Word documents can be generated with predefined templates. These templates can be created and maintained in CRM template maintenance. The generated document can be emailed if required. Valid to and from email addresses must be provided if an email is to be sent.
- In the menu, expand Base Modules > Distribution > Masterfiles >Database Management > Database Management > Item Masterfiles > Item masterfiles and double-click IM Masterfile maintenance. DSM015 Title Masterfile Maintenance panel appears.
- Select the ISBN for word document generation and click option Item Information. DSM015 Word Doc Generation panel appears.
| Field | Description |
| Template | A template must be used to generate the word document. Word templates with required fields can be generated through CRM template maintenance. Please refer to CRW200 – Letter Maintenance.doc in CRM for information on template generation and maintenance. |
| To contact | If the generated document is to be emailed then you can select the contact to email the document to |
| To email | If send email flag is on then an email address must be entered. If a contact is selected then the email address of the contact would default if it exits. It can be overwritten. |
| From email | From email is mandatory if send email flag is on. |
| Subject | Subject for the email to be sent. Subject is mandatory if send email flag is on. |
| Text | Any additional text or information for the email can be entered in this field. |
- Enter the required details and click OK. Connection ID screen will display. Ensure the Java Agent is running on your PC.
- Enter the connection number and press <Enter>.
The generated word document will be stored in the server path defined in XAM160 Data Exchange. If valid email addresses were entered then the generated document will be emailed to the recipient with the subject and text as provided.
