Sending Faxes

Use the Fax Memo screen to set up and send faxes. Identify the fax recipients and include the message to send. You can also attach documents to the fax.

To send a fax:

  1. From the System menu, select Fax Memo to display the Fax Memo screen.

Note: You can also display the Fax Memo screen using the Fax hot key on many other screens. When you do that, the system may populate the Cust/Ven or Contact field.

  1. Designate a fax recipient or use a fax distribution list as the recipient.

If you use a distribution list as the fax recipient, the system displays ***Distribution List*** in the To field.

  1. To append a document to the fax, use the Append hot key.

  2. In the Fax Time field, enter the time at which to send the fax.

By default, the system displays the time entered in the Default Fax Start Time control maintenance record.

  1. Complete the remaining fields in the header section of the screen as needed.

Field

Description

Br# Header

The branch from which the system is sending the fax.

You can send a fax from any branch to which you have access.

When you fax documents such as orders or invoices, the system populates this field with the pricing branch for the order.

This field can be populated with the branch you have defined for the fax device.

This field is required to send a fax.

Priority

Priority assigned to the fax. For more information, see Fax Priorities.

By default the system assigns the lowest priority. If needed, press F10 and select a new priority.

Cover Sheet

Indication whether the fax contains a cover sheet and attached document. The default value is Only.

When you append a document to the fax, the entry in this field changes from Only to W/Document.

  • Only – Fax contains only the cover sheet and its message.

  • W/Document – Fax contains a cover sheet and attached document.

  • None – Fax contains only the attached document and no cover sheet.

Fax Date

Date on which to send the fax. The default value is the current date.

Time Zone

Time zone associated with the Fax Time field. The default value is the time zone assigned to your user ID.

From

User sending this fax. By default, the system populates this field with your name.

  1. Enter the message to display on the fax cover sheet in any of the following ways:

  1. To print a copy of the fax cover sheet and message, use the Print hot key.

  2. Press Esc to send the faxes to the Outgoing Fax Status Queue for transmission at the indicated time.

See Also:

Fax Memo Overview