The xTupleQuoteEmail EDI Profile is a good
example of a reusable EDI Profile—it can be used to send a Quote to
almost any Prospect or Customer. In fact, that is what it is for.
The xtConnect extension package handles Quotes a little
differently than Sales Orders, Invoices, and Purchase Orders. If xTuple
Connect is enabled, every time you print a Quote and the Quote's bill-to
email address is not empty, EDI will be sent. If the Customer or
Prospect has an EDI Profile attached, that EDI Profile will be used.
Otherwise the xTupleQuoteEmail profile will be used.
For the other Document Types you must explicitly attach an EDI Profile
to the Customer or Vendor to enable sending EDI.
The reasoning behind this feature is that Quotes are often
generated when first establishing a business relationship. You may not
have had the opportunity to enter full details about how to work with
this new Prospect or Customer. Therefore, xTuple Connect makes it easy
to send Quotes electronically, starting with the very first time you
interact with this Prospect or Customer.
