6829 build 5 - New Automated Emailing of Invoice Documents when downloading PNR's.

The new process will allow automatic invoicing from Traveller to the client or the account. The new process will work for any Booking which has an 'amount collected' within the CRS payment entry screen. Traveller will automatically produce an invoice and email to the required email address.

The format of the email can be customised by the Site. The attachment will be in PDF (Portable Document Format).

The system will match information from the download against the Branch/Department/Accno/Client columns of EmailText and then select the appropriate SubjectLine and EmailBody.

There is a hierarchy involved:

*At the lowest is the default email template ( Branch null, Department null, AccNo null, Client null )

*Replacing that ( if available ) is the Branch only version ( Branch has a value, Department null, AccNo null, Client null )

*Replacing that ( if available ) is the Department version ( Branch has a value, Department has a value, AccNo null, Client null )

*Replacing that ( if available ) is the Account version ( Account has a value, Branch null )

*Replacing that is the Client version (All the above null )

Configuration options have been added to the following screens within Traveller:

Branch / Department / Consultant / Sales Account / Client Details.

Consultant Maint - to have the sites email address in Email address / SMTP username / BCC address.

Department Maintenance (depending on each sites setup) - add the sites email address within Department Details.

Branch Detail Maintenance (depending on each sites setup) -set up the email template within the Document Text screen.

Sales Account - add email address for external account within the Account Details. Then within Account Options screen set up the email template and complete the auto email setup.

Within the Account Options screen, you are also able to PREVENT AUTO PRINTING of the document, by account.

Client Details within a Consultation - email template for existing clients.

Each Email Template, will look have the same layout.

The list of 'KEYWORDS' listed at the top of the template, will allow you to personalise each templete accordingly.

Here is an example - simply copy a keyword as it states i.e :DocType :BranchName etc.

You will need to press EDIT before updating the template, and once complete press SAVE / EXIT / SAVE if in the accounts maintenance screen.

There is a new table required - EMAILTEXT.ADT / EMAILTEXT.ADM.

You will need to set up the following Options / Global Options:

Options - CRS - CRS auto payment needs to be ticked.
Global Options - PDF - all auto emailing of PDF docs / email attachments / traveller starts name of emailed doc / use BSS for HTML & SMTP emails
Global Options - INOP0S - use SMTP email

Once a download is complete, an Invoice Document will be sent to the assigned email address, and within the Document Entry screen in a Consultation, the email will be listed as a DOC type:

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