Email Past Due Invoice Reminders

[system]

Add me to the list of people that would like to see this as well, so if it's not to be uploaded, could I get a copy as well.

--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> I responded to the wrong email. Robert Nupp did send me the files, but I don't think it would be right for me to upload them to this group unless I can get his permission.
>
>
>
>
> ________________________________
> From: adamfeu <afeuerstein@...>
> To: vantage@yahoogroups.com
> Sent: Wed, March 31, 2010 4:53:46 PM
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
> ÂÂ
> Just wondering if this was uploaded? I did not see it. Thanks.
>
> --- In vantage@yahoogroups .com, Steven Gotschall <sgotschall@ ...> wrote:
> >
> > I'll upload it on Monday.
> >
> >
> >
> >
> > ____________ _________ _________ __
> > From: "sysadmin@ ." <sysadmin@ .>
> > To: vantage@yahoogroups .com
> > Sent: Fri, March 19, 2010 3:17:45 PM
> > Subject: RE: [Vantage] Re: Email Past Due Invoice Reminders
> >
> > ÂÂÂ
> > We're interested here as well. Would you mind uploading the program to the
> > group's file section?
> >
> > Regards,
> > Scott
> >
> > _____
> >
> > From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of
> > NigelK
> > Sent: Thursday, March 18, 2010 3:13 PM
> > To: vantage@yahoogroups .com
> > Subject: [Vantage] Re: Email Past Due Invoice Reminders
> >
> > Me too!
> >
> > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com, "Brian
> > W. Spolarich " <bspolarich@ ...> wrote:
> > >
> > > I'm game.
> > >
> > > --
> > > Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
> > Picometrix
> > > bspolarich@ .. ~ 734-864-5618 ~ www.advancedphotoni x.com
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> > [mailto:vantage@ yahoogroups <mailto:vantage% 40yahoogroups. com> .com] On
> > Behalf Of Robert
> > > Sent: Thursday, March 18, 2010 12:33 PM
> > > To: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> > > Subject: [Vantage] Re: Email Past Due Invoice Reminders
> > >
> > > Thanks for all the responses on this. I ended up finding a progress
> > program online called "smtpmail.p" . This program actually does the
> > processing of the email all you have to do is pass the necessary parameters
> > to this program from another program.
> > >
> > > I didn't want to use a BPM or BAQ because of the need to automate this
> > procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
> > easily. We do have APM but I would need a way to automatically generate the
> > files to send through APM. Since I know Progress I decided this would be the
> > best solution. Here is what I did.
> > >
> > > I wrote a program to pull in all the past due invoices and then do an
> > aging on them to put them into their correct buckets (30, 60, 90, 120 days
> > past due) breaking out those invoices which have multiple payments tied to
> > them. Then for each customer I call "smtpmail.p" and pass the email address
> > and the information for the email and the program will automatically send
> > out the email in the format I want. I did use HTML in the body of the email
> > to format everything into a table and rows view and add our Company Logo to
> > the top of the email.
> > >
> > > I then went ahead and scheduled my program to run as a batch job using
> > Windows Scheduler on the server to run this program once an month. Now once
> > a month each customer that has invoices more than 14 days past it's due date
> > they will receive a nice "reminder" email letting them know exactly which
> > invoices are past due and by how much they are past due (easily see this
> > based on the aging sent in the body of the email).
> > >
> > > The program takes only a few seconds to run and spit out the emails. If
> > anyone is interested in more information on how I did this please let me
> > know and I would be more than happy to share. Thank you!
> > >
> > > Robert Nupp
> > > robert.nupp@ ...
> > >
> > >
> > > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,
> > "NigelK" <nigel.kerley@ > wrote:
> > > >
> > > > Hi Robert,
> > > >
> > > > I don't think what you're trying to do is available "out-of-the- box" but
> > here's a few suggestions:
> > > >
> > > > 1. Create a reminder letter in Crystal Reports using an ODBC connection
> > (ie. outside of Vantage), schedule the report using Logicity (free from
> > http://www.logicity <http://www.logicitysuite.com/> suite.com/) and send the
> > output to doc-link for automated emailing.
> > > >
> > > > Problem with this solution is that the doc-link module costs, if you
> > don't already have it.
> > > >
> > > > 2. You could create a BPM with a 4GL action that would loop through the
> > Customer table/InvcHead table looking for any such invoices, then the code
> > would create a dynamic email (there have been posts on how to do this
> > recently) within the loop to send the reminder.
> > > >
> > > > Problem with this solution is that - and someone *please* correct me if
> > you know differently - you can't schedule a BPM. A BPM can only be run when
> > a user carries out an action within Vantage. You could create the BPM
> > against a UD table and have it run when a user "saves" some meaningless
> > piece of data, but this would still have to be done manually.
> > > >
> > > > Maybe someone else can come up with a better idea....
> > > >
> > > > HTH,
> > > >
> > > > Nigel.
> > > >
> > > >
> > > > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,
> > "Robert" <robert.nupp@ > wrote:
> > > > >
> > > > > We are currently on Vantage 8.03.408a and a request from our
> > Accounting department just came across my desk to send out a reminder email
> > to all customers whose invoice is past due by more than 2 weeks.
> > > > >
> > > > > We would like to automate a process that would run a query on the
> > Database to show customers which have invoices that are 2 weeks or more past
> > their due date and then pick up the email address from the primary billing
> > contact from that customer and automatically send them one email that would
> > show all their invoices that are past due with a reminder to let them know
> > they are past due and how much is outstanding on each invoice.
> > > > >
> > > > > Is anyone currently doing something like this and if so how are you
> > accomplishing this? Any help would be appreciated. Thanks
> > > > >
> > > > > Robert Nupp
> > >
> >
> > [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]
>

