We have an APR set up to email our customers invoices based on the role of the contact. However, we have customers that only want these sent to certain people based on the ship to. For instance, Company ABC wants the invoices for ship to # 1 going to these 2 email addresses, the invoices for ship t…

[image] dlangton: We have an APR set up to email our customers invoices based on the role of the contact. However, we have customers that only want these sent to certain people based on the ship to. It may be your join on the ssrs report. What does it look like? You should get a unique emai…

Ship Tos have their own contacts that have a primary shipping flag on them. So you may need to modify the RDD to include that information then do the breaking on that. [image] either that or you many need to add a ud field if you want to sent to multiples. Typically the primary checkbox only can …

Which field are you referencing when sending the email? [image]

Here is a screen shot of the APR [image] We are using the CustCnt.RoleCode as we only want to email those contact with these 2 role codes (not all contacts). [image] However, I found that that is referencing the same field regardless of where the contact is located on the customer file. Here …

We don’t want to use the primary as there are multiple that need to be emailed.

We are using CustCnt.EMailAddress as we are basing it off the CustCnt.RoleCode

So the field in my screenshot should be the email address of the ship to contact. The only difference between a ship to contact and a customer contact is that the ShipToNum field is filled in on the ship to contact, and blank on the customer contact. Its not a different table or field. But the ou…

Your solution looks similar to our. The difference being that we added additional contact check boxes to the customer screen: [image] Then the team can flag as many “secondary” contacts as they want and if appropriate a primary as well. There’s then processes that run in the background to build …

Ok, that makes sense. I will try using that to filter out the emails needed. Thank you.

This is what I did. [image] Email invoices to multiple emails Kinetic ERP I added check boxes to the contact forms for Customer and Supplier and called out the automated reports that you can send. If you want someone to always be copied on the report type, you…

Advanced Print Routing emailing to all contacts rather than those specific to that ship to

Kinetic ERP

jkane (John Kane) June 3, 2026, 12:51pm 11

This is what I did.