Customer Contact
Maintenance for e-mail
Finance Systems
bills v1.0
Table of Contents
1.
Overview ...........................................................................................................................................2
1.1
Document Purpose .................................................................................................................2
2.
Performing Customer Contact Maintenance ...................................................................................2
3.
Document Control ............................................................................................................................5
5.1
Document Location ................................................................................................................5
5.2
Change History .......................................................................................................................5
5.3
Glossary ..................................................................................................................................5
5.4
Reviewers ...............................................................................................................................6
5.5
Copies To ................................................................................................................................6
User Guide
Customer Maintenance for e-mail Bills
1. Overview
1.1
Document Purpose
New Functionality was put into NS Financials in 2012 to allow e-mail bill distribution. The purpose of
this document is to explain how to set up customer contacts to distribute bills by email.
When the functionality was put in a script was run to identify all customer contacts who had an email
address and change their invoice distribution method to distribute by email. It is anticipated that all
new contacts that are set up will be set to distribute bills by email as a general rule unless specifically
requested not to.
2. Performing Customer Contact Maintenance
Set up the customer contact in the normal way and ensure that there is an email address:
Click on the Contact Customer Information link:
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User Guide
Customer Maintenance for e-mail Bills
Then click on the Documentation link:
Select INVC from the Document Code lookup:
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Customer Maintenance for e-mail Bills
Select Email Invoice as Attachment from the Preferred Communication drop down list:
Please ensure you save the record.
Then when you use this contact in a Bill it will default to Email Invoice as Attachment:
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Customer Maintenance for e-mail Bills
3. Document Control
5.1
Document Location
J:\BSI\FINSYS\Financial Systems\Systems\NS Financials\V9.1\Documentation\User
Guides\User_Guide_BI_Customer_Contact_Maintenance_for_email_bills_v1.0.docx
5.2
Change History
Version Date
1.0
5.3
Description
18/3/2013 Document creator
Author
Janz Reinecke
Glossary
Term
NS Financials or NSF
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Description
NewSouth Financials application. UNSW’s name for its Finance system.
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Customer Maintenance for e-mail Bills
Term
Description
Bill
A customer invoice generated from NS Financials.
Email bill
NS Financials to distribute the bill via email to the email address in the
customer contact record.
Attachment
A pdf file.
Customer
A company that UNSW Bills / Customer record in NS Financials .
Contact
The contact at a customer.
5.4
Reviewers
Name
Title
Janz Reinecke
User Support and Training Systems Lead
5.5
Review Date
18/3/13
Copies To
Name
Title
Date Emailed
Finance Website
NS Financials Knowledge Base
21/03/2013
John Hilton
Billing & AR Manager
End of Document
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