[system]

We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.

We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.

Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks

Robert Nupp

[system]

Hi Robert,

I don't think what you're trying to do is available "out-of-the-box" but here's a few suggestions:

1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.

Problem with this solution is that the doc-link module costs, if you don't already have it.

2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.

Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.


Maybe someone else can come up with a better idea....


HTH,

Nigel.

--- In vantage@yahoogroups.com, "Robert" <robert.nupp@...> wrote:
>
> We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
>
> We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
>
> Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
>
> Robert Nupp
>

[system]

Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p". This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.

I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.

I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.

I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).

The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!

Robert Nupp
robert.nupp@...

--- In vantage@yahoogroups.com, "NigelK" <nigel.kerley@...> wrote:
>
> Hi Robert,
>
> I don't think what you're trying to do is available "out-of-the-box" but here's a few suggestions:
>
> 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.
>
> Problem with this solution is that the doc-link module costs, if you don't already have it.
>
> 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
>
> Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
>
>
> Maybe someone else can come up with a better idea....
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com, "Robert" <robert.nupp@> wrote:
> >
> > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> >
> > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> >
> > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> >
> > Robert Nupp
> >
>

[system]

I'm game.

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert
Sent: Thursday, March 18, 2010 12:33 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Past Due Invoice Reminders


Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p". This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.

I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.

I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.

I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).

The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!

Robert Nupp
robert.nupp@...

--- In vantage@yahoogroups.com, "NigelK" <nigel.kerley@...> wrote:
>
> Hi Robert,
>
> I don't think what you're trying to do is available "out-of-the-box" but here's a few suggestions:
>
> 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.
>
> Problem with this solution is that the doc-link module costs, if you don't already have it.
>
> 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
>
> Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
>
>
> Maybe someone else can come up with a better idea....
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com, "Robert" <robert.nupp@> wrote:
> >
> > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> >
> > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> >
> > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> >
> > Robert Nupp
> >
>




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

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
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[system]

I'm interested in this as well! Sounds like a great little program.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert
Sent: Thursday, March 18, 2010 11:33 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Past Due Invoice Reminders






Thanks for all the responses on this. I ended up finding a progress
program online called "smtpmail.p". This program actually does the
processing of the email all you have to do is pass the necessary
parameters to this program from another program.

I didn't want to use a BPM or BAQ because of the need to automate this
procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
easily. We do have APM but I would need a way to automatically generate
the files to send through APM. Since I know Progress I decided this
would be the best solution. Here is what I did.

I wrote a program to pull in all the past due invoices and then do an
aging on them to put them into their correct buckets (30, 60, 90, 120
days past due) breaking out those invoices which have multiple payments
tied to them. Then for each customer I call "smtpmail.p" and pass the
email address and the information for the email and the program will
automatically send out the email in the format I want. I did use HTML in
the body of the email to format everything into a table and rows view
and add our Company Logo to the top of the email.

I then went ahead and scheduled my program to run as a batch job using
Windows Scheduler on the server to run this program once an month. Now
once a month each customer that has invoices more than 14 days past it's
due date they will receive a nice "reminder" email letting them know
exactly which invoices are past due and by how much they are past due
(easily see this based on the aging sent in the body of the email).

