RightFax

Has anyone used RightFax as their faxing agent in Infor Cloudsuite V11 (multi-tenant) ? Is it integrated to get feedback status' back into Cloudsuite?

Thanks,

Steve

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unknown

Here is a factsheet for v11 eFax

[View:/cfs-file/__key/communityserver-discussions-components-files/12/FAX-v11-Factsheet-072916.docx:320:240]

Alternative Set Extract Date Hierarchy.rtf

gtesche

Where is this file stored? I don't seem to have access to the location used by the link you provided.

unknown

How FAXing Works in v11

This factsheet describes the steps required to FAX a Purchase Order to a Vendor right from Cloudsuite. It assumes that you have already selected and setup an account with an internet fax provider.

Configuration

You must have a Fax Configuration setup and the Fax capability setup on the vendor.

Fax Configuration

Select Supply Management > Supply Management Setup > Shared Setup > Fax Configuration.
Click Create.
Specify / select this information:

Fax Configuration Vendor

Fax Configuration and Description

Specify a code and description for your internet fax provider account record.

Default

Select this check box if this is your default fax record.

Fax Provider

Select your internet fax provider.

Account Details

Account ID

Specify the account number. This information is provided by your internet fax provider.

User Name

Specify the user name designated by your internet fax provider when you set up your internet fax account.

Fax Password / Confirm Password

Specify a password and retype it to confirm.

Disposition Defaults

Fax Priority

Select the way in which this fax transmission is prioritized in the queue. See the documentation provided by your internet fax provider.

Language

Select the language for your transaction.

Level

Select the level at which you will be notified of fax transmission error or success.

None - You do not receive any notifications for fax transmissions.
Error - You are only notified of transmission errors.
Success - You are only notified of successful transmissions.
Both - You are notified of both transmission errors and successful transmissions.

Method

Select the method by which you will receive fax transmission errors and successes. For example, Email.

Click Save.

Vendor Purchasing Information

Before you can fax purchase orders, the purchasing vendor must be set up with a fax number.

Select Supply Management Setup > Purchasing > Vendor Purchasing Information.
Open the vendor record for which you want to setup fax capability.
Specify this information:

Purchase Order Issue Method

Select Fax as the transmission value for the original purchase order issue. If you want, you can select a separate issue method for revisions in the Revised PO Issue section.

Fax Country Code

Specify the international prefix (country code). Do not enter the area code in this box. The Fax Country Code and Phone Number are used as default values on the purchase order.

Phone Number

Specify the vendor fax number. This number is displayed on all vendor purchase orders. To use dialing rules, specify the complete number, including the area code.

Click Save.

Processing

Now that you have a fax configuration and your purchasing vendor is configured for Fax, you can manually issue a purchase order and fax it to your vendor through your internet fax provider. Alternately purchase orders can be mass issued – see Appendix for more details on mass issuing purchase orders.

Purchase Order Entry

Select Supply Management > Purchasing Processing > Manage Purchase Orders
Select Create
On the Header tab, select the Company, Buyer, Vendor and Ship To
Select Save – note that the PO Issue Method should default to Fax
On the Lines tab, add an item to your purchase order, and
Select Save.
Select Release
Select Issue Final

Note: after the Issue Final, a Fax Status tab will be displayed on the Purchase Order Entry form. On this tab you can see the current status of a fax, use Check Status to update a Pending fax to a Successfully Transmitted fax, and view the purchase order that was faxed.

Pending Faxes Queue

After the PO Issue Final step, faxes are automatically sent to the internet fax provider. The provider acknowledges receipt and faxes are then listed in the Pending Faxes Queue. The provider then checks the format of the fax and attempts to send the fax to your vendor.

Faxes in Err or Queue

If there is a problem and the provider cannot successfully send the fax to your vendor, the provider sends back an error message back to you.

Successfully Transmitted Faxes Queue

If the provider successfully faxes your PO to your vendor, the provider sends back a successfully transmitted message.

Utilities

Batch Jobs

These batch jobs can be scheduled to run periodically. Select Supply Management > Purchasing Processing > Purchasing Lists.

Check All Fax Status

Use to check statuses for all sent faxes and to update all fax statuses for purchase order faxes that were transmitted for a specific company.

Resend Errored Faxes

Use to resend purchase order faxes that have transmission errors for a specific company. You must fix errors before resending.

Appendix

The Buyer_ST role is required by an Actor in order to create fax configuration records.

A printed paper PO and a Faxed PO –both use the same template

Mass issuing purchase orders

Using Mass issue, you can issue a batch of purchase orders at one time. You can setup several mass issue jobs, each using different print parameters and selection criteria. After you have set up mass issue jobs, they can be set up to run automatically by using the Schedule option.

Select Create Purchasing Processes > Purchasing Mass PO Issue
Select parameters for the issue.
To select the issue method to mass issue purchase orders, complete fields in the Documents section.
Click OK to run the process now or click Schedule to schedule for later.

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