This customer recently upgraded 4.05 to 2016 Standard. This question pertains to Paperless Office and the need for the last used type of transmission to be saved on a per user basis.
I have not begun the testing process however, I think this customer says when they use paperless electronic delivery that the last selected option is being applied globally for everyone who is using Sage 100 even if they might not normally desire to email a document.
Have I overlooked an option somewhere?
Here's their info:
When presented with a printing window, there is the option to Print, PDF, Electronic Delivery, etc. listed in the pull down. It appears to hold the last selection that ANYONE used.
Problem here, mostly with SO's but applies to PO's, WT's, etc. is that one user may email a form, and the next time someone just prints it.
Being dynamic and changing all the time has ended up with some customers receiving emails that were not meant to be sent.
In 4.05, the SO and SO invoice forms had a ""Paperless Office Output Default"" that for SO's we left as Print/PDF and SO Inv. at Electronic Delivery. With SO's, this worked as it gave us a pdf every time that we can use for a history track of changes tom the order, and selecting Electronic Delivery as needed. The way it is now it is going to take discipline to manage, and there could still be mistakes easily.