Hello @Tripb44
It depends on how fancy you want it to look, the suggestions above are good and easy to do, however, my team didn’t like the vanilla looking emails so I pieced together the below (This is for sending ProForma Invoices from the Order Entry UI - It can be adapted to send Quotes from the Quote Entry UI)
This part is the UI customization
//Customization to send ProForma Invoices from UI + BPM
// UI customization
private void btnEmailPI_Click(object sender, System.EventArgs args)
{
preparePIPDF("E");
}
private void btnPIFolder_Click(object sender, System.EventArgs args)
{
preparePIPDF("F");
}
private void preparePIPDF(string emailorfolder)
{
EpiDataView orderDtl = ((EpiDataView)(this.oTrans.EpiDataViews["OrderDtl"]));
int lineCount = orderDtl.dataView.Count;
EpiDataView edvOrderHed1 = ((EpiDataView)(this.oTrans.EpiDataViews["OrderHed"]));
DataRow editRow = edvOrderHed1.CurrentDataRow;
Ice.Core.Session userSess = (Ice.Core.Session)SalesOrderForm.Session;
string userID = userSess.UserID;
int soNum = Convert.ToInt32(editRow["OrderNum"]);
string custName = editRow["CustomerName"].ToString();
string timeNow = DateTime.Now.ToString("- dd MMM yyy - hhmm tt");
string mainFolder = String.Format (@"\\StorageServer\3 Sales\SPO2 AO\{0} - {1}\02 Cust PO, Accepted SP, SOA + PI",soNum,custName);
System.IO.Directory.CreateDirectory(mainFolder);
String name1 = "";
String name2 = "";
String toName = "";
String email1 = "";
if(editRow["SoldToContactEMailAddress"].ToString() != "")
{
email1 = editRow["SoldToContactEMailAddress"].ToString() + "; ";
}
String email2 = "";
if(editRow["ShipToContactEMailAddress"].ToString() != editRow["SoldToContactEMailAddress"].ToString())
{
if(editRow["ShipToContactEMailAddress"].ToString() != "")
{
email1 = editRow["ShipToContactEMailAddress"].ToString() + "; ";
}
}
if(Convert.ToInt32(soldToName.Value.ToString()) >0)
{
name1 = soldToName.Text.ToString().Split(' ')[0];
}
if(Convert.ToInt32(shipToName.Value.ToString()) >0)
{
name2 = shipToName.Text.ToString().Split(' ')[0];
}
if(name1 == name2)
{
toName = name1;
}
else if(name2 != "" && name1 != "" )
{
toName = name1 + " and " + name2;
}
else if (name1 == "")
{
toName = name2;
}
ProFormaInvcAdapter ppi = new ProFormaInvcAdapter(oTrans);
ppi.BOConnect();
ppi.GetNewParameters();
ppi.ReportData.ProFormaInvcParam[0].OrderNum = soNum;
ppi.ReportData.ProFormaInvcParam[0].AgentID = "SystemTaskAgent";
ppi.ReportData.ProFormaInvcParam[0].ReportStyleNum = 1001;
Guid workstationid = Guid.NewGuid();
ppi.ReportData.ProFormaInvcParam[0].WorkstationID = String.Format("{0}",workstationid);
ppi.ReportData.ProFormaInvcParam[0].ArchiveCode = 1;
ppi.ReportData.ProFormaInvcParam[0].AutoAction = "SSRSGenerate"; //generate
ppi.SubmitToAgent("SystemTaskAgent",0,0);
// MessageBox.Show("Print Job Has been submitted - This will take approx. 20 seconds.");
Ice.Proxy.BO.ReportMonitorImpl RM = WCFServiceSupport.CreateImpl<Ice.Proxy.BO.ReportMonitorImpl>((Ice.Core.Session)oTrans.Session, Epicor.ServiceModel.Channels.ImplBase<Ice.Contracts.ReportMonitorSvcContract>.UriPath);
int timer=0;
bool morepages;
SysRptLstListDataSet RptList;
RptList = RM.GetList(@"WorkStationID ='"+workstationid+"'", 0, 0, out morepages);
while (RptList.SysRptLstList.Count == 0 ) // setup a loop to look for when the report has been generated.
