Within Park City Group, documents are automatically-generated reports for SBT, DBT, etc. These are usually sent via e-mail, and can either be scheduled or sent immediately* after inbound data is processed.
Often, documents such as sales reports are sent to both parties in a trading partnership. This not only provides visibility for both partners, it is helpful for working through any issues that may arise.
Use View Document Recipients to review who is receiving documents in your company and within your trading partner's business. (Only documents common to the business relationship with your partner display.)
Please Note: Recipient reports are available only for SBT, DBT, and other Advanced Commerce Documents. Item, Cost, and Promotion exports, such as Item Offer Reports, and Advanced Commerce Alerts are not available.
You can display recipients for one document at a time online, or you can request a multi-document report in CSV format. Click here for a sample report.
* Not all documents can be sent "immediately."
Follow these steps:
|
A. |
View the recipients online |
From the Administration tab:
This is the type of document, based on its content. Your choices are: Sales Deliveries Invoices Counts Transfers Adjustments Other
All documents available for the Category display (not just the ones you are receiving).
Only one document at a time can be viewed online.
All recipients of the document for your and your trading partner display.
____________________________________________________________ |
|
B. |
Run a report if desired |
Running a report provides a list you can review and e-mail. It also allows you to view and sort the recipients for multiple documents.
This name will be the Subject line of the e-mail.
The report runs and is sent to the e-mail address listed onscreen. ____________________________________________________________ |
Updated 7/18/2006