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Projects:Outbound Email/Technical Documentation

1 Outbound emails - Technical Documentation

Outbound emails - Technical Documentation

Overview

This article will explain how to proceed in order to implement the printing/sending documents functionality.

Technical design

Point of Contact window

Create table C_POC_CONFIGURATION
Created tab Client/Poc configuration

Document type template window

Create table C_POC_DOCTYPE_TEMPLATE
Created tab Document Type/Report templates

Email template window

Create table C_POC_EMAILDEFINITION
Created tab Document Type/Report templates/Email Definitions

Printing Report

Create new Processes PRINT ORDERS, PRINT INVOICES, PRINT SHIPMENTS.
Modified files:

src/org/openbravo/erpCommon/businessUtility/PrinterReports.html

Added folder:

src/org/openbravo/erpCommon/utility/reporting
src/org/openbravo/erpCommon/utility/reporting/printing

Emailing Report

Added folder:

src/org/openbravo/erpCommon/utility/poc

Configuration

This document describes the steps needed to configure the print module.

1. Configure the email server

Go to menu: General Setup -> Client -> Client

TAB: Poc configuration

- New Poc configuration

Smtp Server: The Smtp Server which the openbravo server can use to send emails

Smtp Authentication: Smtp server need authentication

Smtp Server Account: The account used to login to the Smtp Server

Smtp Server Password: The password used to login to the Smtp Server

2. Configure the documents

Go to menu: Financial Management -> Accounting -> Setup -> Document Type

Select a document

TAB: Report templates

Separate Document templates can be defined for different organizations.

Template Location: The location where the document template can be found

Template Filename: The filename of the jasper reports file

Report Filename: The name of the resulting report

The Report Filename can use the following tags. These tags will be replaced with the proper values when a document is send

@cus_ref@ => The reference of the document which the customer specified

@our_ref@ => The reference of the document within openbravo

@cus_nam@ => The name of the customer

@sal_nam@ => The name of the sales rep.

Template Location can have the following tags:

@basedesign@ => The location of the 'design' folder (normally: src-loc/design)

@baseattach@ => The location of the 'attachment' folder

TAB: Email definitions

Each Report template can have email definitions which are used as a default message when sending the report to the customer. These templates can be defined per language.

Examples:

Document Type

Standard Order

Template Location: @basedesign@/org/openbravo/erpReports

Template Filename: RptC_OrderPO.jrxml

Report Filename: StandardOrder-@our_ref@

Warehouse Order