Set Options

The Set Options form is used to capture Opera 3 user and group codes for those people who are responsible for scheduling repeat invoicing tasks created in the Sales Order Processing or Invoicing applications. This form is also used to capture email server settings, which must be entered for email debt correspondence, payslips and P60s generated in Opera 3.

Box	Description
Messaging Settings These settings apply to tasks that are created in the Repeat Invoice command in the Sales Order Processing or Invoicing applications. The Repeat Invoice command includes a feature to defer the posting of contract documents until a defined date and time. Contract documents are those 'foundation' documents that are created in the Sales Order Processing - Processing - Document command and have the Repeat box on the document's header ticked. This feature works with the Task Scheduler application which is where the date and time for the actual posting are set up. A task can either be scheduled at the same time as setting up deferred repeat invoicing or a message can be sent to an administrator to schedule it for when it needs to be posted. This is useful for those users who do not have Task Scheduler installed on their computer or they have not been trained to use it.
User ID(s)	The login IDs for the people who will schedule repeat invoicing postings in Task Scheduler. If you want more than one person to receive the message, separate each login ID with a comma. For example, if you wanted both the MANAGER and ADMIN users to receive the message, enter MANAGER, ADMIN in this box. User IDs are set up on the System - Maintenance - User Profiles System - Maintenance - User Profiles form.
Group ID(s)	The group IDs for the people who will schedule repeat invoicing postings in Task Scheduler. If you want more than one group to receive the message, separate each group ID with a comma. Group IDs are set up on the System - Maintenance - User Groups form.
Message Duration	The length of time you want the message to be active for the selected recipients. For example if you select 1 day the message will be displayed for up to one day before it expires. If a user is not logged in to Opera at the time but does log in up to a day after the message is sent, the message will still be displayed. If they log in after a day is passed, the message will not be displayed. Once a message is read it is not displayed again.
Email server details must be entered so that debt correspondence, payslips and P60s generated in Opera 3 can be sent by email to customers and employees.
Email Server Settings	Enter the settings of your SMTP mail server. As a minimum you must update the SMTP Server Name and Port Number boxes. Tip: To test the settings then you can send a test email by entering a from and to email address in the From Email Address and To Email Address fields respectively and clicking the Send test email button. It is a pre-requisite of using the e-mail features in Opera 3 (debt management correspondence in the Credit Management Centre and emailing payslips and P60s in Payroll) that an SMTP mail server is configured within the Scheduler.

Box

Description

Messaging Settings

These settings apply to tasks that are created in the Repeat Invoice command in the Sales Order Processing or Invoicing applications.

The Repeat Invoice command includes a feature to defer the posting of contract documents until a defined date and time. Contract documents are those 'foundation' documents that are created in the Sales Order Processing - Processing - Document command and have the Repeat box on the document's header ticked. This feature works with the Task Scheduler application which is where the date and time for the actual posting are set up. A task can either be scheduled at the same time as setting up deferred repeat invoicing or a message can be sent to an administrator to schedule it for when it needs to be posted. This is useful for those users who do not have Task Scheduler installed on their computer or they have not been trained to use it.

User ID(s)

The login IDs for the people who will schedule repeat invoicing postings in Task Scheduler. If you want more than one person to receive the message, separate each login ID with a comma. For example, if you wanted both the MANAGER and ADMIN users to receive the message, enter MANAGER, ADMIN in this box.

User IDs are set up on the System - Maintenance - User Profiles System - Maintenance - User Profiles form.

Group ID(s)

The group IDs for the people who will schedule repeat invoicing postings in Task Scheduler. If you want more than one group to receive the message, separate each group ID with a comma.

Group IDs are set up on the System - Maintenance - User Groups form.

Message Duration

The length of time you want the message to be active for the selected recipients. For example if you select 1 day the message will be displayed for up to one day before it expires. If a user is not logged in to Opera at the time but does log in up to a day after the message is sent, the message will still be displayed. If they log in after a day is passed, the message will not be displayed. Once a message is read it is not displayed again.

Email server details must be entered so that debt correspondence, payslips and P60s generated in Opera 3 can be sent by email to customers and employees.

Email Server Settings

Enter the settings of your SMTP mail server. As a minimum you must update the SMTP Server Name and Port Number boxes.

Tip: To test the settings then you can send a test email by entering a from and to email address in the From Email Address and To Email Address fields respectively and clicking the Send test email button.

It is a pre-requisite of using the e-mail features in Opera 3 (debt management correspondence in the Credit Management Centre and emailing payslips and P60s in Payroll) that an SMTP mail server is configured within the Scheduler.