Automatically Email/Fax Invoices/Statement from Epicor - Part 1

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

--- 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]
We do this... we use Doc-link/Advanced Print Management.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of cooner_55421
Sent: Monday, November 22, 2010 2:20 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Anybody email invoices from the group?





The question came up today up about emailing invoices.
Just wondering if anybody has done this or looked into this?
Any thoughts or tips?

Right now we just print invoices from the group on a daily basis and
mail them. (8.03.409)
There are some customers who would prefer email versions.
I assume there will be only more requests as time goes on.

Thanks





[Non-text portions of this message have been removed]
Hi

By any chance have you been speaking to Neil at Epicor?

We Email/Fax all of our invoices straight out of the invoice group.

If customers prefer them by mail, they get sent to our Sales Manager who prints
them and sends them by post.

On average 80% of our customers prefer invoices by fax or email. Obviously we
prefer to send by email as it is free.

We also automatically send all of our statements by fax/email.

Our manual fax machine gets used about 3 times a day now that we have everything
automated.

Let me know if I can be of any assistance.

Do you have Altec?

Thanks.




________________________________
From: cooner_55421 <cooner_55421@...>
To: vantage@yahoogroups.com
Sent: Mon, 22 November, 2010 19:19:40
Subject: [Vantage] Anybody email invoices from the group?

Â
The question came up today up about emailing invoices.
Just wondering if anybody has done this or looked into this?
Any thoughts or tips?

Right now we just print invoices from the group on a daily basis and mail them.
(8.03.409)
There are some customers who would prefer email versions.
I assume there will be only more requests as time goes on.

Thanks







[Non-text portions of this message have been removed]
How did you get the email address on the AR form? We have APM, but we are having issues getting the email address field to appear on the form. Any help would be appreciated. We added the contact table to the report data definition, but we are still running into problems.


--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> The question came up today up about emailing invoices.
> Just wondering if anybody has done this or looked into this?
> Any thoughts or tips?
>
> Right now we just print invoices from the group on a daily basis and mail them. (8.03.409)
> There are some customers who would prefer email versions.
> I assume there will be only more requests as time goes on.
>
> Thanks
>
We actually just used a custom characterxx field, and added it to the report data definition. It been working like a charm for some years now.

From: adamfeu [mailto:afeuerstein@...]
Sent: Tuesday, November 23, 2010 8:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Anybody email invoices from the group?



How did you get the email address on the AR form? We have APM, but we are having issues getting the email address field to appear on the form. Any help would be appreciated. We added the contact table to the report data definition, but we are still running into problems.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "cooner_55421" <cooner_55421@...> wrote:
>
> The question came up today up about emailing invoices.
> Just wondering if anybody has done this or looked into this?
> Any thoughts or tips?
>
> Right now we just print invoices from the group on a daily basis and mail them. (8.03.409)
> There are some customers who would prefer email versions.
> I assume there will be only more requests as time goes on.
>
> Thanks
>



[Non-text portions of this message have been removed]
We pull the email address from Customer.EmailAddress field.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of adamfeu
Sent: Tuesday, November 23, 2010 8:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Anybody email invoices from the group?





How did you get the email address on the AR form? We have APM, but we
are having issues getting the email address field to appear on the form.
Any help would be appreciated. We added the contact table to the report
data definition, but we are still running into problems.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"cooner_55421" <cooner_55421@...> wrote:
>
> The question came up today up about emailing invoices.
> Just wondering if anybody has done this or looked into this?
> Any thoughts or tips?
>
> Right now we just print invoices from the group on a daily basis and
mail them. (8.03.409)
> There are some customers who would prefer email versions.
> I assume there will be only more requests as time goes on.
>
> Thanks
>





[Non-text portions of this message have been removed]
Chris, Are you willing to share the process you use for e-mailing?
Currently, I preview the invoice from group entry and then export it as
a .pdf where I save it. Then I send an email using outlook with the
previously saved .pdf of the invoice attached. Kind of a cumbersome way
to do it, but it serves the purpose. If there is a more streamlined way
to do it, I would love to hear about it.



