Sage Intacct Order Entry: Master Document Printing & Emailing

Document Printing and Emailing in Sage Intacct Order Entry

Efficient document management is crucial in order entry processes within Sage Intacct. This tutorial covers how to utilize the print and email functionalities effectively.

1. Accessing Print and Email Options:

  • In Sage Intacct, navigate to the order entry module.

  • Choose the option for printing or emailing documents.

  • These functionalities are similar across various modules in Sage Intacct.

2. Setting Parameters:

  • Time Frame: Specify a period for which you want to pull documents.

  • Invoice Status: Option to display invoices that are unpaid.

  • Customer Selection: Filter by customer range, group, or type.

  • Territory and Location: Select based on sales territories or locations. Remember, territories are primarily used for sales-related dimensions.

  • Transaction Type: It's required to choose the type of transaction (e.g., orders, invoices).

3. Template Overrides and Sorting:

  • Override Document Templates: When selecting multiple transaction types, overriding printed document templates may not be possible.

  • Email Templates: Can be overridden to suit specific requirements.

  • Sorting: Arrange the documents based on your preferred criteria.

4. Viewing and Selecting Documents:

  • Run a search for the current year or a specified period.

  • Select specific documents from the list for printing or emailing.

  • Uncheck the boxes next to documents you do not wish to include.

5. Print and Email Execution:

  • Choose to print or email selected documents.

  • Print Option: Generates a document (e.g., an AIA form or standard invoice format).

  • Email Option: Sends out the selected documents via email. Customizations can be hard-coded or dynamic, depending on the available fields.

6. Email Log:

  • Sage Intacct maintains a log of all emails sent, showing success or failure. This feature helps in tracking and troubleshooting email-related issues.

Customization and Modifications:

  • Utilize Intacct’s MS Word add-in for creating or modifying document templates.

  • Templates can be tailored with merge fields for dynamic content.

Note:

  • The process is quite similar to that in purchasing, offering a straightforward approach.

  • Checking data periods is crucial to ensure the availability of documents for the chosen timeframe.

Conclusion:

Mastering the print and email functionalities in Sage Intacct's order entry module enhances efficiency and accuracy in document management. By setting appropriate parameters, customizing templates, and utilizing the email log, users can streamline their order processing tasks.

For more detailed guidance, watch the full tutorial on YouTube.

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