The program takes only a few seconds to run and spit out the emails. If
anyone is interested in more information on how I did this please let me
know and I would be more than happy to share. Thank you!

Robert Nupp
robert.nupp@... <mailto:robert.nupp%40lacledegroup.com>

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"NigelK" <nigel.kerley@...> wrote:

>
> Hi Robert,
>
> I don't think what you're trying to do is available "out-of-the-box"

but here's a few suggestions:

>
> 1. Create a reminder letter in Crystal Reports using an ODBC

connection (ie. outside of Vantage), schedule the report using Logicity
(free from http://www.logicitysuite.com/) and send the output to
doc-link for automated emailing.

>
> Problem with this solution is that the doc-link module costs, if you

don't already have it.

>
> 2. You could create a BPM with a 4GL action that would loop through

the Customer table/InvcHead table looking for any such invoices, then
the code would create a dynamic email (there have been posts on how to
do this recently) within the loop to send the reminder.

>
> Problem with this solution is that - and someone *please* correct me

if you know differently - you can't schedule a BPM. A BPM can only be
run when a user carries out an action within Vantage. You could create
the BPM against a UD table and have it run when a user "saves" some
meaningless piece of data, but this would still have to be done
manually.

>
>
> Maybe someone else can come up with a better idea....
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Robert" <robert.nupp@> wrote:

> >
> > We are currently on Vantage 8.03.408a and a request from our

Accounting department just came across my desk to send out a reminder
email to all customers whose invoice is past due by more than 2 weeks.

> >
> > We would like to automate a process that would run a query on the

Database to show customers which have invoices that are 2 weeks or more
past their due date and then pick up the email address from the primary
billing contact from that customer and automatically send them one email
that would show all their invoices that are past due with a reminder to
let them know they are past due and how much is outstanding on each
invoice.

> >
> > Is anyone currently doing something like this and if so how are you

accomplishing this? Any help would be appreciated. Thanks

> >
> > Robert Nupp
> >
>

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[system]

Me too!

--- In vantage@yahoogroups.com, "Brian W. Spolarich " <bspolarich@...> wrote:
>
> I'm game.
>
> --
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
> Â Â Â Â bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert
> Sent: Thursday, March 18, 2010 12:33 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
>
> Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p". This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.
>
> I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.
>
> I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.
>
> I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).
>
> The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!
>
> Robert Nupp
> robert.nupp@...
>
>
>
>
> --- In vantage@yahoogroups.com, "NigelK" <nigel.kerley@> wrote:
> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the-box" but here's a few suggestions:
> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.
> >
> > Problem with this solution is that the doc-link module costs, if you don't already have it.
> >
> > 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
> >
> > Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
> >
> >
> > Maybe someone else can come up with a better idea....
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com, "Robert" <robert.nupp@> wrote:
> > >
> > > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> > >
> > > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> > >
> > > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> > >
> > > Robert Nupp
> > >
> >
>
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: 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/.
> (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
>

[system]

Sounds like something we may want in the future too - include us too.

Thanks!

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of NigelK
Sent: Thursday, March 18, 2010 2:13 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Past Due Invoice Reminders




Me too!

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Brian W. Spolarich " <bspolarich@...> wrote:

>
> I'm game.
>
> --
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix

/ Picometrix

> bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Robert

> Sent: Thursday, March 18, 2010 12:33 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
>
> Thanks for all the responses on this. I ended up finding a progress

program online called "smtpmail.p". This program actually does the
processing of the email all you have to do is pass the necessary
parameters to this program from another program.

>
> I didn't want to use a BPM or BAQ because of the need to automate this

procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
easily. We do have APM but I would need a way to automatically generate
the files to send through APM. Since I know Progress I decided this
would be the best solution. Here is what I did.

>
> I wrote a program to pull in all the past due invoices and then do an

aging on them to put them into their correct buckets (30, 60, 90, 120
days past due) breaking out those invoices which have multiple payments
tied to them. Then for each customer I call "smtpmail.p" and pass the
email address and the information for the email and the program will
automatically send out the email in the format I want. I did use HTML in
the body of the email to format everything into a table and rows view
and add our Company Logo to the top of the email.

>
> I then went ahead and scheduled my program to run as a batch job using

Windows Scheduler on the server to run this program once an month. Now
once a month each customer that has invoices more than 14 days past it's
due date they will receive a nice "reminder" email letting them know
exactly which invoices are past due and by how much they are past due
(easily see this based on the aging sent in the body of the email).

