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Evo-ERP and DBA Classic >> Sales >> e-mailing SO-F
http://www.istechforum.com/YaBB.pl?num=1253134101

Message started by Prier Products on 09/16/09 at 13:48:21

Title: e-mailing SO-F
Post by Prier Products on 09/16/09 at 13:48:21

When I print invoices, the print screen has 4 options. When I select Email, a box opens that says Auto Send Email and Contact name or number along with a number choice. If I pick auto and number and 1, will every vendor that has contact info on line one get an e-mailed invoice? If that is the case and I've got alot of vendors with info on line 1 already, would I be better off just adding line 5 info to my vendors that want their invoices e-mailed and picking auto, number and 5?

Title: Re: e-mailing SO-F
Post by Lynn_Pantic on 09/16/09 at 18:02:03

I presume you mean Customers, not Vendors since you are referring to SO-F. The Auto-email option means that if you are emailing a batch of invoices, it will automatically send them rather than you having to click Send for each one. If you choose contact Name, then it will match the "Attention" contact name of each invoice with an email address in AR-A and not email those with no email entered. if you choose a contact number then it will send to the email address of that contact number regardless of the "Attention" name on the sames order. In any case, it only applies to the batch of invoices you are printing.

To answer your question, you could enter the email address for customers who want emailed invoices onto line 5 and then choose auto email and Contact 5 and only those invoices will be emailed. However, the program logic to "print" (and assign invoice number and mark as printed) will apply to all released sales orders in the range.

Title: Re: e-mailing SO-F
Post by Prier Products on 09/17/09 at 08:01:20

We didn't want the default subject on the e-mail, so we went into Settings, US-A and typed Prier Invoice in the subject line. That seems to be something that has to be set up for each user that would be sending the invoices. Do I need to add setting to everyone's menus or could we just run a DBA program on each PC to do that one-time change? If so, what is the program behind US-A?

Title: Re: e-mailing SO-F
Post by NovaZyg on 09/17/09 at 08:11:33

the US-A program is T7SMK.RWN and yes you have to set it up per user and per company if you have multi companies.

Title: Re: e-mailing SO-F
Post by David Waldmann on 10/09/09 at 04:40:17

Lynn_Pantic wrote:

In any case, it only applies to the batch of invoices you are printing.

...However, the program logic to "print" (and assign invoice number and mark as printed) will apply to all released sales orders in the range.

To save me going and making a bunch of phony orders and invoices to try this out, I'm still trying to figure out exactly what this means. This is what it sounds like:

All of my customers that want emailed invoices have their email on line 4.
I have 5 invoices to print and two of them have email addresses.
I go to SO-F and Print Invoices.
Select "Auto Send Email", by Number, and select 4.
Two invoices are emailed, but all 5 are assigned invoice numbers and marked as printed.

I must be misunderstanding... ???