Notifications Control Settings

• System Administration > System Settings > General Administration System Settings > Notifications Control Settings

If the STORIS Server Can Send Emails field is checked, you can click this button to send a test email from the STORIS U2 server.

(LOCKED - STORIS access ONLY!) This field is inactive for Cloud clients. The field is used to indicate whether the STORIS U2 server can send emails. To activate the email documents feature, this box must be checked. Otherwise, leave the field blank.

If the box is checked at this field and the email-related fields on this screen are populated, then when generating a document (sales order or sales quote, for example), the system displays the Print Options Window via which you can choose to print and/or email the document.  If you leave this field blank, the system displays only a dialog box with the option to print the document.  

Use this field when emailing sales order documents. If you check this box, the customer's email address that is used to send the order document is compared to the email address on file in the Advanced Customer Settings. If they do not match, the customer record is updated with the email address used to send the sales order. This field does not apply when you select Client Workstation Interactive as the Email Method on the Event Email ELP Form Selection tab.

If you do not check this box, no automatic updates of the customer settings are performed.

To send a test email to the email server that is set up via the following fields, click this button.

Enter the IP address or URI of the email server. If using pass-through to send emails from an email server in your own network, this is the only field in this section that is required.

 If Client Workstation Non-Interactive is selected as the Email Method for any row in the grid of the Event Email ELP Form Selection tab, an IP Address must be specified in this field.

Enter the port number on which communications take place.

Enter the name that is used to log in to the email server. This field is alpha-numeric.

Enter the password that is used in conjunction with the User Name to log in to the email server. This a secure (encrypted) field.

Check this field to indicate that the connection between the Client Workstation or Notifications Server and the email server uses SSL protocol. Otherwise, leave this field blank.

To test the connection between the STORIS U2 Server and the Notifications Server (set up on this screen), click this button.  

To send a test email from the Notifications Server, click this button.

Indicate the URI of the network server that is designated as the Notifications Server.

If you check this box, the process sending the email waits for a response from the Notifications Server before continuing. STORIS pauses processing until a response is received or until the number of milliseconds specified (Milliseconds To Wait For Response) has elapsed, whichever comes first. If no response is received, the process times out and an error message is issued. If you check the box at this field, you must enter a response at the Milliseconds To Wait For Response field below.

If you leave this box blank, the process continues processing immediately, and any errors occurring during communications with the Notifications Server are not displayed.

If you check the box at the Wait For Server Response field above, this field is mandatory. Enter the number of milliseconds the process sending the email is to wait for a response from the Notifications Server. If no response is received, the process times out and an error message is displayed.

Enter the email address you want to display as the sender on emails sent from the Notifications Server.

You can also designate an email address for a specific warehouse/store location to display as the sender by populating the From Email Address field on the Advanced tab in the Warehouse/Store Location Settings.

• Event - This column contains text describing the event. (Sale Quote, Sales Order, Shopping Cart, for example)  

• ELP Form - This column contains the description of the ELP form selected for the associated event. You can click the Search button to the right of the text to access the Select Form screen, where a list of available form descriptions for this event are displayed. (These descriptions are taken from the associated Form Type in the Design Enhanced Laser Forms process.) Alternately, you can select the Use Default Form option from the list to email the form that is currently used for printing. If you select HTML as the Email Format, the body of the email is populated with an HTML version of the ELP Form.   

• Email Method - Use this column to select how the email is to be sent. If you click the arrow on the right of the method, you can choose one of the following methods. Note that there are some limitations with certain events. For example, the event Shopping Cart eRoam offers only the No Email Availability and Notification Server options.

• No Email Availability - ELP form for this Event row cannot be emailed.

• Client Workstation Interactive – ELP form for this Event is sent from an email client (Ex: Outlook) from the user's workstation.

• Client Workstation Non-Interactive – ELP form for this Event is sent from the user's workstation via the email server that is set up on the Email Configuration tab. If this option is selected as the Email Method for any row in the grid, an IP Address must be specified on the Email Configuration tab.  

• Notifications Server – ELP form for this Event is sent from the Notifications Server. If this option is selected as the Email Method for any row in the grid, an Email Server, "From" Email Address, and Web Service URI must be specified on the Email Configuration tab.

• Email Subject - This column indicates the text that is to appear in the subject field of the email. If you include "%token%" in the subject line, the process replaces %token% with the transaction number in the subject of the email. The process also includes the default text "Transaction" preceding the number. You can change the text. For example, for a sales order email, this column can be changed to Sales Order %token%. When the email is sent, the subject reads Sales Order 456789 (order number replaces %token%). If you click the Action button to the right of the column, you access the Description Field - Language Translation Entry screen.

• Email Format - Use this column to indicate the format of the ELP form to use when representing the form in the email. Click the arrow to the right of the column to select either HTML or PDF. If you choose HTML, the body of the email is populated with an HTML version of the form indicated in the ELP Form column. If you choose PDF, the body of the email uses the form indicated in the Email Body ELP Form column (in HTML format) and the attached PDF form uses the ELP Form column.

• Email Body ELP Form - This column is used only if you choose PDF as the Email Format for an event. Use this column to indicate the ELP form to display in the body of the email in HTML format.