>
> The program takes only a few seconds to run and spit out the emails.

If anyone is interested in more information on how I did this please let
me know and I would be more than happy to share. Thank you!

>
> Robert Nupp
> robert.nupp@...
>
>
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"NigelK" <nigel.kerley@> wrote:

> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the-box"

but here's a few suggestions:

> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC

connection (ie. outside of Vantage), schedule the report using Logicity
(free from http://www.logicitysuite.com/ <http://www.logicitysuite.com/>
) and send the output to doc-link for automated emailing.

> >
> > Problem with this solution is that the doc-link module costs, if you

don't already have it.

> >
> > 2. You could create a BPM with a 4GL action that would loop through

the Customer table/InvcHead table looking for any such invoices, then
the code would create a dynamic email (there have been posts on how to
do this recently) within the loop to send the reminder.

> >
> > Problem with this solution is that - and someone *please* correct me

if you know differently - you can't schedule a BPM. A BPM can only be
run when a user carries out an action within Vantage. You could create
the BPM against a UD table and have it run when a user "saves" some
meaningless piece of data, but this would still have to be done
manually.

> >
> >
> > Maybe someone else can come up with a better idea....
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Robert" <robert.nupp@> wrote:

> > >
> > > We are currently on Vantage 8.03.408a and a request from our

Accounting department just came across my desk to send out a reminder
email to all customers whose invoice is past due by more than 2 weeks.

> > >
> > > We would like to automate a process that would run a query on the

Database to show customers which have invoices that are 2 weeks or more
past their due date and then pick up the email address from the primary
billing contact from that customer and automatically send them one email
that would show all their invoices that are past due with a reminder to
let them know they are past due and how much is outstanding on each
invoice.

> > >
> > > Is anyone currently doing something like this and if so how are

you accomplishing this? Any help would be appreciated. Thanks

> > >
> > > Robert Nupp
> > >
> >
>
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: 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/.
<http://groups.yahoo.com/group/vantage/files/.>

> (2) To search through old msg's goto:

http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/linksYahoo> ! Groups Links

>

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

[system]

Same here




________________________________
From: NigelK <nigel.kerley@...>
To: vantage@yahoogroups.com
Sent: Thu, March 18, 2010 3:12:44 PM
Subject: [Vantage] Re: Email Past Due Invoice Reminders

Â
Me too!

--- In vantage@yahoogroups .com, "Brian W. Spolarich " <bspolarich@ ...> wrote:
>
> I'm game.
>
> --
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
> Â Â Â Â bspolarich@. .. ~ 734-864-5618 ~ www.advancedphotoni x.com
>
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Robert
> Sent: Thursday, March 18, 2010 12:33 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
>
> Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p" . This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.
>
> I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.
>
> I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.
>
> I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).
>
> The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!
>
> Robert Nupp
> robert.nupp@ ...
>
>
>
>
> --- In vantage@yahoogroups .com, "NigelK" <nigel.kerley@ > wrote:
> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the- box" but here's a few suggestions:
> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.
> >
> > Problem with this solution is that the doc-link module costs, if you don't already have it.
> >
> > 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
> >
> > Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
> >
> >
> > Maybe someone else can come up with a better idea....
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups .com, "Robert" <robert.nupp@ > wrote:
> > >
> > > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> > >
> > > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> > >
> > > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> > >
> > > Robert Nupp
> > >
> >
>
>
>
>
> ------------ --------- --------- ------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: 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/.
> (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]

[system]

Thats sounds great.... would love to see it.




________________________________
From: Robert <robert.nupp@...>
To: vantage@yahoogroups.com
Sent: Thu, 18 March, 2010 16:32:30
Subject: [Vantage] Re: Email Past Due Invoice Reminders

Â

Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p" . This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.

I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.

I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.

I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).

The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!

Robert Nupp
robert.nupp@ lacledegroup. com

--- In vantage@yahoogroups .com, "NigelK" <nigel.kerley@ ...> wrote:
>
> Hi Robert,
>
> I don't think what you're trying to do is available "out-of-the- box" but here's a few suggestions:
>
> 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicity suite.com/) and send the output to doc-link for automated emailing.
>
> Problem with this solution is that the doc-link module costs, if you don't already have it.
>
> 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
>
> Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
>
>
> Maybe someone else can come up with a better idea....
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups .com, "Robert" <robert.nupp@ > wrote:
> >
> > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> >
> > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> >
> > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> >
> > Robert Nupp
> >
>







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

[system]

This may be something we would be interested in for the future as well.
Please include us.

