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Projects:Outbound Email/Technical Documentation

Contents

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

Document type template window

Email template window

Printing Report

src/org/openbravo/erpCommon/businessUtility/PrinterReports.html
src/org/openbravo/erpCommon/utility/reporting
src/org/openbravo/erpCommon/utility/reporting/printing

Emailing Report

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


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

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

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

Template Filename: RptC_OrderPO.jrxml

Report Filename: WarehouseOrder-@our_ref@

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