APR for Remittance

[dakhit (Dakotah)]

Current State
We use the Print Routing to send out the Purchase Order. When we were setting up with the consultant at implementation, he had me populate the ‘Vendor Email’ field with the PO email address and set the APR up to use the ‘Calc_Email’ that is available in the PO_Header table associated with the Report Style/RDD. Now the company is looking to automate the emailing of remittances as well but not to the extent of using EDI currently. They want a similar design as Purchase Orders in that they hit print and it sends it off via routing.

Issue
The problem I hit was that there is only a single email field on the Vendor file. This is already being used by the Purchase Order email field and functionality. My initial thought was to create a UD field to break these emails out and use this email for the corresponding routing. I’m not able to get the UD field to come through despite altering the RDD to include the Vendor table and the relationship be (Company/VendorNum). I’m not encountering errors any longer but despite the BAQ showing data in the UD column, the SSRS report or emails are populating with the correct test data. I attempted to simply test the data in the email, didn’t get anything, then tried to alter the SSRS report query to JOIN the Vendor table and maybe all the data would be seen then but the report didn’t pull any values either.

Email data

BAQ Data

RDD Screen

What’s the Vendor_UD table for? Did I associate it correctly or is it even needed? I tried to copy the system made relations but also read that users select ‘output’ instead of ‘definition only’, did I do that incorrectly?

Alternate Route?
In researching this, I found that others used the Vendor Contact table to send the emails to. How do you accomplish that so it doesn’t send to every one of the contacts associated with the Vendor? You aren’t able to write code within the APR module from what I recall.

Any tips would be really appreciated! I haven’t had much luck on the Education site either in the terms of RDD manipulation outside of the SSRS report.

[sneumueller (Sam Neumueller)]

We used a condition on a vendor contact field to say if vendor contact “role” = AP or Buyer or whatever then use email address field from that contact. or you could use the purchase point if you utilize that table as well.

[dakhit (Dakotah)]

I appreciate the idea and help in that direction. I did some testing and it’s failing when it checks to see if the contact is active and belongs to the proper role code. Did you encounter the same thing?

[sneumueller (Sam Neumueller)]

Do you have the VendCnt table in your RDD? and the rolecode, email and inactive fields available?

[dakhit (Dakotah)]

I did! I initially forgot to include the fields and found with the first error that it wouldn’t make the JOIN of course.

I had everything under a single condition to verify that it was an email address as well as they belonged to the group but for troubleshooting, I broke them out. This condition is where it’s failing though. My thought was to verify that the contact was active and then verify what role they were correlated with.

[sneumueller (Sam Neumueller)]

So i would break this out to 2 different conditions for troubleshooting and then i would have the rolecode condition first so it narrows down what contact it is looking at before checking to see if it is active. see what is failing then.

[chaddb (Chadd Blanchard)]

@sneumueller

Do you have the VendCnt table in your RDD?

We do. You have to add it. Out of the box I don’t think VendCnt is in the RDD. I seem to remember needing to add when we started emailing remittances.

[ma.hoffman.Tacony (Marta Hoffman)]

We created a new UD field in Vendor (email address field) to send our AP Remittance. It’s available in the RDD under the Linked Tables- under Pick Links tab, push VendorNum over to picked. Then in the Description Fields tab next to it, you will have all Vendor fields to add to your RDD.