{
System.Threading.Thread.Sleep(1000 * lineCount);
timer = timer + 1;
if (timer > 100 * lineCount)
{
MessageBox.Show("Attempts to generate a PI pdf has timed-out. Please try again, and if that does not work, contact ERP Support " + timer);
return;
}
RptList = RM.GetList(@"WorkStationID ='"+workstationid+"'", 0, 0, out morepages);
}
string tableguid;
tableguid = RptList.SysRptLstList[0].FileName.Replace("REPORT DATABASE: ","");
string FileName = String.Format(@"\\StorageServer\3 Sales\SPO2 AO\{0} - {1}\02 Cust PO, Accepted SP, SOA + PI\TWG_Tax_Invoice_{0}_{1} {2}.pdf", soNum,custName,timeNow);
string filePath = String.Format(@"\\StorageServer\3 Sales\SPO2 AO\{0} - {1}\02 Cust PO, Accepted SP, SOA + PI\~TWG_Tax_Invoice_{0}_{1} {2}.pdf~{3}", soNum,custName,timeNow,userID);
GeneratePIPDF(tableguid,FileName);
try
{
if(emailorfolder == "E")
{
Process.Start(FileName);
editRow.BeginEdit();
editRow["PIFileRef_c"] = filePath;
editRow["IsProFormaSent_c"] = true;
editRow.EndEdit();
this.oTrans.SetCurrentEvent(TransactionEvent.None);
this.oTrans.Update();
MessageBox.Show("The email has been sent, please check you inbox to see if it bounced", "Important!!!!", MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
if(emailorfolder == "F")
{
MessageBox.Show("Please drag the Email that you send to the Customer into the SP02 folder", "Important!!!!", MessageBoxButtons.OK, MessageBoxIcon.Warning);
Process.Start(mainFolder);
Process.Start(FileName);
}
}
catch (Exception Ex)
{
MessageBox.Show("PI Email was attempted but failed. Please try again. If that doesn't work, please contact ERP Support " + timer);
}
}
private void GeneratePIPDF(String tableguid, String PDFfilename)
{
Microsoft.Reporting.WebForms.Internal.Soap.ReportingServices2005.Execution.ReportExecutionService rsExec = new ReportExecutionService();
rsExec.Credentials = System.Net.CredentialCache.DefaultCredentials;
rsExec.PreAuthenticate = true;
rsExec.Url = "http://EpiServer/ReportServer/ReportExecution2005.asmx"; //ServerURL;
// Render arguments
byte[] result = null;
string report = "/reports/CustomReports/ProFormaInvc/ProFormaInvc_LIVE";
string format = "PDF";
string historyId = null;
string deviceInfo = null;
// Prepare report parametes
ParameterValue[] parameters = new ParameterValue[1];
parameters[0] = new ParameterValue();
parameters[0].Name = "TableGuid";
parameters[0].Value = tableguid;
string extension;
string mimeType;
string encoding;
Warning[] warnings = null;
string[] streamIDs = null;
// Load the report
rsExec.LoadReport(report, historyId);
// pass parameters
rsExec.SetExecutionParameters(parameters, null);
// get pdf of report
result = rsExec.Render(format, deviceInfo, out extension, out mimeType, out encoding, out warnings, out streamIDs);
File.WriteAllBytes(PDFfilename, result);
}
This is the BPM
and the custom code
// The BPM part
// Standard Data Directive BPM
var order = ttOrderHed.Where(p => p.Company == Session.CompanyID && p["PIFileRef_c"].ToString() != "").FirstOrDefault();
if(order != null)
{
var pdf = order["PIFileRef_c"].ToString();
var fileName = order["PIFileRef_c"].ToString().Split('~')[1];
var filePath = order["PIFileRef_c"].ToString().Split('~')[0] + fileName;
var userID = order["PIFileRef_c"].ToString().Split('~')[2];
//var folder = order["SO02Folder_c"].ToString();
var didntSend ="";
int btNum = order.BTCustNum;
int stCustNum = order.CustNum;
var stNum = order.ShipToNum;
var terms = order.TermsCode;
var prepaidnote = "";
if(terms.ToLower().Contains("pre"))
{
prepaidnote = "Your trading terms are \"PrePaid\", this means this invoice will need to be paid before the order can be fulfilled<br><br>";
}
var cust = Db.Customer.Where(x => x.Company == Session.CompanyID && x.CustNum == btNum).Select(x => x.Name).FirstOrDefault();
