The user warns to automatically create and send a PDF by emal when adding a sales quotation. Where can you set up the option to do this? Note: There are 2 correct answers to this question.

Question

Options

• AIn the general settings
• BIn document settings
• CIn the print preferences
• DIn the user defaults

• A
  5% (2)
• B
  11% (4)
• C
  84% (32)

Explanation

Automatic PDF generation and email dispatch for sales quotations is configured in Print Preferences (C) and User Defaults (D) - both of these locations in SAP Business One contain output settings that let you define per-document-type behavior, including automatically creating a PDF and sending it via email upon document creation. General Settings (A) controls system-wide configurations like currency and display options, not document output automation. Document Settings (B) governs document-level rules such as serial number management and warnings, but does not include output or email automation options. A helpful memory tip: think "P-U-D-F" - Print preferences and User Defaults control how documents are delivered as Files (PDFs) - both are "per-user output" screens, which is exactly where you'd expect to find personal automation for sending documents.

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