APM - Multiple Documents for Same Email Address

Yahoo Archive
1

Tracy,

 

In the APM Administrator program, open the Recipient group you're emailing to, then highlight the EMail Method group in the middle box. Click Edit. On the box that appears, there should be a checkbox labeled "Send all items in a single email message". Clear that checkbox and you should be good to go.

 

I had that same problem.

 

Ernie Lowell

Diba Industries



---In vantage@yahoogroups.com, <tracy.smith@...> wrote:


We have recently implemented APM and have had a little basic training from Epicor but have a query regarding and the attachments
\ subjects.  We have set the AR invoices up to send with the Invoice Number in the subject and to reference the Pack Slip in the email body.  We sent a batch of invoices
through which had multiple invoices for the same invoice address… all invoices
were attached but this meant that the email subject and body were incorrect as
they only referenced one invoice.  Does anyone know how
we make the system send everything separately? 
Thank you.

2


We have recently implemented APM and have had a little basic training from Epicor but have a query regarding and the attachments
\ subjects.  We have set the AR invoices up to send with the Invoice Number in the subject and to reference the Pack Slip in the email body.  We sent a batch of invoices
through which had multiple invoices for the same invoice address… all invoices
were attached but this meant that the email subject and body were incorrect as
they only referenced one invoice.  Does anyone know how
we make the system send everything separately? 
Thank you.

3

You would need to configure APM first open the document type, go to ERM configuration, and click the configure button. Then on the ERM options tabk under identify document his Configure, make sure you have the word Invoice or something here selected to identify the type of document you want. Then go over to the Decollation tab.  Under the new document trigger you want to set your primary trigger as the invoice number, you can add a second level filter here but I imagine every invoice number would be unique so I can't rreally see this as necessary.  Apply changes and hit ok. then close that window, 


Then under output management go to Recipients, open the recipient you set up for your invoices. Hit edit and an "Email" screen should open.  At the very bottom there is a checkbox "Send all items in a single message" make sure this is unchecked otherwise the system will hold all similar types of documents and group them together (which it sounds like is your problem). When you clear this check box every item should send individually. 


Hope this helps solve your problem. Let me know if you need any clarification on this. 


-Bobby



---In vantage@yahoogroups.com, <tracy.smith@...> wrote:


We have recently implemented APM and have had a little basic training from Epicor but have a query regarding and the attachments
\ subjects.  We have set the AR invoices up to send with the Invoice Number in the subject and to reference the Pack Slip in the email body.  We sent a batch of invoices
through which had multiple invoices for the same invoice address… all invoices
were attached but this meant that the email subject and body were incorrect as
they only referenced one invoice.  Does anyone know how
we make the system send everything separately? 
Thank you.


4

 Thank you!  We had all the ERM configuration set according to your instructions but I have had to clear the check box on the Recipient and am hoping when our invoices are printed later today it should all work correctly :)



---In vantage@yahoogroups.com, <ralmon@...> wrote:

You would need to configure APM first open the document type, go to ERM configuration, and click the configure button. Then on the ERM options tabk under identify document his Configure, make sure you have the word Invoice or something here selected to identify the type of document you want. Then go over to the Decollation tab.  Under the new document trigger you want to set your primary trigger as the invoice number, you can add a second level filter here but I imagine every invoice number would be unique so I can't rreally see this as necessary.  Apply changes and hit ok. then close that window, 


Then under output management go to Recipients, open the recipient you set up for your invoices. Hit edit and an "Email" screen should open.  At the very bottom there is a checkbox "Send all items in a single message" make sure this is unchecked otherwise the system will hold all similar types of documents and group them together (which it sounds like is your problem). When you clear this check box every item should send individually. 


Hope this helps solve your problem. Let me know if you need any clarification on this. 


-Bobby



---In vantage@yahoogroups.com, <tracy.smith@...> wrote:


We have recently implemented APM and have had a little basic training from Epicor but have a query regarding and the attachments
\ subjects.  We have set the AR invoices up to send with the Invoice Number in the subject and to reference the Pack Slip in the email body.  We sent a batch of invoices
through which had multiple invoices for the same invoice address… all invoices
were attached but this meant that the email subject and body were incorrect as
they only referenced one invoice.  Does anyone know how
we make the system send everything separately? 
Thank you.