Advanced Print management

Oh and it is very, very highly recommended that you hang out for the latest APM (doc-link 2.7) as this permits setting the Sender of the email equal to some document property. This way your PO email can go out with a Sender Address of the PO Buyer Email which is helpfully already printed on the PO. In the past, the Sender of every email generated by doc-link was donotreply@... which was set at the doc-link system-level.


--- In vantage@yahoogroups.com, "Alex Fiedler" <alex@...> wrote:
>
>
> How do you mass-print PO's BTW? If you have a way then you need to ensure that you define in APM a decollation document property, i.e. a document property which is present on every page, and which changes when you have a new document. In your case of course it will be the PO number for which you can use the existing "Document Number" master property in APM.
>
> The delivery method should also be present on every page. In practice this is best put on the page footer.
>
> Use a character field e.g. Supplier.Character01 and ensure that you set it to either "Hardcopy","Fax" or "Email". Then make sure the report data definition for POForm sends this, and that the Crystal report displays it on the bottom of the page.
>
> Finally ensure that you create a routing list for each delivery method, with the appropriate filter condition.
>
> The routing list group in turn would use the appropriate Recipient. It's best to have a recipient for each document type and delivery method so you can customise the header text of the email/fax.
>
>
>
> --- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@> wrote:
> >
> > Hi,
> >
> > I'd like to manage/automate processing of POs while mass printing.
> > Group/sort the POs and then select a delivery method.
> >
> > I'm wondering if APM might take care of these?
> > I found out we have APM, but never used it.
> > I have an install guide only, no examples of its use.
> >
> > Thanks
> >
>
Anybody using this? Any issues with its use? We want to use it to send out automated emails, like Sales Order confirmations and some reports to our field sales force...
We use APM and have been for about 3 years now. We had some issues.
I'd be glad to talk offline about our troubles. We use it in the manner
that you mention below. It is a powerful and reliable tool, now that
we've ironed out all the kinks.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CarlH
Sent: Thursday, September 23, 2010 9:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Advanced Print management





Anybody using this? Any issues with its use? We want to use it to send
out automated emails, like Sales Order confirmations and some reports to
our field sales force...





[Non-text portions of this message have been removed]
We have been using Altec for over a year and once we got the 'best method'
sorted out, it is superb. We have only had one issue with it since getting it
working properly.

All of our customer facign forms are now either Emailed or Faxed. The forms
themselves detect the language the customer is in. We have set different forms
up in different ways. For quote and sales order the user has an option whether
they would like to send the doc to email or fax. With the invoices crystal works
out if it should be sent by fax or email (email being the preferred option if
the details are available) and altec send them automatically. When our sales
team invoice, they press print once and dont have to do anything else.

We estimate invoices done this way along saves us £7500 / year compared to
manually sending them by mail with labour, mail, envelopes etc.

I would be happy to give pointers if you email me offline.




________________________________
From: Blake Clemens <blake.clemens@...>
To: vantage@yahoogroups.com
Sent: Thu, 23 September, 2010 14:36:37
Subject: RE: [Vantage] Advanced Print management

Â
We use APM and have been for about 3 years now. We had some issues.
I'd be glad to talk offline about our troubles. We use it in the manner
that you mention below. It is a powerful and reliable tool, now that
we've ironed out all the kinks.

Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CarlH
Sent: Thursday, September 23, 2010 9:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Advanced Print management

Anybody using this? Any issues with its use? We want to use it to send
out automated emails, like Sales Order confirmations and some reports to
our field sales force...

[Non-text portions of this message have been removed]


We have been




[Non-text portions of this message have been removed]
How do you have it set up so they only have to hit print once to send the document? BPM?



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Chris Thompson
Sent: Thursday, September 23, 2010 11:01 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Advanced Print management





We have been using Altec for over a year and once we got the 'best method'
sorted out, it is superb. We have only had one issue with it since getting it
working properly.

All of our customer facign forms are now either Emailed or Faxed. The forms
themselves detect the language the customer is in. We have set different forms
up in different ways. For quote and sales order the user has an option whether
they would like to send the doc to email or fax. With the invoices crystal works
out if it should be sent by fax or email (email being the preferred option if
the details are available) and altec send them automatically. When our sales
team invoice, they press print once and dont have to do anything else.

