Order to Cash

Introduction
Notification Emails

Introduction

The Order to Cash process manages the process of sales to your customers. In this process customers order something from you that you deliver to them. The order can be received via different ways (e.g. internet, phone, fax or sales representative). To the customer the process appears the same - they order and pay, then they receive the product. As the company managing the internal process, there may be different subprocesses involved in processing, sourcing or delivering the order that is hidden from the customer.

Add Customer
Customer Submits Sales Order
- eCommerce Order
- Phone, Email, Other Order
Shipping Fulfills Approved Sales Order
AR Sends Invoice and Receives Payment
Over Payment and Short Payment
Customer Returns
Customer Service

Notification Emails

Notification emails sent to Customers are configured on a Product Store and settings for a particular Order, Shipment, or Invoice come from the Product Store it is associated with. To view or change Product Store notification emails use the Product Store Emails tab.

Automatic emails are sent to a single Customer email address. If there is more than one email address for a given Email Purpose then the most recent active email address with the given Purpose is used.

Notification emails may also be sent manually to any email address on the Order Detail, Shipment Detail, and Edit Invoice screens.

Type	Trigger	Email Purpose
Order Placed	Order Header status changed to Placed	Order Notification, if not found use Primary
Order Approved	Order Header status changed to Approved	Order Notification, if not found use Primary
Shipment Shipped	Shipment status changed to Shipped	Shipping Destination, if not found use Primary
Shipment Delivered	Shipment status changed to Delivered	Shipping Destination, if not found use Primary
Invoice Finalized	Invoice status changed from In Process to Finalized	Billing (AP), if not found do not send email
Invoice Past Due	Sent by a job that by default runs each Monday at 2:00 AM and sends emails for Invoices with Due Date more than 7 days in the past OR Invoice Date more than 40 days in the past AND no Invoice Past Due email sent in the last 2 days; actual configuration settings may vary	Billing (AP), if not found do not send email (default, may be changed in the job configuration)