Email Config
E-MAIL CONFIG​
To go back to the Search screen, click Email Config next to Welcome at the top-right corner of the page.
1.1 Email Config:​
Add a E-Mail Config
On the Email Config screen, there is no option to create a brand-new report email definition from the search page. Users mainly search and edit the existing Email Config records available in the system.
1.2 Search E-Mail Config:​
Search a Email Details - Step-by-Step
Step 1: Reach the Report on Email Page:
- From the main side menu, click on "HR", then go to "Masters", and finally choose "Email Config". This will open the Report on Email Search page.
Step 2: Start Searching:
On the Email Config page, you can search in different ways:
- Report Name: Type the Report Name.
- Report Code: Type the Report Code.
- Mail Type: Select the Mail Type.
- For All: If you don't have a specific Report Name or Report Code or Mail Type, just click "Search" to see all the Report on Email List.
Step 3: See the Results:
After clicking "Search", you'll see results
- If you search by Report Name or Report Code or Mail Type, you'll find the matching Report on Email Details.
- If you directly click "Search" button, you'll see a list of all the Report on Email Details.
- The search result shows Report Name, Report Code, and Mail Type with a View/Edit option.
- When export permission is available, you'll also find an Export as Excel button to download the visible Email Config list.
- The result section also includes a table-level Search box to filter the displayed rows instantly.
1.3 Edit Report On E-Mail:​
Edit a Report on Email Details - Step-by-Step
Step 1: Start Editing:
- On the Email Config Search, you can edit Report on Email Details.
- Click Search: Press "Search" to find the Report on Email Details.
Step 2: Edit Details:
- After searching, you'll see the Report on Email Details you want to edit.
- Click "View/Edit" next to reach the Edit Email Config page.
Step 3: Update Info:
- On the Edit Email Config page, you'll see existing details.
- You can make edits to your entry and then proceed to submit it.
Main Edit Fields
- Report Name: Enter or update the report name.
- Report Code: Displays the report code. In edit mode this field is read-only.
- Mail Type: Displays the mail type as read-only text.
- Effective Date: Select the effective date.
- Expiry Date: Select the expiry date, if required.
- Remarks: Enter remarks for the email configuration.
Step 5: Save Changes:
- After editing, review your changes.
- When you're ready, click "Submit" to save the updates.
If you don't need to update the data while editing, you can click the "Cancel" button to go back.
1.1.1 Sub-Tab (Email Config Details):​
Once you click the "View/Edit" button on the Email Config page, the "Email Config Details" sub-tab will open. Here, you can provide the following details:
ADD E-MAIL CONFIG DETAILS:
Step 1: Fill in Email Config Details:
- Customer: This field is shown for automated reports that require plant/customer mapping. You can select multiple customers from the dropdown.
- Plant Code: After selecting a customer, the dropdown will display the plant codes associated with that customer. You can select multiple plant codes.
- To Mail: In this field, you can enter multiple email addresses, separated by commas such as abc@dmexpro.com,xyz@dmexpro.com,sample@dmexpro.com
- Cc Mail: This field is optional. If needed, you can enter multiple email addresses for CC, similar to the "To Mail" field.
- Bcc Mail: This field is also optional. If needed, you can enter multiple email addresses for BCC, similar to the "To Mail" field.
- Schedule Type: Use this dropdown to select the email schedule, such as Daily, Weekly, or Monthly.
For automated reports with plant mapping, only data for the selected plant will be emailed.
If an invoice is present: The customer email will be added under the "To" field, and any additional recipients will be placed under "CC".
If no invoice is available: The email will be sent to the "CC"-designated addresses by placing them under the "To" field, and the actual "To" recipients will not be included.
Step 2: Save or Clear:
Once you have entered the details, you have two choices:
- Submit: To retain the information, select "Submit". This action will include the Email Config Details with the provided details. After saving, the entry will be added, and the screen will transition to the editing mode.
- To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Important Validation Rules:
- For automated reports, Customer selection is mandatory.
- For automated reports, Plant Code selection is mandatory when customer is selected.
- To Mail is mandatory.
- Schedule Type is mandatory.
- The system validates To, Cc, and Bcc email IDs. Invalid email IDs are not accepted.
EDIT E-MAIL CONFIG DETAILS:
Once you have submitted the Email Config Details at the bottom result table will open.
Step 1: Update Info:
- In the result table Click "View/Edit" the data will be populated to respective the fields.
- You can make edits to your entry and then proceed to submit it.
Step 2: Save Changes:
- After editing, review your changes.
- When you're ready, click "Submit" to save the updates.
List / Result of Email Config Details:
The bottom table shows:
- Customer Name and Plant Name for automated reports
- To Mails
- CC Mails
- Bcc Mails
- Schedule Type
- Edit / View option for each row
List of the Report on E-Mail :
- Dispatch Invoice Mail
- Daily Sales Mail
- Delivery Quality check
- Supplier PO Automated Mail
- Customer PO Automated Mail
- Non Dispatch Mail With Value
- Idle Time Report Mail
- Customer PO Automated Mail
- Service Dc Out
- Calibration (Active)
- Calibration (Expire)
- Credit Note
- Debit Note
- Job Order
- Service PO Automated Mail
- ECN Pending Approval Mail
Data Usage​
Click here to view the DMeX Pro Application Data Usage.