We are on 8.03.409A



TIA,



Fay L. Weis

KEES, Inc.

400 S. Industrial Dr.

PO Box L

Elkhart Lake, WI 53020



Ph: 920-876-3391

Fax: 920-876-3065

fweis@...



[Non-text portions of this message have been removed]
We use Win2pdf. It acts like a printer and it allows you to save it and
email it at the same time (or whatever else you might want to do with it).
It remembers the last settings that you use so it makes it easy if you do
the same thing over and over again. We also use it to send out PO
confirmations once the order has been put in. It is convenient for us.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Fay Weis @ KEES, Inc
Sent: Tuesday, November 23, 2010 8:12 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Anybody email invoices from the group?





Chris, Are you willing to share the process you use for e-mailing?
Currently, I preview the invoice from group entry and then export it as
a .pdf where I save it. Then I send an email using outlook with the
previously saved .pdf of the invoice attached. Kind of a cumbersome way
to do it, but it serves the purpose. If there is a more streamlined way
to do it, I would love to hear about it.

We are on 8.03.409A

TIA,

Fay L. Weis

KEES, Inc.

400 S. Industrial Dr.

PO Box L

Elkhart Lake, WI 53020

Ph: 920-876-3391

Fax: 920-876-3065

fweis@... <mailto:fweis%40kees.com>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
We use something similar I think. We use a application called CutePDF. It's free and seems to work pretty well.

From: Chris Stover [mailto:cstover@...]
Sent: Tuesday, November 23, 2010 9:24 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Anybody email invoices from the group?



We use Win2pdf. It acts like a printer and it allows you to save it and
email it at the same time (or whatever else you might want to do with it).
It remembers the last settings that you use so it makes it easy if you do
the same thing over and over again. We also use it to send out PO
confirmations once the order has been put in. It is convenient for us.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Fay Weis @ KEES, Inc
Sent: Tuesday, November 23, 2010 8:12 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Anybody email invoices from the group?

Chris, Are you willing to share the process you use for e-mailing?
Currently, I preview the invoice from group entry and then export it as
a .pdf where I save it. Then I send an email using outlook with the
previously saved .pdf of the invoice attached. Kind of a cumbersome way
to do it, but it serves the purpose. If there is a more streamlined way
to do it, I would love to hear about it.

We are on 8.03.409A

TIA,

Fay L. Weis

KEES, Inc.

400 S. Industrial Dr.

PO Box L

Elkhart Lake, WI 53020

Ph: 920-876-3391

Fax: 920-876-3065

fweis@...<mailto:fweis%40kees.com> <mailto:fweis%40kees.com>

[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]
We just put the e-mail address or fax number right in the bill to information, usually on the second line of the address. If the invoice or statement are printed, this prevents them from being sent out to the post office in error. Might not be the 'best' way, but it's been working for us.
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.
Â
Save.
Â
Close Report Data Maintenance.
Â
Open Report Style >Â Type in ARFORM and TAB
Â
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.
Â
Make sure you select your new Data Definition.
Â
Save.
Â
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).
Â
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.
Â
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.
Â
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).
Â
Thanks.




[Non-text portions of this message have been removed]
Thanks Chris for the hard work we really appreciate it.
I will bring up this to management to change our billing method since now everything is by mail and its a lot of work.

Ephraim
Ephraim Feldman

-----Original Message-----
From: Chris Thompson <chriselectrix@...>
Sender: vantage@yahoogroups.com
Date: Tue, 23 Nov 2010 15:20:38
To: <vantage@yahoogroups.com>
Reply-To: vantage@yahoogroups.com
Subject: [Vantage] Automatically Email/Fax Invoices/Statement from Epicor - Part 1

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.
�
Save.
�
Close Report Data Maintenance.
�
Open Report Style >� Type in ARFORM and TAB
�
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.
�
Make sure you select your new Data Definition.
�
Save.
�
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).
�
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.
�
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.
�
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).
�
Thanks.




