Changing the email server setup when scheduling delivery

Sage 100 Contractor provides a way for you to change the email server setup when you are scheduling a report to be emailed to a recipient.

To change the email server setup when scheduling delivery:

1. Open a window that provides the tools for email, such as 4-1-2 Payable Invoice List.

   (This example uses the Sample Company.) The 4-1-2 Report Printing window opens with the Report Criteria tab displaying a list of reports. The first report, 21-AP Invoice List, is selected automatically.

2. Click File > Scheduling.

   the Report Scheduling 4-2-1-21—AP Invoice List window appears. The title bar of each report scheduling window reflects the report that you are scheduling.

3. Under Output Options, select the Email checkbox, and then click Edit Email Settings.
4. On the Email Distribution window, click [Email Settings].

5. On the Email Settings window, do one of the following:

   • Select the Send email using Microsoft Outlook option, and then, in the Email Address box, enter the email address.

   • Select the Send email using the company's default SMTP connection option.

     Note: You use the Email/Fax Configuration tab in the 7-1 Company Information window to set up the mail server. (Learn how to enter company information)
     If you have not set up an email server, the Mail Server field is blank. If you have set up an email server, the IP address is shown here, but is not editable.

     1. In the Email Address box, enter the email address.
     2. In the Password box, enter the password.

   • Select the Send email using this alternate SMTP connection option.

     1. In the Server Name text box, type the email server name.
     2. In the Port # box, type the mail server port number.
     3. In the Email Address box, enter the email address.
     4. In the Password box, enter the password.
6. Click OK.