Using eMessages

eMessages allows users to send information to trading partners using a standard email text message and file attachment, or a stored message. The email can be set to the trading partners based on the audience or category and roles assigned for their contact information. The contact information is based on the eContact category or type of partner. The partner types are:

Additional message groups can be created for groups that are not defined in eContacts.

When you first enter the eMessages option a Select An Option window will appear with the following options:

EXIT – Select EXIT to exit the eMessages option.

You will return to the User menu.

Send Text – Select Send Text to send a simple text message.

1. Scroll to the Send Text option and press Enter to confirm your selection.

2. In the Subject field, enter a subject line for the message.

3. Enter the message in the Message Body window that appears. Press F10 key when done.

4. A Target Audience window will display. Select an audience to receive the message. Scroll to one or more eContacts from the list of eContact categories.

5. Command options will appear:

Send – Select Send to send the email to the list of recipients found for each category and role selected. A Printing and Emailing Options window will appear with a list of all of the eContacts found for the selected audience.
- Select the specific recipients you want to send the message to. An asterisk (*) will appear beside each eContact, indicating that they have been selected. To remove someone from the list, select the appropriate line and press Enter. The asterisk will disappear, indicating the eContact has been removed from the list of recipients. When you are finished, press F10 to continue.
Audience – Select Audience to modify the list of categories to send the email to.
Body – Select Body to edit the body of the email.
Change – Select Change to change the subject line of the email.
Update – Select Update to save the email so that it may be used again. See Message Group for more information.
Delete - N/A
Exit – Select Exit to return to the Select An Option window.

Send File – Select Send File to send a file that you created

This option allows you to send an email attachment.

1. Scroll to the Send File option and press Enter to confirm.

2. At the Subject field enter a subject line for the message.

3. Use the Windows selection box to select the proper file to attach. The default location is the Shared\NetYield\data\Company name\Emessages folder. Use the selection box to select the file and press ok. The default file type is HTML. The file selected will be displayed on the Attachment line.

4. A Target Audience window will appear. Select an audience to receive the message. Scroll to one or more eContacts from the list of eContact categories. For Customer, Location, and Vendor, select the role for the recipient of the email. Press F6 to display a Select A Role window listing the available roles for the email recipient. Scroll to the appropriate role and press Enter to confirm your selection. Select EXIT to continue. Press F10 when you are done selecting eContacts.

5. Command options will appear with the following options:

Send – Select Send to send the email to the list of recipients found for each category and role selected. A Printing and Emailing Options window will appear with a list of all of the eContacts found for the selected audience.
- Select the specific recipients you want to send the message to. An asterisk (*) will appear beside each eContact, indicating that they have been selected. To remove someone from the list, select the appropriate line and press Enter. The asterisk will disappear, indicating the eContact has been removed from the list of recipients. When you are finished, press F10 to continue.
- The following message will appear: "Send to tagged email addresses? No/Yes."
  - Select no if you do not want to send the email and attached file to the recipient(s).
  - Select yes to send the email and attached file to the recipient(s).

Audience – Select Audience to modify the list of categories to send the email to.
Body – Select Body to edit the body of the free form email (F=free form) or select a HTML file (H=HTML) to use as the body of the email. The free form text defaults as "Your file is attached" and displays in the body section. You may change the text or add additional text in the body section now. If the body of the email is HTML. The file name will appear in the body section.
Change – Select Change to change the subject line of the email file attachment or body of the message.
Update – Select Update to save the email so that it may be used again. See Message Group for more information.
Delete – N/A
Exit – Select Exit to exit and return to the Select An Option window.

Send Message – Select Send Message to send a message

This option allows users to send a message along with an attachment.

1. Select the Send Message option.

2. At the Subject field, enter the subject line for the message.

3. At the Attachment field, enter Y (Y=yes) to include an attachment with the message. Use the Windows selection box to select file to attach. The default location is the Shared\NetYield\data\Company name\Emessages folder. Use the selection box to select the file and press ok. The file selected will be displayed on the Attachment line. Enter N (N=no) if there is no attachment.

5. Command options will appear:

Send – Select Send to send the email to the list of recipients found for each category and role selected. A Printing and Emailing Options window will appear with a list of all of the eContacts found for the selected audience.
- Select the specific recipients you want to send the message to. An asterisk (*) will appear beside each eContact, indicating that they have been selected. To remove someone from the list, select the appropriate line and press Enter. The asterisk will disappear, indicating the eContact has been removed from the list of recipients. When you are finished, press F10 to continue.
- The following message will appear: "Send to tagged email addresses? No/Yes."
  - Select no if you do not want to send the email and attached file to the recipient(s).
  - Select yes to send the email and attached file to the recipient(s).

