RelanceSignaturesElectroniques batch
The RelanceSignaturesElectroniques batch is used to send emails to users who issued electronic signature transactions, listing the quotations and delivery notes that have not been signed yet. The requesters can therefore know which customers have not signed yet to send them reminders.
The electronic signature transactions can be found in the Signatures tab of quotations and delivery notes.
Prerequisite
Before setting up the batch:
- Electronic signatures must be set up (see Configuring the electronic signature);
- Documents must be sent in order to request an electronic signature (see Sending a document for electronic signature).
Batch behavior
When creating the batch, select RelanceSignaturesElectroniques in the Batch template drop-down list.
When the batch is started, it sends an email if there is at least one quotation and/or one delivery note that matches the following criteria:
- The object has not been signed yet;
- In the Signatures tab of the object, the electronic transaction status is In progress, that is to say it is Ready in Universign;
- The transaction date of the object's electronic signature is included in the period set up in the batch (see the BATCH_DELAI_DEVIS and BATCH_DELAI_BL parameters).
If there is no quotation or delivery note that matches all these conditions, the batch does not send any email.
The recipient of the email is the one who requested the transactions, that is to say the Transaction requester specified in the Signatures tab of the quotation or delivery note. The batch sends separate emails for each requester.
The email contains a table in which each line is a quotation or a delivery note. The table contains the following columns:
- Object number,
- Object label,
- Pre-tax amount,
- Customer,
- Current transaction date which indicates the current transaction date of electronic signature,
- Current signer which indicates the name and email address of the signer with the Signature requested status in the object's Signatures tab.
Setting up the batch
The parameters in the following table correspond only to the parameters specific to the RelancesAutomatiques batch.
Reference
To view the parameters common to most batches, refer to Setting up the common parameters.
| Code | Description | Type | Required |
|---|---|---|---|
BATCH_DELAI_BL
|
Period in days for the delivery notes taken into account before the batch execution. Only the unsigned delivery notes with a transaction date included in this period will be listed in the email. Example The batch is executed on July, 27th and I have specified a period of 7. For the unsigned delivery notes that will be listed in the email sent by the batch, their transaction dates must be between July, 20th and July, 27th. |
Number Ex: 7 |
No |
BATCH_DELAI_DEVIS
|
Period in days for the quotations taken into account before the batch execution. Only the unsigned quotations with a transaction date included in this period will be listed in the email. Example The batch is executed on July, 27th and I have specified a period of 7. For the unsigned quotations that will be listed in the email sent by the batch, their transaction dates must be between July, 20th and July, 27th. |
Number Ex: 7 |
No |
BATCH_LISTE_SOCIETE
|
Codes of the companies to take into account. To select multiple companies, separate the company codes with / characters. |
String Ex: COM1/COM2/COM3 |
No |
MOT_CLE_OBJET_MAIL
|
Code of the keyword used as the email's subject. |
String Ex: |
No |