We estimate invoices done this way along saves us £7500 / year compared to
manually sending them by mail with labour, mail, envelopes etc.

I would be happy to give pointers if you email me offline.

________________________________
From: Blake Clemens <blake.clemens@... <mailto:blake.clemens%40d-m-c.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thu, 23 September, 2010 14:36:37
Subject: RE: [Vantage] Advanced Print management


We use APM and have been for about 3 years now. We had some issues.
I'd be glad to talk offline about our troubles. We use it in the manner
that you mention below. It is a powerful and reliable tool, now that
we've ironed out all the kinks.

Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf
Of CarlH
Sent: Thursday, September 23, 2010 9:26 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Advanced Print management

Anybody using this? Any issues with its use? We want to use it to send
out automated emails, like Sales Order confirmations and some reports to
our field sales force...

[Non-text portions of this message have been removed]

We have been

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
For example, for the Invoice, I have a formula which is quite complicated but
easy once you figure it out.

We want it to check to see if the email is their for somebody marked as Primary
Billing, if not, is there a fax for this person, if not is there a fax for the
alternate bill to, if not, is there an email for the company on the companies
main page, if not is there a fax, if not, tell me its not on file.

I dont use BPMs as I dont like them and they aren't always accurate.

I write intelligent forumals for Crystal and display them hidden in the top of
my document that I am going to send. I then tell Altec to send things different
ways when it sees certain phrases in this invisible text.

Initially I get crystal to translate the form into the correct language so for
german customers it is in German etc.

I set crystal up in different ways for different forms. My favorite is the
Invoice.

I have a subreport which does the following:

EL - By Post  <<< We have some customer who will only accespt invoices by mail

if ({InvcHead.Customer_LangNameID} = "eng")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Invoice Address" else
if ({InvcHead.Customer_LangNameID} = "fra")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Adresse de Facturation" else
if ({InvcHead.Customer_LangNameID} = "deu")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Rechnungsadresse" else
if ({InvcHead.Customer_LangNameID} = "enu")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Invoice Address" else
{@EL - Check 1}


EL - Check 1Â <<< This checks to see if there is a primary billing contact email
address (the sub-report is filtered on Primary Billing Contact initially)

If isnull({CustCnt.EMailAddress}) then {@EL - Check 2}
else {CustCnt.EMailAddress}


EL - Check 2 <<< Checks for fax

if isnull({CustCnt.FaxNum}) then {@EL - Check 3}
else {CustCnt.FaxNum}


EL - Check 3

if isnull({CUSTOMER.BTFaxNum}) then {@EL - Check 4}
else {CUSTOMER.BTFaxNum}


EL - Check 4

if isnull({CUSTOMER.EMailAddress}) then {@EL - Check 5}
else {CUSTOMER.EMailAddress}


EL - Check 5

if isnull({CUSTOMER.FaxNum}) then {@EL - Check 6}
else {CUSTOMER.FaxNum}


EL - Check 6 <<< Displays 'Not On File' if no email or fax details exist

If {INVCHEAD.Customer_LangNameID} = "eng" then "Not on file"
else
If {INVCHEAD.Customer_LangNameID} = "fra" then "Pas sur dossier"
else
If {INVCHEAD.Customer_LangNameID} = "deu" then "nicht vorhanden"
else
If {INVCHEAD.Customer_LangNameID} = "enu" then "Not on file"


EL - Email or Fax <<< Checks if the document (based on the above) should be sent
by email or fax

if ({@EL - By Post} > '0') AND ({@EL - By Post} < 'a') then "Fax"
else
If InStr({@EL - By Post}, '@') > 0 then "Email" & " " &
{INVCHEAD.Customer_LangNameID}
else
If (InStr({@EL - By Post}, '@') < 0) AND ({@EL - By Post} > 'a')
then
''

The document property Altec picks up on is ...

<<FormTitle>><<EL - Email or Fax>>


Once Altec knows if it is an email or fax and which language it is, it gets
routed so the cover text for the email is in the correct language. If it is a
fax it just gets sent. If it detects that it is to be sent by post, it is
directed to an internal mailbox where somebody on the morning opens the PDFs,
prints and sends them.