Dawn




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

[system]

Hi Robert,



I would be interested too.



Thank you.,



Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Robert
Sent: Thursday, March 18, 2010 12:33 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Past Due Invoice Reminders






Thanks for all the responses on this. I ended up finding a progress
program online called "smtpmail.p". This program actually does the
processing of the email all you have to do is pass the necessary
parameters to this program from another program.

I didn't want to use a BPM or BAQ because of the need to automate this
procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
easily. We do have APM but I would need a way to automatically generate
the files to send through APM. Since I know Progress I decided this
would be the best solution. Here is what I did.

I wrote a program to pull in all the past due invoices and then do an
aging on them to put them into their correct buckets (30, 60, 90, 120
days past due) breaking out those invoices which have multiple payments
tied to them. Then for each customer I call "smtpmail.p" and pass the
email address and the information for the email and the program will
automatically send out the email in the format I want. I did use HTML in
the body of the email to format everything into a table and rows view
and add our Company Logo to the top of the email.

I then went ahead and scheduled my program to run as a batch job using
Windows Scheduler on the server to run this program once an month. Now
once a month each customer that has invoices more than 14 days past it's
due date they will receive a nice "reminder" email letting them know
exactly which invoices are past due and by how much they are past due
(easily see this based on the aging sent in the body of the email).

The program takes only a few seconds to run and spit out the emails. If
anyone is interested in more information on how I did this please let me
know and I would be more than happy to share. Thank you!

Robert Nupp
robert.nupp@... <mailto:robert.nupp%40lacledegroup.com>

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"NigelK" <nigel.kerley@...> wrote:

>
> Hi Robert,
>
> I don't think what you're trying to do is available "out-of-the-box"

but here's a few suggestions:

>
> 1. Create a reminder letter in Crystal Reports using an ODBC

connection (ie. outside of Vantage), schedule the report using Logicity
(free from http://www.logicitysuite.com/) and send the output to
doc-link for automated emailing.

>
> Problem with this solution is that the doc-link module costs, if you

don't already have it.

>
> 2. You could create a BPM with a 4GL action that would loop through

the Customer table/InvcHead table looking for any such invoices, then
the code would create a dynamic email (there have been posts on how to
do this recently) within the loop to send the reminder.

>
> Problem with this solution is that - and someone *please* correct me

if you know differently - you can't schedule a BPM. A BPM can only be
run when a user carries out an action within Vantage. You could create
the BPM against a UD table and have it run when a user "saves" some
meaningless piece of data, but this would still have to be done
manually.

>
>
> Maybe someone else can come up with a better idea....
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,

"Robert" <robert.nupp@> wrote:

> >
> > We are currently on Vantage 8.03.408a and a request from our

Accounting department just came across my desk to send out a reminder
email to all customers whose invoice is past due by more than 2 weeks.

> >
> > We would like to automate a process that would run a query on the

Database to show customers which have invoices that are 2 weeks or more
past their due date and then pick up the email address from the primary
billing contact from that customer and automatically send them one email
that would show all their invoices that are past due with a reminder to
let them know they are past due and how much is outstanding on each
invoice.

> >
> > Is anyone currently doing something like this and if so how are you

accomplishing this? Any help would be appreciated. Thanks

> >
> > Robert Nupp
> >
>

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

[system]

We would be interested as well!

--Matt

--- In vantage@yahoogroups.com, "Robert" <robert.nupp@...> wrote:
>
>
> Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p". This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.
>
> I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.
>
> I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.
>
> I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).
>
> The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!
>
> Robert Nupp
> robert.nupp@...
>
>
>
>
> --- In vantage@yahoogroups.com, "NigelK" <nigel.kerley@> wrote:
> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the-box" but here's a few suggestions:
> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.
> >
> > Problem with this solution is that the doc-link module costs, if you don't already have it.
> >
> > 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
> >
> > Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
> >
> >
> > Maybe someone else can come up with a better idea....
> >
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups.com, "Robert" <robert.nupp@> wrote:
> > >
> > > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> > >
> > > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> > >
> > > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> > >
> > > Robert Nupp
> > >
> >
>

[system]

I'd be interested in this too!!

