AR invoice submission through Auto Email

Kinetic ERP
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1

Hi,

We are using Kinetic 2023, after we post the AR invoice entry, the invoice should be submitted to our customers’ email per setting in customer maintenance. However, our customers are complaining they receive the invoice twice.

In system monitor, every invoice was sent twice, but cc email and bcc email are all blank.

Anyone knows how to fix this issue?

2

Hello Kelly welcome aboard.

Please provide a screen shot of the setting you have in Customer maintenance that indicates to send the invoice.

Based on what you have explained, it seems that you have a bpm setup that is performing this process of emailing the invoices.

Either there is a problem with the BPM or if it is calling a specific report style with SSRS Routing and Breaking and that workflow is not setup correctly.

3

Hi Hally,

Here is example of setting in customer maintenance,

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Do you have any idea?

Kelly

4

This is the contact setting:

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I don’t know what “sync email to per con” mean.

5

Sorry, what I was asking really was which is the flag that gets the system to automatically print and send the invoice.

6

Based on the screen shots it does look like it’s a SSRS reporting and breaking issue.

We would need to look at configuration of the report styles related to the invoice print.

7

@Hally I’m not an IT technician, do you know how to fix it?
Could it be fixed by setting change or it must need IT help?

8

It is very hard to diagnose from this end give. It requires someone to look at how the invoices are printed/emailed from kinetic. If and if it is using an SSRS Routed report style then that would be the first place to look. As well as the SMTP log (if your version has that). If you can observe the two emails going to the customer then it is an Epicor issue if it is not then it is a problem down the line and IT need to get involved.

Has this always happened or did it just start happening and is it happening for all customers?

9

It has been for a couple months for all customers.
We’ll need to have IT to investigate.

Thank you, @Hally

10

and it is specifically the same invoices being sent twice. If so I would be looking at the following

  • SMTP Log (to prove it is coming out of Epicor twice)
  • If a BPM is involved checking that there are not two doing the same thing (copying the same bpm from one system to another i.e Pilot to Live and it already exists will just add the bpm if not imported correctly making it run twice.
  • Check the breaking of the routing rule for the SSRS report style.
  • Finally check if there is not some scheduled task that is sending the invoices and it was created twice. Use the option to Display ALL Tasks in system monitor.
    Diaplay ALL Tasks

As mentioned I don’t know what version you are on to know if you have the smtp log tool. So you may have to defer to IT to get that information if it is not available in Kinetic.
This is what the menu item looks like
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