Managing the Order Report
You can use K2 to run, export, save and print reports on orders.
From an order record, you can do the following:
To run the Order Report:
Search for and open the relevant order.
Select Order report from the Report drop-down on the Order Editor.
The Report Viewer is displayed.
The order report can be emailed to a contractor directly from K2, provided that the contractor has a valid email address in the Contact Details section on the Agency Editor. Refer to Adding or Editing an Agency for further information.
The following options should also be considered:
The Only email Authorised Orders setting in on the General tab in Financial Options (accessed by navigating to Tools > System Settings) determines if the Authorised check box must be selected for the email functionality to become available.
The Edit Email Before Sending setting in User Options (accessed by navigating to Tools > User Options) determines if you want to view and edit the email before it is sent.
To email the order report:
Search for and open the relevant order.
Select the Email Order Report to Contractor option in the Tasks panel.
If the Edit Email Before Sending setting is set to 'False', the email is sent immediately.
If the Edit Email Before Sending setting is set to 'True', the Edit Email window is displayed.
The default email text is defined in the Standard Email Text (in the Core reference data) and Custom Email Text (in the Order reference data).
Edit the text as required.
Click the Send button.
A notification is displayed in the Notification List panel, provided you have the Finance Notification role.