Hi
Part 2 and Part 2a were posted a few weeks ago.
If you cant find them on here let me know and I will post them again.
Thanks.
________________________________
From: wecowidow <rdailey@...>
To: vantage@yahoogroups.com
Sent: Mon, 13 December, 2010 14:50:43
Subject: [Vantage] Re: Automatically Email/Fax Invoices/Statement from Epicor -
Part 1
Â
Yep. Part 1 done. Awaiting part 2
Part 2 and Part 2a were posted a few weeks ago.
If you cant find them on here let me know and I will post them again.
Thanks.
________________________________
From: wecowidow <rdailey@...>
To: vantage@yahoogroups.com
Sent: Mon, 13 December, 2010 14:50:43
Subject: [Vantage] Re: Automatically Email/Fax Invoices/Statement from Epicor -
Part 1
Â
Yep. Part 1 done. Awaiting part 2
--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> Hi All,
>
> Did everyone get step 1 and 2 done successfully?
>
> Thanks,
>
> CHRIS
>
>
>
> ________________________________
> From: adamfeu <afeuerstein@...>
> To: vantage@yahoogroups.com
> Sent: Tue, 30 November, 2010 19:48:08
> Subject: [Vantage] Re: Automatically Email/Fax Invoices/Statement from Epicor -
>
> Part 1
>
> ÂÂ
> First, I wanted to say thank you for this post. It was extremely helpful as I
> was working on this recently and your information put me over the hump. I
>wanted
>
> to note that I did one thing differently after I got it to work. Instead of
> having a relationship between customer and custcnt, I did a relationship
>between
>
> invched and custcnt. The reason for this is that on invoice header, you can
> change who you want to get the email. It defaults in the primary biller, but it
>
> gives you the ability to change. When the relationship is on customer, it
>always
>
> pulls in the default bill to even if you change the contact on the invoice.
>When
>
> I follwed the same pattern with invoice header, the crystal form updated
> whenever I changed the contact.
>
>
> The only difference was on the relationship. Instead of PrimBCon from customer,
>
> I used Billconnum from invoicehed.
>
> --- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@> wrote:
> >
> > Hi All,
> >
> > The first thing I will say is this sounds really complicated, but believe me
>it
>
> >
> > isnt. I have done the hard work and found a good solution (after a lot of
>trial
>
> >
> > and error). If I dont explain myself properly, please feel free to contact
>me.
> >
> > The beauty about how we send them automatically, is the user literally
>presses
>
>
> > print, and that is it. No more work required. We have it working in 4
>languages
>
> >
> > as all our customer facing forms print in several languages based on the
> > customer's language. I will show you how to only do it for one language.
> >
> > First of all, we use Altec to send our Faxes and Emails.
> >
> > Secondly we added Customer.Checkbox1 to the Customer Maintenance page. This
> >tick
> >
> > box will be referred to as 'By Mail'. These are customers who won't accept
> >their
> >
> > invoices/statements by email or fax (they only accept them by mail - why, I
> >dont
> >
> > know - It tends to be the bigger companies who dont like it).
> >
> > Thirdly, I will do these instructions in two stages. As the first step, the
>key
>
> >
> > is to get the correct details showing on the invoice/statement. The second
>step
>
> >
> > would be programming Altec.
> >
> > Our company requirement was for Epicor (well actually Crystal) to perform the
>
> > following checks ...
> >
> > If customer has an Alternate Bill To, perform the following checks ...
> >
> > - If Customer.Checkbox1 is false (i.e. customer does not require the docs by
> > mail).
> > - Check to see if there is a contact at this alt bill to address marked as
> > Primary Billing Contact.
> > - If so, check to see if they have an email address - if true send the
>document
>
> >
> > to this address.
> > - If no email address, do they have a fax number - if true send to this fax
>if
>
>
> > not move on.
> > - If customer has fax number on the Bill To tab send here, if not move on.
> > - If customer has email address on Customer | Detail tab, send to here, if
>not
>
>
> > move on.
> > - If customer has fax on Customer | Detail tab, send here if not move on.
> > - Email doc to user at our company to tell them the details aren't on file.
> >
> > If there is no alternate bill-to, it does exactly the same, only on the
>actual
>
>
> > customer and not the alt bill-to.
> >
> > In summary, Crystal will check the following and if it finds details, it uses
>
> > the first ones it comes across:
> >
> > - Check Customer.Checkbox - If True, mark doc as 'By Mail' if false, carry
>on.
> > - Email address for Primary Billing Contact
> > - Fax Number for Primary Billing Contact
> > - Fax Number for Billing | Bill To
> > - Email address from Customer | Detail
> > - Fax Number from Customer | Detail
> > - If none exist, send internal contact email saying details not on file.
> >
> > Ok, so first thing is to add Customer.CheckBox01 to Customer Maintenance
>page.
>
>
> > This checkbox isnt necessary if you are going to send all your customers docs
>
> >by
> >
> > email or fax.
> >
> > So the next thing you need to do is get all the required fields out to
> Crystal.
> >
> > Im guessing at this point you are familiar with adding tables (which are not
> > automatically linked as default) to the report definitions.
> >
> > Open ARForm in Report Data Definition and make a copy.
> >
> > Under Report Table > List > Add new table 'CustCnt' (this is going to pull in
>
> > all the details for the contacts).
> >
> > Save
> >
> > Under Relationships > Detail > Add New ...
> >
> > Relation: CustomerToCustCnt
> > Description: Customer to CustCnt
> > Parent Table: Customer
> > Key: Leave Blank
> > Child Table: CustCnt
> > Relation Type: Leave
> >
> > Add the following relationship fields ...
> >
> > Parent: Company   Child: Company
> > Parent: CustNum   Child: CustNum
> > Parent: PrimBCon   Child: ConNum
> >
> > Save.
> >
> > Under Report Table > List > Select 'Customer' > Go to Excluded fields > Make
> > sure PrimBCon is included in the report.
> >
> > Under Report Table > List > Select 'CustCnt' > Go to Excluded fields > For
>now,
>
> >
> > make sure all fields are included.
> > ÂÂ
> > Save.
> > ÂÂ
> > Close Report Data Maintenance.
> > ÂÂ
> > Open Report Style > Type in ARFORM and TAB
> > ÂÂ
> > Add a new style using your existing report. I would recomend copying your
> > existing Crystal report for your Invoice and add the suffix of auto. In
>report
>
>
> > style, select this report.
> > ÂÂ
> > Make sure you select your new Data Definition.
> > ÂÂ
> > Save.
> > ÂÂ
> > Now you need to print preview an invoice making sure you print with your new
> > report style - This will output the xml necessary which can be used within
> > Crystal. Just try with one invoice for now (preferably a 1 page invoice).
> > ÂÂ
> > Hopefully I havent missed any steps out and by now, you should have
> >successfully
> >
> > printed to your new report style without errors. On the surface, it wont look
>
> > any different, but the XML used within the report will be significantly
> > different.
> > ÂÂ
> > I will be typing up Part 2 shortly - I hope I havent missed out any steps,
>but
>
>
> > if it downt work for you, let me know.
> > ÂÂ
> > Part 2 will involve creating some simple formulas in Crystal (actually they
>are
>
> >
> > quite complex, but I have done the hard work so you can copy and paste -
>Phew!
>
>
> > for you).
> > ÂÂ
> > Thanks.
> >
> >
> >
> >
> > [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]