A.

Add the List

1. Click Manage Distribution Lists.

2. Leave the Application set to Advanced Commerce Exports. 

3. Click Find and review to ensure the list isn’t already set up.

4. Click Add.

5. Enter the new Distribution List Name.

We recommend naming the list so that it’s easy to tell what will be sent or who will receive it.  For example, “Shrink Review – Joe D.” or “Accounting Dept.”

6. Select the first Person to include and click Add.

7. Continue with the next Person as needed.

8. Click Save.

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B.

Assign to Document Schedule

At least one Document Schedule must be added for Advanced Commerce lists.  The Document Schedule determines which documents are sent and when they are generated.  

Please note that these schedules must be pre-configured by a Park City Group Associate. 

1. With the new list selected, click Assign To Document Schedule.

2. Use the Assign Schedule drop-down list to select the desired Document Schedule.

3. Click Preview Associated Documents to view what is included.  Click Back to return.

4. Click Preview Document Schedule to see when it runs.  Click Back to return.

If "Error! The selected document schedule is setup to send data as it arrives, not at a designated time." appears, all documents are sent as soon as the data becomes available.  Also called ADA (as data arrives) or IMMEDIATE schedules.

5. If this is the desired Document Schedule, click Assign Schedule.

After assignment, each schedule lists its Name, the e-mail Notification Subject line, and the Next Runtime. 

Note:  ADA (as data arrives) and IMMEDIATE schedules will not show a Next Runtime.

6. If this is not the desired Document Schedule, select it and click Unassign Schedule.

7. Work with the Document Schedules until the setup for your Distribution List is complete .

8. Click Back when finished.

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