Its a lot to take in, but once you get your head round it, it is fairly simple
and easy to reporduce for other reports. Although Invoices are the only ones we
print on mass as a group. With Quotes etc, the user has the freedom to select
either fax or email.




________________________________
From: Blake Clemens <blake.clemens@...>
To: vantage@yahoogroups.com
Sent: Thu, 23 September, 2010 16:06:16
Subject: RE: [Vantage] Advanced Print management

Â
How do you have it set up so they only have to hit print once to send the
document? BPM?




Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Chris Thompson

Sent: Thursday, September 23, 2010 11:01 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Advanced Print management





We have been using Altec for over a year and once we got the 'best method'
sorted out, it is superb. We have only had one issue with it since getting it
working properly.

All of our customer facign forms are now either Emailed or Faxed. The forms
themselves detect the language the customer is in. We have set different forms
up in different ways. For quote and sales order the user has an option whether
they would like to send the doc to email or fax. With the invoices crystal works

out if it should be sent by fax or email (email being the preferred option if
the details are available) and altec send them automatically. When our sales
team invoice, they press print once and dont have to do anything else.

We estimate invoices done this way along saves us £7500 / year compared to
manually sending them by mail with labour, mail, envelopes etc.

I would be happy to give pointers if you email me offline.

________________________________
From: Blake Clemens <blake.clemens@... <mailto:blake.clemens%40d-m-c.com>
>

To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thu, 23 September, 2010 14:36:37
Subject: RE: [Vantage] Advanced Print management


We use APM and have been for about 3 years now. We had some issues.
I'd be glad to talk offline about our troubles. We use it in the manner
that you mention below. It is a powerful and reliable tool, now that
we've ironed out all the kinks.

Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf

Of CarlH
Sent: Thursday, September 23, 2010 9:26 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Advanced Print management

Anybody using this? Any issues with its use? We want to use it to send
out automated emails, like Sales Order confirmations and some reports to
our field sales force...

[Non-text portions of this message have been removed]

We have been

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
There are a couple issues.

I have yet to be able to get it to work consistently on a windows 2008
server and the same with a windows 2003 64-bit server.

My recommendation would be to use a Windows 2003 32-bit server for the
application.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
CarlH
Sent: Thursday, September 23, 2010 9:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Advanced Print management

Anybody using this? Any issues with its use? We want to use it to send out
automated emails, like Sales Order confirmations and some reports to our
field sales force...



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
We are using it. Â Absolutely expensive and complicated to setup, just for automated delivery tho.
Chris

--- On Thu, 9/23/10, Ned <TechnoBabbly@...> wrote:

From: Ned <TechnoBabbly@...>
Subject: RE: [Vantage] Advanced Print management
To: vantage@yahoogroups.com
Date: Thursday, September 23, 2010, 3:03 PM
















Â









There are a couple issues.



I have yet to be able to get it to work consistently on a windows 2008

server and the same with a windows 2003 64-bit server.



My recommendation would be to use a Windows 2003 32-bit server for the

application.



-----Original Message-----

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of

CarlH

Sent: Thursday, September 23, 2010 9:26 AM

To: vantage@yahoogroups.com

Subject: [Vantage] Advanced Print management



Anybody using this? Any issues with its use? We want to use it to send out

automated emails, like Sales Order confirmations and some reports to our

field sales force...



------------------------------------



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have

already linked your email address to a yahoo id to enable access. )

(1) To access the Files Section of our Yahoo!Group for Report Builder and

Crystal Reports and other 'goodies', please goto:

http://groups.yahoo.com/group/vantage/files/.

(2) To search through old msg's goto:

http://groups.yahoo.com/group/vantage/messages

(3) To view links to Vendors that provide Vantage services goto:

http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links






























[Non-text portions of this message have been removed]
I would say the Altec side of things takes about 10 minutes to set up and test
per document.

The things that require more 'thinking' are how to get Crystal to display the
correct data (especially when dealing with 4 languages).




________________________________
From: xorone <xorone@...>
To: vantage@yahoogroups.com
Sent: Thu, 23 September, 2010 22:06:48
Subject: RE: [Vantage] Advanced Print management

Â
We are using it. Â Absolutely expensive and complicated to setup, just for
automated delivery tho.
Chris

--- On Thu, 9/23/10, Ned <TechnoBabbly@...> wrote:

From: Ned <TechnoBabbly@...>
Subject: RE: [Vantage] Advanced Print management
To: vantage@yahoogroups.com
Date: Thursday, September 23, 2010, 3:03 PM

Â

There are a couple issues.

