Check your knowledge

• 2 min.

1. 
Match the user scenario to the feature which would set this up in Document Output.
A. 
A bookkeeper wants to automatically send purchase orders if they have just been released.
B. 
A customer wants to be notified on the 15th day of each month of any due balances.
C. 
A warehouse manager wants to send a batch of shipping notices without waiting for the reports to generate and render.
2. 

A customer has asked that future statements are sent every 14 days, rather than every month.

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

From the Document Output customer card, change the Send Statement Code.

From the Document Output customer card, change the Output Profile.

From the email template for Statement, change the Period for Sending option.
3. 

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.

Use the filter so that only the one customer's reports are included.
Go to role center Cue for Unhandled Issued Reminders.
Use the option for Send all to queue.
Change the No. Printed option to 1.
Open each report and use the Queue email option.
4. 

A sales manager wants to create an email job to send new Sales Quotes when they are released. Which of the following table filter and fields filter combinations would achieve this?

Use the table filter for Document Date, and enter today's date in the field filter.

Use the table filter for Status, and enter the date formula " >=t " in the field filter.

Use the table filter for Status, and set the field filter as Released.
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