When sending a document manually, you can send the original or a copy. Documents sent manually are sent either from the journal form or from the original form depending on the type of outbound document. Some outbound documents can only be manually sent from the original form and others can only be sent from the journal form.

Send a document manually

Open the form from which you want to send the document. The following table lists the forms and how to navigate to the send feature.

Outbound document	Open the journal form
Purchase requisition	Click Accounts payable> Inquiries> Journals> Purchase order. Click Send electronically, and then click Originalor Copy.
Sales invoice	Click Accounts receivable> Sales order> Inquiries> Invoice. Click Send electronically, and then click Originalor Copy.
Picking list	Click Accounts receivable> Inquiries> Journals> Picking list. Click Send electronically, and then click Originalor Copy.
Advance ship notice	Click Accounts receivable> Inquiries> Journals> Packing slip. Click Send ASN electronically, and then click Originalor Copy.
Price list	Click Accounts receivable> Customers> Trade agrmt.> Send electronically.
Chart of accounts	Click General ledger> Chart of accounts> Send electronically.
Dimensions	Click General ledger> Dimensions> Send electronically.
Exchange rates	Click General ledger> Setup> Exchange rates> Send electronically.

In the Send document electronicallyform, complete any empty fields or change information, and then click OKto send.

Sending documents electronically from a posting form

When you post a record from a form on which an electronic document has been set up and for which the recipient has a correctly set up endpoint and endpoint policy, the document is sent to the recipient (endpoint) automatically when the posting is printed.

If you want to send a document electronically, the Printcheck box on the corresponding print form must be selected, and the option to print to the screen must not be selected. Otherwise, the record will be posted and the document will be displayed on the screen, but it will not be sent electronically to the endpoint.

Resending documents electronically from a journal form

You can resend posted records as electronic documents by using the corresponding journal form. The endpoints that will receive the electronic documents must be set up correctly.

To resend a document, select the record in the journal form, and then click Send electronically. Choose to send either the original or a copy. If you send a copy, the document is marked as a copy.

The Send electronicallybutton is not available if AIF is not set up or if the AIF configuration key is not activated.

Send a document manually

Sending documents electronically from a posting form

Resending documents electronically from a journal form

See Also