Output Management
The four Output Management apps comprise activities related to the output of business documents in print and email. You can choose the channel for your output directly in your app (that is, print or email).
The documents can, for example, be output on an ad hoc basis by previewing them in Adobe® Reader.
Regarding output by email, you can streamline your email correspondence by creating custom templates based on predelivered templates. Moreover, you can monitor the email transmissions in your area for a certain time frame and you can check whether the transmissions have been successful or if errors occurred.
In addition to this, you can streamline your records by defining form templates as a basis for the documents you want to print (such as invoices). You can either create a new custom template or reuse an existing template.
A sales employee has created and released a sales order. The system determines from the output settings of the document that the document should be sent by email to the customer. The system creates a PDF file using the form template defined in the output settings, and then sends the PDF as an email attachment to the customer. If no error is returned by the mail server, the email appears with the status Sent in the Display Email Transmissions app.
Watch the following video for a quick introduction: