CINCH Customer Documentation

Chapter 3_Email Documents0

Owned by Mike Terning
Jul 27, 2018
6 min read

This chapter describes miscellaneous enhancements made to allow certain Cinch documents to be emailed.
This chapter contains the following sections:


New Cinch E-Mail Setup
Cinch E-mail Setup has been created to select the Cinch documents that can be emailed and associate the default Message ID for each document type.

  1. Open Cinch E-mail Setup

(Tools>Setup>Company>Email Settings: Sales Series>Additional>Cinch Email Setup or
Tools>Setup>Company>Email Settings: Purchasing Series>Additional>Cinch Email Setup)


  1. Sales Document Setup section includes the following document types:

    1. Outbound Scale Ticket

    2. Outbound Meter Ticket

    3. Bill of Lading

    4. Sales Contracts

  2. Purchasing Document Setup section includes the following document types:

    1. Inbound Scale Ticket

    2. Inbound Grade ticket

    3. Assembly Sheet

    4. Purchase Contracts

    5. Settlement Sheet

  3. The Enable checkbox when marked will enable the Email option on the selected document type when the customer/vendor has an email setup.

  4. The Message ID becomes enabled when the document enable checkbox is marked.

    1. Messages are defined in Message Setup (Tools>Setup>Company>E-mail Message Setup).

    2. Only Message ID's with Series Type of All can be selected.


New Cinch Vendor E-Mail Options
Cinch Vendor E-mail Options has been created to allow and define the Cinch purchase e-mail documents per vendor.

  1. Open Cinch Vendor E-mail Options

(Vendor Maintenance>Additional>Cinch Email Setup or
Vendor Maintenance>E-Mail button opens Vendor E-Mail Options>Additional> Cinch Email Setup)


  1. Send Forms as E-mail section includes the following document types:

    1. Inbound Scale Ticket

    2. Inbound Grade ticket

    3. Assembly Sheet

    4. Purchase Contracts

    5. Settlement Sheet

  2. The Enable checkbox when marked will enable the Email option on the selected document type when the vendor has an email setup.

  3. The Message ID becomes enabled when the document enable checkbox is marked.

  4. The Message ID will default from Cinch E-mail Setup, for the selected document type.

  5. Select the e-mail Format of per document type.

    1. When the format is anything besides HTML, a word template will need to be defined for the document report. Refer to Microsoft GP on creating and associating Word Templates.


New Cinch Customer E-Mail Options
Cinch Customer E-mail Options has been created to allow and define the Cinch sale e-mail documents per customer.

  1. Open Cinch Customer E-mail Options

(Customer Maintenance>Additional>Cinch Email Setup or
Customer Maintenance>E-Mail button opens Customer E-Mail Options>Additional> Cinch Email Setup)


  1. Send Forms as E-mail section includes the following document types:

    1. Outbound Scale Ticket

    2. Outbound Meter Ticket

    3. Bill of Lading

    4. Sales Contract

  2. The Enable checkbox when marked will enable the Email option on the selected document type when the customer has an email setup.

  3. The Message ID becomes enabled when the document enable checkbox is marked.

  4. The Message ID will default from Cinch E-mail Setup, for the selected document type.

  5. Select the e-mail Format of per document type.

    1. When the format is anything besides HTML, a word template will need to be defined for the document report. Refer to Microsoft GP on creating and associating Word Templates.


Changes to Scale Ticket Entry
Scale Ticket Entry has been modified with the option to e-mail the scale or grade document.

  1. Open Scale Ticket Entry

(Transactions>Cinch Grain>Purchase/Inbound>Scale Tickets>Scale Ticket Entry)


  1. If the Customer has an email defined, the Send document in E-mail icon will become active.

    1. The icon becomes disabled if both the Scale and Grade are selected, these will need to be emailed separately.

  2. When the Send document in E-mail icon is selected, the selected document (Scale or Grade) will be emailed to the Customer Maintenance, Ship From address.

    1. The e-mail message and format of the attachment are based on the Vendor Maintenance, Cinch Vendor E-mail Options setup.

  3. The Scale Ticket Inquiry Zoom also has the Send document in E-mail icon that allows the scale ticket to be emailed.


Changes to Bulk Ticket Entry
Bulk Ticket Entry has been modified with the option to e-mail the scale or grade document.

  1. Open Bulk Ticket Entry

(Transactions>Cinch Grain>Purchase/Inbound>Scale Tickets>Bulk Ticket Entry)


  1. If the Customer has an email defined, the Send document in E-mail icon will become active.

    1. The icon becomes disabled if both the Scale and Grade are selected, these will need to be emailed separately.

  2. When the Send document in E-mail icon is selected, the selected document (Scale or Grade) will be emailed to the Customer Maintenance, Ship From address.

    1. The e-mail message and format of the attachment are based on the Vendor Maintenance, Cinch Vendor E-mail Options setup.

  3. Selecting the Meter, Email button will e-mail the bulk ticket report to the Customer Maintenance, Ship to address.


Changes to Assembly Entry
Assembly Entry has been modified with the option to e-mail the assembly documents.

  1. Open Assembly Entry

(Transactions>Cinch Grain>Purchase/Inbound>Assembly Sheets>Assembly Entry)


  1. If the Customer has an email defined, the E-mail checkbox will become active.

  2. When the E-mail checkbox is marked, and the user clicks the Print icon and selects an Assembly report, the selected document will be emailed to the Customer Maintenance, Ship From address.

    1. The e-mail message and format of the attachment are based on the Vendor Maintenance, Cinch Vendor E-mail Options setup.

  3. The Assembly Inquiry Zoom also has the E-mail checkbox that allows the user to select the Assembly report to email.


Changes to Purchase Contract Entry
Purchase Contract Entry has been modified with the option to e-mail the contract document.

  1. Open Purchase Contract Entry

(Transactions>Cinch Grain>Purchase/Inbound>Purchase Contracts>Purchase Contract Entry)


  1. If the Customer has an email defined, the Send document in E-mail icon will become active.

  2. When the Send document in E-mail icon is selected, the contract document will be emailed to the Customer Maintenance, Purchase address.

    1. The e-mail message and format of the attachment are based on the Vendor Maintenance, Cinch Vendor E-mail Options setup.

    2. The Purchase Contact Report Definition determines the report that gets emailed.

  3. The Purchase Contract Inquiry Zoom also has the Send document in E-mail icon that allows the contract to be emailed.


Changes to Settlement Entry
Settlement Entry has been modified with the option to e-mail the settlement documents.

  1. Open Settlement Entry

(Transactions>Cinch Grain>Purchase/Inbound>Settlements>Settlement Entry)


  1. If the Customer has an email defined, the E-mail checkbox will become active.

  2. When the E-mail checkbox is marked, and the user clicks the Print icon and selects the Settlement Sheet, the selected document will be emailed to the Customer Maintenance, Purchase address. If the user clicks the Print icon and selects the any of the Assembly reports, the selected document will be emailed to the Customer Maintenance, Ship From address

    1. The e-mail message and format of the attachment are based on the Vendor Maintenance, Cinch Vendor E-mail Options setup.

  3. The Settlement Inquiry Zoom also has the E-mail checkbox that allows the user to select the Settlement report to email.


Changes to Outbound Shipping Entry
Outbound Shipping Entry has been modified with the option to e-mail the shipment and bill of lading documents.

  1. Open Outbound Shipping Entry

(Transactions>Cinch Grain>Sales/Outbound>Load Shipping Grain)


  1. If the Customer has an email defined, the E-mail checkbox will become active.

  2. When the E-mail checkbox is marked:

    1. If the user clicks the Print icon the outbound scale ticket will be emailed to the customer's e-mail address based on the document Ship To address.

    2. If the user clicks the Bill of Lading icon the document will be emailed to the customer's e-mail address based on the document Ship To address.

    3. The e-mail message and format of the attachment are based on the Customer Maintenance, Cinch Customer E-mail Options setup.

  3. The Load Shipping Inquiry Zoom also has the E-mail checkbox that allows the user to select the shipment or bill of lading report to email.


Changes to Bulk Shipping Entry
Bulk Shipping Entry has been modified with the option to e-mail the shipment and bill of lading documents.

  1. Open Bulk Shipping Entry

(Transactions>Cinch Grain>Sales/Outbound>Bulk Shipping)


  1. If the Customer has an email defined, the E-mail checkbox will become active.

  2. When the E-mail checkbox is marked:

    1. If the user clicks the Print icon the outbound scale ticket will be emailed to the customer's e-mail address based on the document Ship To address.

    2. If the user clicks the Bill of Lading icon the document will be emailed to the customer's e-mail address based on the document Ship To address.

    3. The e-mail message and format of the attachment are based on the Customer Maintenance, Cinch Customer E-mail Options setup.

  3. The Bulk Shipping Inquiry Zoom also has the E-mail checkbox that allows the user to select the shipment or bill of lading report to email.


Changes to Sales Contract Entry
Sales Contract Entry has been modified with the option to e-mail the contract document.

  1. Open Sales Contract Entry

(Transactions>Cinch Grain>Sales/Outbound>Sales Contract Entry)


  1. If the Customer has an email defined, the Send document in E-mail icon will become active.

  2. When the Send document in E-mail icon is selected, the contract document will be emailed to the customer's e-mail address based on the document Bill To address.

    1. The e-mail message and format of the attachment are based on the Customer Maintenance, Cinch Customer E-mail Options setup.

    2. The Sales Contact Report Definition determines the report that gets emailed.

  3. The Sales Contract Inquiry Zoom also has the Send document in E-mail icon that allows the contract to be emailed.

 

✦✦✦

3820 Mansell Road, Suite 350 ✦ Alpharetta, GA 30022 ✦ www.GreenstoneSystems.com
© 2013 - 2024 Cultura Technologies, LLC. All Rights Reserved Worldwide.  Products and company names mentioned herein may be trademarks or registered trademarks of their respective owners.