top

View Document Recipients

Within Prescient, automatically-generated reports for SBT, DBT, etc. are called "documents."  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.)

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 main Inventory & Shrink window, under SBT Setup:

  1. Click View Document Recipients.

  2. Select document Category in question.

This is the type of document, based on its content.  Your choices are:

  • Sales

  • Deliveries

  • Invoices

  • Counts

  • Transfers

  • Adjustments

  • Other

  1. Click Find.

All documents available for the Category display (not just the ones you are receiving).

  1. Select the desired document.

Only one document at a time can be viewed online.

  1. Click View Document Recipients.

All recipients of the document for your and your trading partner display.

  1. Click Back to return to the previous window.

____________________________________________________________

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.

  1. Select the document(s) to report.

  2. Change the Report Name if desired.  

This name will be the Subject line of the e-mail.

  1. Click Submit.

The report runs and is sent to the e-mail address listed onscreen.

____________________________________________________________

(Top)

New 10/25/2005