Company: Link Technologies
Case No: L12465
Logged By: Sanjay (Link Technologies) on 27 Mar 2013 02:20PM
Priority: Not Applicable
Product: Other
Group: To be assigned
Time Taken: 0.00
Assigned To: Sanjay (Link Technologies)
Circulation: Sanjay
Resolve By: Wednesday, 27 March 2013 02:20 PM [4020 days since logged date]
Status: Closed
Subject: HOW TO - Setup scheduled reports and on JIWA Financials
Summary:    

HOW TO - Setup scheduled reports on JIWA Financials

To configure email feature, follow these steps:

  1. Open JIWA -> System -> System Maintenance screen
  2. Click on System tab
  3. Setup the following configurations as follows:
  1. UseRelaySMTPServerForEmail: tick this checkbox
  2. RelaySMTPServerAddress: Enter your SMTP server name
  3. RelaySMTPServerPortNumber: Enter your SMTP Port Number
Once the above is setup, you can then email invoices and schedule debtor statements.

To email invoices, follow these steps:
  1. Open JIWA -> Sales Order Entry -> Sales Order Entry Screen
  2. Search for the invoice to email
  3. Click on Record -> Email
  4. Enter from address, subject and message, then click on Send
To schedule debtor statements, follow these steps:
  1. setup schedule script service configurations:
    1. Open JiwaScheduledScriptsService.exe.config file from JIWA installation folder: C:\Program Files (x86)\Jiwa Financials\Jiwa\Scheduled Scripts Service
    2. Change the following in the file:
      1. Server: Enter your JIWA Server Name
      2. Database: Enter your JIWA Database Name
      3. SQL Login: Enter your SQL Login Name
      4. SQL Password: Enter your SQL Login's password
      5. JIWA Login: Use Admin login
      6. JIWA Password: Enter Admin login's password
      7. Save the file
    3. Open Services.msc from run command
    4. Locate JIWA Scheduled Scripts, right click and select properties
    5. Change startup type to Automatic
    6. Restart the service
  2. Open JIWA -> System -> Scheduled Scripts Screen
  3. Search for "Sample Monthly Debot Statement Report Emailing Script"
  4. Change the ***User Define section values as required
  5. Create a schedule for this script from the Scheduling tab
  6. Tick enable and save the record.
Audit Notes:
If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12465 in the subject line of all emails regarding this issue.

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