How to send a mail in baan
Baan is an ERP system, and sending a mail in Baan involves creating a mail document and sending it to the desired recipient. Here's a step-by-step guide on how to send a mail in Baan:
Prerequisites:
- You must have the necessary permissions to send a mail in Baan.
- You must have a valid email address set up in Baan.
Step 1: Create a new mail document
- Log in to Baan and navigate to the "Mail" module.
- Click on the "Create" button to create a new mail document.
- Fill in the required information, such as:
- Recipient: Enter the email address of the recipient.
- Subject: Enter a brief summary of the mail.
- Body: Enter the main content of the mail.
- You can also attach files to the mail by clicking on the "Attach" button.
Step 2: Set the mail type
- In the "Mail" module, click on the "Type" dropdown menu and select the type of mail you want to send (e.g., "Internal", "External", or "System").
- Depending on the mail type, you may need to enter additional information, such as the sender's email address or the mail's priority.
Step 3: Send the mail
- Click on the "Send" button to send the mail.
- Baan will validate the recipient's email address and send the mail if it is valid.
- You can track the status of the mail by clicking on the "Mail" module and searching for the mail document.
Tips and Variations:
- You can also send a mail from a transaction or a document in Baan by clicking on the "Mail" button.
- You can use Baan's built-in mail templates to create a standard mail format.
- You can also use Baan's API to send a mail programmatically.
- If you are using Baan 5.1 or later, you can use the "Mail" module to send a mail with attachments.