Audience – Select Audience to modify the list of categories to send the email to.
Body – Select Body to edit the body of the free form email (F=free form) or select a HTML file (H=HTML) to use as the body of the email. The free form text defaults as "Your file is attached" and displays in the body section. You may change the text or add additional text in the body section now. If the body of the email is HTML. The file name will appear in the body section.
Change – Select Change to change the subject line of the email file attachment or body of the message.
Update – Select Update to save the email so that it may be used again. See Message Group for more information.
Delete – N/A
Exit – Select Exit to exit and return to the Select An Option window.

Send Stored Message – Select Send Stored Message to send a stored message

This option allows users to send a saved message along with an attachment.

1. Select the Send Stored Message option.

2. A Select A Message Group window will display with a list of stored messages. Scroll to the appropriate stored message group and press Enter.

3. A Select A Message window will appear with the following options:

EXIT – Select EXIT to exit.
ADD – Select ADD to add a new stored message for the message group.
- Enter the message name in the name field.
- Enter the sender email address in the Sender Email field.
- Enter the subject line for the email in the Subject field.
- At the Attachment field, enter Y (Y=yes) to include an attachment with the message. Use the Windows selection box to select file to attach. The default location is the Shared\NetYield\data\Company name\Emessages folder. Use the selection box to select the file and press ok. The file selected will be displayed on the Attachment line. Enter N (N=no) if there is no attachment.
- At the Body field, enter F (F=free form) if you want the body of the email to be free form or select H (H=HTML) to select an HTML file to use as the body of the email. The free form text defaults as "Your file is attached" and displays in the body section. You may change the text or add additional text in the body section now. Press F10 when finished. If the body of the email is HTML. The file name will appear in the body section. You may select a different HTML file if necessary.
- A Target Audience window will appear. Select an audience to receive the message. Scroll to one or more eContacts from the list of eContact categories. For Customer, Location, and Vendor, select the role for the recipient of the email. Press F6 to display a Select A Role window listing the available roles for the email recipient. Scroll to the appropriate role and press Enter to confirm your selection. Select EXIT to continue. Press F10 when you are done selecting eContacts.
- Command options will appear (see below).
A list of previously defined stored messages.

Scroll to the stored message that needs to be sent and press Enter to confirm your selection. Or, select ADD to add a new stored message (see ADD, above).

Command options will appear:

Send – Select Send to send the email to the list of recipients found for each category and role selected. A Printing and Emailing Options window will appear with a list of all of the eContacts found for the selected audience.
- Select the specific recipients you want to send the message to. An asterisk (*) will appear beside each eContact, indicating that they have been selected. To remove someone from the list, select the appropriate line and press Enter. The asterisk will disappear, indicating the eContact has been removed from the list of recipients. When you are finished, press F10 to continue.
- The following message will appear: "Send to tagged email addresses? No/Yes."
  - Select no if you do not want to send the email and attached file to the recipient(s).
  - Select yes to send the email and attached file to the recipient(s).

Audience – Select Audience to modify the list of categories to send the email to.
Body – Select Body to edit the body of the free form email (F=free form) or select a HTML file (H=HTML) to use as the body of the email. The free form text defaults as "Your file is attached" and displays in the body section. You may change the text or add additional text in the body section now. If the body of the email is HTML. The file name will appear in the body section.
Change – Select Change to change the subject line of the email file attachment or body of the message.
Update – Select Update to save the email so that it may be used again. See Message Group for more information.
Delete – N/A
Exit – Select Exit to exit and return to the Select An Option window.

Message Maintenance (Groups) – Select Message Maintenance to create message groups and then assign these groups messages.

1. Select Message Maintenance.

2. A Select A Message Group window will display the following options:

EXIT – Select EXIT to exit and return to the Select An Option window.
ADD Message Group – Select ADD Message Group to add a new message group or change an existing message group.
A list of previously defined message groups.

Scroll to ADD Message Group to add a new message group and press Enter to confirm your selection. See Changing eMessages for information on changing message groups.

3. Enter the message group ID in the Message Group field.

4. Enter the message group name in the Group Name field.

5. Enter the message group sender email address in the Group Sender field.

6. Command options will appear:

Add – Select Add to add the message group.
Exit – Select Exit to exit without adding the message group. You will return to the Message Group field.

Select Add to add the message group.