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Check your knowledge

  • 2 min.

Check your knowledge.

      1.

      Match the user scenario to the feature which would set this up in Document Output.

      A
      A customer wants to be notified on the 15th day of each month of any due balances.
      B
      A bookkeeper wants to automatically send purchase orders if they have just been released.
      C
      A warehouse manager wants to send a batch of shipping notices without waiting for the reports to generate and render.
      1.

      Match the user scenario to the feature which would set this up in Document Output.

      A
      A customer has asked that all PDFs sent to them are protected with one specific password.
      B
      A sales manager wants all sales quotes to be verified as sent from them.
      C
      A bookkeeper wants to use a password on all PDF sales invoices sent.
      1

      A customer has asked that future statements should include balances but not entries.

      Which of the following would achieve this best in Document Output?

      1.

      If you create a PDF password on a customer card, which of the following is true? (Select 2 correct answers)

      1.

      A bookkeeper new to using Document Output has finished reviewing a batch of reminders for one customer and now wants to send the reports using the document queue. Select the 3 steps that will help the bookkeeper do this accurately and quickly.

      1

      A warehouse manager wants to create an email job to send new Warehouse Shipment notices at the point that the sales invoice or sales order is posted.

      Which of the following table filter and fields filter combinations would achieve this?