order or invoice.
11. Close Print Preview window, and returning to the sales order or invoice.

Preview form or Crystal report you want to send and click Envelope at top of screen

Select Acrobat (PDF) for Format and Microsoft Mail (MAPI) for Destination

Select all pages

Input To, Subject and Message.  Then click the Send button.

A message similar to the one below will be sent