A customer is configured for EDI (sending invoices automatically), but for one specific document type (like credit invoices) they want the option to Print manually instead — the Message Class setup only offers an all-or-nothing 'Method Default' toggle (checked = always Send via EDI, unchecked = always Print only, with no per-document choice). Is there a way to choose Send-or-Print on a case-by-case basis?

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Answer

There's no built-in per-document choice through the Message Class configuration alone — this requires a small customization. The practical approach: add a Custom Menu item that triggers printing directly (bypassing the standard EDI-send flow), giving users a genuine choice between the standard RMB Send option (still available as-is, sending via EDI) and the new custom menu's Print option, for exactly the documents where a case-by-case choice is needed.

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