You can set the default registered user tax receipt template, by defining a Gifts: Default Receipt Template rule for the corresponding user group’s Application Security application Group|Attributes page TSorderBO attribute. By default, all registered online users are assigned to the WebSales group.
The default tax receipt templates you can select from, include the following:
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Standard Combined: Provides the standard thank you letter in combination with the tax receipt.
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Standard Tax Receipt: Only provides the tax receipt.
These default templates are located within the %AudienceView%\Mail Merge Templates folder. For more information, refer to Creating a Mail Merge Template.
To set the default tax receipt template for registered online users, complete the following:
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Open the Application Security application from the AudienceView Desktop.
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Select the Group tab.
The Group|Search page appears.
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Search for and select the WebSales group. For more information, refer to the Application Security Group-Search Page and Performing Searches.
The Group|Basic page appears.
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Select the Attributes tab.
The Group|Attributes page appears.
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Select the TSorderBO property.
Rules currently defined for registered online user orders appear.
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Click 'Add Rule'.
A blank rule appears.
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From the 'Attribute Name' field, select the Gifts: Default Receipt Template attribute by clicking
and searching for it.
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From the 'Default Value' field, enter the name of the default thank you letter template.
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Click 'Apply'.
A window confirms that the application updated the group.
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Click 'OK'.
This template is now specified by default, when generating tax receipts for registered online users.