Integration with Aptean Document Publication

When the Aptean Contract Management extension is used in conjunction with the Aptean Document Publication extension, you can publish sales and purchase contracts as documents using the publication target (for example, email or print) configured for contract documents.

Set up the category code for contract publication

1. Select the Search icon, enter Contract Setup, and then choose the related link.
2. On the Sales FastTab, in the Sales Contract Custom Category Code field, select the category code to use when publishing sales contracts.
3. On the Purchase FastTab, in the Purchase Contract Custom Category Code field, select the category code to use when publishing purchase contracts.

These fields are visible only when the Aptean Document Publication extension is installed. A category code must be configured before you can publish a contract; otherwise, the system displays an error.

Publish a single contract

• To publish a contract using a dialog where you can change the publication target, mail recipient, or other details, on the Sales Contract or Purchase Contract page, on the action bar, select Publish.
• To publish a contract directly, using the default values without showing a dialog, on the Sales Contract or Purchase Contract page, on the action bar, select Publish Directly.

Both actions are available when the contract Status field value is Open, Released, or Closed, and a customer or vendor is specified on the contract.

Publish multiple contracts at once

On the Sales Contracts or Purchase Contracts list page, select the contracts you want to publish, and then on the action bar, select Publish or Publish Directly.