var btName = cust;
var btCntName = "";
int soNum = order.OrderNum;
var poNum = order.PONum;
int ShpConNum = order.ShpConNum;
int prcConNum = order.PrcConNum;
var stName = "";
var stemail = "";
//var btName = "";
var btemail = "";
//var sendTo = "";
var ordEntPer = userID; //order.EntryPerson;
var sendCC = ordEntPer + "@testco.com.au; ";
var ordEnter = ordEntPer.Split('.')[0].ToUpper() + " " + ordEntPer.Split('.')[1].ToUpper();
var ordEnterInt = (ordEntPer.Split('.')[0].Substring(0, 3) + ordEntPer.Split('.')[1].Substring(0, 1)).ToUpper();
if(ShpConNum > 0)
{
var sTcustConN = Db.CustCnt.Where(x => x.Company == Session.CompanyID && x.CustNum == stCustNum && x.ShipToNum == stNum && x.ConNum == ShpConNum).Select(x => new {x.FirstName, x.EMailAddress}).FirstOrDefault();
if(sTcustConN != null)
{
stName = sTcustConN.FirstName ?? "";
stemail = sTcustConN.EMailAddress ?? "";
}
}
if(stNum == "")
{
var sTcustConN = Db.CustCnt.Where(x => x.Company == Session.CompanyID && x.CustNum == stCustNum && x.ShipToNum == "" && x.ConNum == ShpConNum).Select(x => new {x.FirstName, x.EMailAddress}).FirstOrDefault();
if(sTcustConN != null)
{
stName = sTcustConN.FirstName ?? "";
stemail = sTcustConN.EMailAddress ?? "";
}
}
if(prcConNum > 0)
{
var bTcustConN = Db.CustCnt.Where(x => x.Company == Session.CompanyID && x.CustNum == btNum && x.ShipToNum == "" && x.ConNum == prcConNum).Select(x => new {x.FirstName, x.EMailAddress}).FirstOrDefault();
if(bTcustConN != null)
{
btCntName = bTcustConN.FirstName ?? "";
btemail = bTcustConN.EMailAddress ?? "";
}
}
var sendTo = "";
var sendName = "";
if(stemail != "" && btemail != "") //both
{
sendTo = stemail + "; " + btemail;
sendName = stName + " and " + btCntName;
}
if(stemail == "" && btemail != "") //bt only
{
sendTo = btemail;
sendName = btCntName;
}
if(stemail != "" && btemail == "") //st only
{
sendTo = stemail;
sendName = stName;
}
if(stemail == btemail) // ===
{
sendTo = stemail;
sendName = stName;
}
if(stemail == "" && btemail == "") // none
{
sendTo = ordEntPer + "@testco.com.au";
sendName = "<b>This has not been sent to the customer, there was no email address</b>";
order["IsProFormaSent_c"] = false;
}
var eSubject = "Treadwell Group Invoice";
var eBody = "<html><body><p>" + didntSend +"<b>" + btName + "<br>Sales Order Number: " + soNum + "<br>Your PO Number: " + poNum + "</b><BR><BR>Hello " + sendName + ",<BR><BR>Please see attached invoice for payment.<BR><BR>" + prepaidnote + "In order to ensure a seamless delivery experience, please take the time to check the details listed on the invoice; If no changes are made, this will be taken as confirmation of the details.<br><br>Kind regards,<br><br><b style=\"color:red;\">" + ordEnter + "</b> | Customer Service<br>P 1800 246 800<br>E " + ordEntPer + "@testco.com.au<BR><BR><a href=\"https://www.testco.com.au\"><img src=\"https://testco.com.au/epi/banner.png\" alt=\"Treadwell Logo\"></a><br></p></body></html>";
/* if(userID.ToLower().Contains("lawson")) // for testing // comment out for LIVE
{
sendTo = "lrb@testco.com.au";
sendCC = "lrb@testco.com.au";
} */
var mailer = this.GetMailer(async: true);
var message = new Ice.Mail.SmtpMail();
// message2.SetFrom(fromAddress);
message.SetFrom("Sales Support | Treadwell Group<do-not-reply@testco.com.au>");
message.SetTo(sendTo);
message.Priority = System.Net.Mail.MailPriority.High;
message.SetCC(sendCC);
message.SetBcc("lrb@testco.com.au; ");
message.SetReplyTo(sendCC);
message.SetSubject(eSubject);
message.SetBody(eBody);
Dictionary<string, string> attachments = new Dictionary<string, string>();
//attachments.Add(pdf, folder + pdf);
attachments.Add(fileName, filePath);
mailer.Send(message, attachments);
order.SetUDField<System.String>("PIFileRef_c","");
}
And what it looks like