I have yet to be able to get it to work consistently on a windows 2008

server and the same with a windows 2003 64-bit server.

My recommendation would be to use a Windows 2003 32-bit server for the

application.

-----Original Message-----

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of

CarlH

Sent: Thursday, September 23, 2010 9:26 AM

To: vantage@yahoogroups.com

Subject: [Vantage] Advanced Print management

Anybody using this? Any issues with its use? We want to use it to send out

automated emails, like Sales Order confirmations and some reports to our

field sales force...

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have

already linked your email address to a yahoo id to enable access. )

(1) To access the Files Section of our Yahoo!Group for Report Builder and

Crystal Reports and other 'goodies', please goto:

http://groups.yahoo.com/group/vantage/files/.

(2) To search through old msg's goto:

http://groups.yahoo.com/group/vantage/messages

(3) To view links to Vendors that provide Vantage services goto:

http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links

[Non-text portions of this message have been removed]


I woul




[Non-text portions of this message have been removed]
Hi,

I'd like to manage/automate processing of POs while mass printing.
Group/sort the POs and then select a delivery method.

I'm wondering if APM might take care of these?
I found out we have APM, but never used it.
I have an install guide only, no examples of its use.

Thanks
I just started setting up APM. I can show you examples of how it can be used
and you can determine if it will work for you.

Yeah the lack of documentation isnt exactly the greatest thing, but it is
what I have come to expect from Epicor. Luckily, Randall from Doc-Link has
been quick to respond to all of my questions.

let me know if you want me to do a quick screen share of what it can do.

Nick Fuller





On Sat, 03 Sep 2011 16:03:50 -0000
"cooner_55421" <cooner_55421@...> wrote:
Hi,

I'd like to manage/automate processing of POs while mass
printing.
Group/sort the POs and then select a delivery method.

I'm wondering if APM might take care of these?
I found out we have APM, but never used it.
I have an install guide only, no examples of its use.

Thanks
I wouldn’t mind a screen share. I am trying the setup too (not done yet – hopefully I can finish on Tues). I know there are some docs on the files section of this group – someone from the VMUG shared that information.

Thanks,
Karen

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Nick
Sent: Saturday, September 03, 2011 12:53 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Advanced Print management



I just started setting up APM. I can show you examples of how it can be used
and you can determine if it will work for you.

Yeah the lack of documentation isnt exactly the greatest thing, but it is
what I have come to expect from Epicor. Luckily, Randall from Doc-Link has
been quick to respond to all of my questions.

let me know if you want me to do a quick screen share of what it can do.

Nick Fuller

On Sat, 03 Sep 2011 16:03:50 -0000
"cooner_55421" <cooner_55421@...<mailto:cooner_55421%40yahoo.com>> wrote:
Hi,

I'd like to manage/automate processing of POs while mass
printing.
Group/sort the POs and then select a delivery method.

I'm wondering if APM might take care of these?
I found out we have APM, but never used it.
I have an install guide only, no examples of its use.

Thanks



[Non-text portions of this message have been removed]
How do you mass-print PO's BTW? If you have a way then you need to ensure that you define in APM a decollation document property, i.e. a document property which is present on every page, and which changes when you have a new document. In your case of course it will be the PO number for which you can use the existing "Document Number" master property in APM.

The delivery method should also be present on every page. In practice this is best put on the page footer.

Use a character field e.g. Supplier.Character01 and ensure that you set it to either "Hardcopy","Fax" or "Email". Then make sure the report data definition for POForm sends this, and that the Crystal report displays it on the bottom of the page.

Finally ensure that you create a routing list for each delivery method, with the appropriate filter condition.

The routing list group in turn would use the appropriate Recipient. It's best to have a recipient for each document type and delivery method so you can customise the header text of the email/fax.



--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> Hi,
>
> I'd like to manage/automate processing of POs while mass printing.
> Group/sort the POs and then select a delivery method.
>
> I'm wondering if APM might take care of these?
> I found out we have APM, but never used it.
> I have an install guide only, no examples of its use.
>
> Thanks
>