Use the Fax Memo window 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:
From the System menu, select Fax Memo to display the Fax Memo window.
Note: You can also display the Fax Memo window by selecting the Fax option on many other windows. When you select the Fax option from another window, the system may populate the Customer/Vendor, Contact, or Branch field.
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.
To append a document to the fax, from the File menu, select Append Documents. After selecting append documents, return to the Fax Memo window.
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.
Complete the remaining fields in the header section of the window as needed.
Field | Description |
Branch # 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. When you append a document to the fax, the entry in this field changes fromOnly, which is the default, toW/Document.
|
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. |
Enter the message to display on the fax cover sheet in any of the following ways:
In the Message field, type the message.
From the Comments menu, select Select User Comments to display the User/Company (*) Defined Comments window, which lists the user's defined comments followed by the company's defined comments. When you select a comment and press Enter, the system adds the comment to the fax message.
From the Comments menu, select Edit User Comments to display the User Comments Maintenance window, where you create or edit standard user-defined or company-defined comments. You can add these comments to a fax cover sheet message.
To print a copy of the fax cover sheet and message, from the File menu, select Print.
From the File menu, select Send Fax to send the fax to the Outgoing Fax Status Queue for transmission at the indicated time.
See Also: