Sage 100

Perhaps this is a ""duh"" moment - but is there a way that I can limit a user from selecting to electronically deliver sales order invoices but do everything else (edit, print) just don't want the user to accidentally email a copy of the sales order invoice until accounting reviews it. I looked quickly in the KB but there wasn't any obvious answer and role maintenance doesn't seem to permit restricting the ability to email. I know the obvious answer is lock them out of invoice printing but we'd like them to be able to print a copy to check that the invoice appears correct - has proper serial numbers, etc.

If the company has an Exchange server you could have the IP address and possibly the user logon account blocked from relaying email through the smtp server.

I don't think that works because I have to use one email account to setup for sending.

I would probably create a new Form Code with Print All set as the Output, then walk/train the user to always use that Form Code. Alternatively, you could script the Invoice Printing so they don't even get the options.

I guess there are too many to Preview?

A new form code may work for this purpose. I'm not sure why they're not just previewing vs printing. I've noticed with most of my larger customers that they want to lock down order entry and shipping to the greatest extent possible. I think because it can be time consuming to undo mistakes.

The problem with a new Form Code is that once they Print, they'll miss the chance to automatically email the invoices.

Many of my clients use Invoice History Printing instead. That way it is posted to the permanent files before the customer gets an electronic copy.

We had some issues with BOM suppressing components which was causing some serialized items not to print. They were probably printing the invoice to be sure that the serial # printed ok. I like the idea of invoice history printing once these folks are more caught up in the changeover. I especially would like a smoother way to process the credit card transaction which right now they're doing manually because they want to stay with their local bank. Moving to any of the processor integrations involves either a new merchant or a surcharge to retain your current processor.

@WayneSchulz It doesn't matter if you only use one email account. If the company hosts it's own Exchange server, the IT person should be able to limit the ability to relay email by IP address. computer name, and possibly Windows user logon.