HOW
TO BATCH FAX
Within MAS90, users have the ability to
batch fax many types of forms. Below are the steps to set this
process up:
1. Fax Form Definition
Fax Form Definition provides an interface from within MAS 90 to create and
maintain faxable Crystal forms. Fax-enabled forms, such as those
created for invoices and orders, can be set up for a specific user ID and
company code.
The faxing ability is
available in the following options:
Fax-enabled forms can be faxed by batch if
the Batch Fax check box is selected and a fax number is entered at the Fax
field in the data entry option. (see below) To fax a single form (no
batch faxing) choose the Quick Print button in the form's data entry
option and select WinFax as the printer.
Batch Faxing:
The Batch Faxing feature allows you to fax
multiple Crystal Reports documents using previously defined fax
numbers. When printing Crystal Reports forms, the Batch Faxing
feature is available from the MAS90 form printing option when a
fax-enabled form code is selected to print to the WinFax printer.
If the Batch Fax check box is cleared, the
form will be skipped. During the faxing process, fax-enabled forms,
such as those created for invoices and statements, containing the same fax
number are collected and sent as a group with one cover letter.
Some printing programs, such as Sales Order
Printing and Invoice Printing, must keep track of which documents have
been printed. Documents that are faxed are not considered
printed. To record faxed documents as printed, use the Multi-Part
feature to send one part of the document to the WinFax printer and the
other part to a standard printer, or you can print the document twice:
first to the WinFax printer, and then to a standard printer.
2. To set up batch faxing:
- Install WinFax on your workstation and
name the WinFax print driver WinFax.
- Select Fax Form Definition from the
Library Master Utilities menu.
- Select the form to be faxed.
- Select the Fax Enable check box and
complete all fields in the option.
- Choose the Accept button to save your
edits.
- Select Accounts Receivable Customer
Maintenance.
- Enter the fax phone number in the fax
field and select the Batch Fax check box.
- During data entry, the information for
the batch fax flag and fax number is defaulted from Accounts
Receivable Customer Maintenance; however, the information can be
changed.
- Select the form printing option in Sales
Order Printing.
- Select the form code enabled in step 3
above.
- Select WinFax as the printer, and choose
the print button.
- Refer to the WinFax log to verify that
the faxes were successfully sent.
*NOTE: These
instructions presume that you have a working knowledge of MAS90 and
MAS200. Accuvar assumes no
responsibility for any data loss or downtime caused by performing this tip.
