Email profiles not populating fields in Opera II

Asked by: Ryan 1100 views Questions Back to Questions »

Hi everyone,

First of all just wanted to say great idea for a forum. I have always struggled to find support in the past for these little issues.

Anyways, background: Pegasus Opera II (7.00.00) VFP on SBS 2003 server. Clients are Windows XP SP3. All fully patched.

We have been using the SOP > Publish > Email method for a while now which is working great to email documents. The only problem is we have to fill in all the details (Subject, Name and Body Text) manually. So i started looking into the Email Profiles which would be perfect. Logging in as Admin, I made sure to set my test company (Adam\\\’s Light Engineering) to be able to use the email document option (Sales > Processing > Action > Terms and ticking all the email boxes). I made sure to enter both A/C and Order email address fields also. I then go SOP > Processing > Action > Quote (for example) > Action > Print > Email and Subject, Name and Body Text are empty (despite there being an Invoicing/SOP Quote email profile in System > Manintenance > E-mail Profiles)?

The very wierd thing is that (despite having all the options ticked in Terms) only the Delivery Notes (and ONLY Type Ord/D NOT Delivery) have the Email tab pre-populated according to the template?! Quoting the Opera Help File \\\”You can email any document or report to a customer or supplier anyway using the Email tab on the Publisher form, but where accounts are not set up to use e-mail profiles, you have to complete the message details manually.\\\” 

I would really appreciate some help.

Thank you

6 Answers



  1. Brian on Apr 11, 2012 reply

    Hi there. I’ve tried this and got the same results. I’ll do some investigating tomorrow to see if I can come up with anything.

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  2. Ryan on Apr 11, 2012 reply

    Thanks Brian – I would really appreciate some help on this one.

    I tried a fresh install of Opera II (v7) in a VM this weekend and got the same result so I assume there is something fundamental I am not understanding / doing wrong because surely someone else would have noticed this feature doesnt work by now…?

    I look forward to hearing back from you

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  3. Brian on Apr 13, 2012 reply

    I’ve asked around about this and it seems that, with the exception of Orders, it’s only intended to work with Batch Processing.

    Some extracts from F1 Help:

    “Quotes: An option that determines whether sales quotations are emailed to the customer by default when they created using the BATCH PROCESSING command in the Invoicing or Sales Order Processing applications. The quotations are sent to the orders contact’s email address as PDF attachments. The subject and the message text is picked up from the E-Mail Profile for sales quotations, which is defined in the System Manager.”

    “Orders: An option that determines whether order acknowledgements are emailed to the customer by default when they are created using the PROCESSING OR BATCH PROCESSING command in the Invoicing or Sales Order Processing applications. The orders are sent to the orders contact’s email address as PDF attachments. The subject line and the message text is picked up from the E-Mail Profile for sales orders, which is defined in the System Manager.”

    And, no, it doesn’t make any sense to me either.

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  4. Ryan on Apr 14, 2012 reply

    Thanks for looking into this Brian – I really appreciate it.

    Ive just tried this on the VM and it seems to function as you say, only in Batch Processing.

    To put it politely, this seems a little silly. This is surely a glaring fault that I am surprised has never been picked up on before. I will email Pegasus and see if they will issue some fix / update / response.

    Thanks for the help, atleast I now know I wasn’t being stupid!

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  5. Ryan on Apr 16, 2012 reply

    I received the following response from Pegasus:

    “Thank you for your e-mail, I’m pleased to inform you that this functionality will be enhanced in the 7.11.00 release of Pegasus Opera II. This release is due out at the end of September or early October subject to final acceptance testing. The software will be enhanced to include quotes, proformas, deliveries and invoices. Documents and credit notes will remain excluded…”

    Looks like we have a fix on the way! Hooray! Its just a case of waiting the best part of the year for it to arrive now…

    Thanks for all your help

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  6. diseño tiendas online on Aug 22, 2012 reply

    Gracias por la ayuda

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