Create File Email

One-click to Print & Email? Extender can do that!

Tue, 23 Nov 2021

These Sage 300 OE/PO customizations always prove a hit when we use them to demonstrate the power of Orchid Extender
 

We’ve spent many hours demonstrating the seemingly endless ways you can customize Sage 300 using Orchid Extender, but there are some scenarios that always seem to resonate more than others with our audience.

One such example is the way Extender can help streamline OE and PO processing. At the click of a button, or with no clicks if you want to take automation to the next level, you can:

  • Create a PDF of the relevant document
  • File it away (e.g. in a folder used by Document Management Link)
  • Email it to the configured contact(s) for the Customer or Vendor.

These 3 Extender Apps illustrate different variations on the same theme:

Create PDF, file and email…Customer Invoice

This App adds a button to the Order Entry screen to create a Customer Invoice PDF, file it, and email it to the customer.

Create PDF, file and email…Customer Order Confirmation

This App adds a button to the Order Entry screen to create an Order Confirmation PDF, file it, and email it to the customer.

Create PDF, file and email…Vendor Purchase Order

This App adds buttons to Purchase Order screens to create a PDF, file it and email it to the Vendor

Latest

Create File Email
One-click to Print & Email? Extender can do that!
Tue, 23 Nov 2021
These Sage 300 OE/PO customizations always prove a hit when we use them to demonstrate the power of Orchid Extender