[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
We estimated from statements alone for labour, paper, postage we will save £7500
($9500) per year.




________________________________
From: "effgroups@..." <effgroups@...>
To: vantage@yahoogroups.com
Sent: Wed, 24 November, 2010 16:33:23
Subject: Re: [Vantage] Automatically Email/Fax Invoices/Statement from Epicor -
Part 1

Thanks Chris for the hard work we really appreciate it.
I will bring up this to management to change our billing method since now
everything is by mail and its a lot of work.


Ephraim
Ephraim Feldman

-----Original Message-----
From: Chris Thompson <chriselectrix@...>
Sender: vantage@yahoogroups.com
Date: Tue, 23 Nov 2010 15:20:38
To: <vantage@yahoogroups.com>
Reply-To: vantage@yahoogroups.com
Subject: [Vantage] Automatically Email/Fax Invoices/Statement from Epicor - Part
1

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.
Â
Save.
Â
Close Report Data Maintenance.
Â
Open Report Style >Â Type in ARFORM and TAB
Â
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.
Â
Make sure you select your new Data Definition.
Â
Save.
Â
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).
Â
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.
Â
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.
Â
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).
Â
Thanks.


  Â

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note:Â You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.%c2%a0

(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links






[Non-text portions of this message have been removed]
Hi

Are the instructions working so far now you have got passed the things I missed
out?




________________________________
From: cooner_55421 <cooner_55421@...>
To: vantage@yahoogroups.com
Sent: Sat, 27 November, 2010 17:14:40
Subject: [Vantage] Re: Automatically Email/Fax Invoices/Statement from Epicor -
Part 1

Â
> Under Report Table > List > Select 'Customer' > Go to Excluded fields > Make
> sure PrimBCon is included in the report.

I had to include CheckBox01 too







[Non-text portions of this message have been removed]
Did you say you have Altec?




________________________________
From: cooner_55421 <cooner_55421@...>
To: vantage@yahoogroups.com
Sent: Mon, 29 November, 2010 15:56:19
Subject: [Vantage] Re: Automatically Email/Fax Invoices/Statement from Epicor -
Part 1

Â
As far as I can tell, everything is working now.
The sub-report for each invoice correctly displays either the email address, fax
number or "mail invoice".
Now just waiting to see how you tie it to the email/fax server.







[Non-text portions of this message have been removed]
I havent got time to do the next major step today, but I will just add step 2a
which needs doing before step 3.




________________________________
From: cooner_55421 <cooner_55421@...>
To: vantage@yahoogroups.com
Sent: Mon, 29 November, 2010 15:56:19
Subject: [Vantage] Re: Automatically Email/Fax Invoices/Statement from Epicor -
Part 1

Â
As far as I can tell, everything is working now.
The sub-report for each invoice correctly displays either the email address, fax
number or "mail invoice".
Now just waiting to see how you tie it to the email/fax server.







[Non-text portions of this message have been removed]
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.
> Â
> Save.
> Â
> Close Report Data Maintenance.
> Â
> Open Report Style >Â Type in ARFORM and TAB
> Â
> 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.
> Â
> Make sure you select your new Data Definition.
> Â
> Save.
> Â
> 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).
> Â
> 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.
> Â
> 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.
> Â
> 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).
> Â
> Thanks.
>
>
>
>
> [Non-text portions of this message have been removed]
>
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

Â
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.
> Â
> Save.
> Â
> Close Report Data Maintenance.
> Â
> Open Report Style >Â Type in ARFORM and TAB
> Â
> 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.
> Â
> Make sure you select your new Data Definition.
> Â
> Save.
> Â
> 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).
> Â
> 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.
> Â
> 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.
> Â
> 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).
> Â
> Thanks.
>
>
>
>
> [Non-text portions of this message have been removed]
>







[Non-text portions of this message have been removed]
Sorry, I gaven't read all the thread.

You can set up BPM directive to run Servicre Connect workflow.
In workflow you can send e-mail via output channel of type "e-mail".
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]
>