--- In vantage@yahoogroups.com, "Karen Schoenung" <kschoenung@...> wrote:
>
> Sounds like something we may want in the future too - include us too.
>
> Thanks!
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of NigelK
> Sent: Thursday, March 18, 2010 2:13 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
>
>
>
> Me too!
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Brian W. Spolarich " <bspolarich@> wrote:
> >
> > I'm game.
> >
> > --
> > Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix
> / Picometrix
> > bspolarich@ ~ 734-864-5618 ~ www.advancedphotonix.com
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of Robert
> > Sent: Thursday, March 18, 2010 12:33 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: Email Past Due Invoice Reminders
> >
> >
> > Thanks for all the responses on this. I ended up finding a progress
> program online called "smtpmail.p". This program actually does the
> processing of the email all you have to do is pass the necessary
> parameters to this program from another program.
> >
> > I didn't want to use a BPM or BAQ because of the need to automate this
> procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
> easily. We do have APM but I would need a way to automatically generate
> the files to send through APM. Since I know Progress I decided this
> would be the best solution. Here is what I did.
> >
> > I wrote a program to pull in all the past due invoices and then do an
> aging on them to put them into their correct buckets (30, 60, 90, 120
> days past due) breaking out those invoices which have multiple payments
> tied to them. Then for each customer I call "smtpmail.p" and pass the
> email address and the information for the email and the program will
> automatically send out the email in the format I want. I did use HTML in
> the body of the email to format everything into a table and rows view
> and add our Company Logo to the top of the email.
> >
> > I then went ahead and scheduled my program to run as a batch job using
> Windows Scheduler on the server to run this program once an month. Now
> once a month each customer that has invoices more than 14 days past it's
> due date they will receive a nice "reminder" email letting them know
> exactly which invoices are past due and by how much they are past due
> (easily see this based on the aging sent in the body of the email).
> >
> > The program takes only a few seconds to run and spit out the emails.
> If anyone is interested in more information on how I did this please let
> me know and I would be more than happy to share. Thank you!
> >
> > Robert Nupp
> > robert.nupp@
> >
> >
> >
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "NigelK" <nigel.kerley@> wrote:
> > >
> > > Hi Robert,
> > >
> > > I don't think what you're trying to do is available "out-of-the-box"
> but here's a few suggestions:
> > >
> > > 1. Create a reminder letter in Crystal Reports using an ODBC
> connection (ie. outside of Vantage), schedule the report using Logicity
> (free from http://www.logicitysuite.com/ <http://www.logicitysuite.com/>
> ) and send the output to doc-link for automated emailing.
> > >
> > > Problem with this solution is that the doc-link module costs, if you
> don't already have it.
> > >
> > > 2. You could create a BPM with a 4GL action that would loop through
> the Customer table/InvcHead table looking for any such invoices, then
> the code would create a dynamic email (there have been posts on how to
> do this recently) within the loop to send the reminder.
> > >
> > > Problem with this solution is that - and someone *please* correct me
> if you know differently - you can't schedule a BPM. A BPM can only be
> run when a user carries out an action within Vantage. You could create
> the BPM against a UD table and have it run when a user "saves" some
> meaningless piece of data, but this would still have to be done
> manually.
> > >
> > >
> > > Maybe someone else can come up with a better idea....
> > >
> > >
> > > HTH,
> > >
> > > Nigel.
> > >
> > >
> > > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Robert" <robert.nupp@> wrote:
> > > >
> > > > We are currently on Vantage 8.03.408a and a request from our
> Accounting department just came across my desk to send out a reminder
> email to all customers whose invoice is past due by more than 2 weeks.
> > > >
> > > > We would like to automate a process that would run a query on the
> Database to show customers which have invoices that are 2 weeks or more
> past their due date and then pick up the email address from the primary
> billing contact from that customer and automatically send them one email
> that would show all their invoices that are past due with a reminder to
> let them know they are past due and how much is outstanding on each
> invoice.
> > > >
> > > > Is anyone currently doing something like this and if so how are
> you accomplishing this? Any help would be appreciated. Thanks
> > > >
> > > > Robert Nupp
> > > >
> > >
> >
> >
> >
> >
> > ------------------------------------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: 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/.
> <http://groups.yahoo.com/group/vantage/files/.>
> > (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> <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
> <http://groups.yahoo.com/group/vantage/linksYahoo> ! Groups Links
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[system]

We're interested here as well. Would you mind uploading the program to the
group's file section?



Regards,
Scott



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
NigelK
Sent: Thursday, March 18, 2010 3:13 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Past Due Invoice Reminders



Me too!

--- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com, "Brian
W. Spolarich " <bspolarich@...> wrote:

>
> I'm game.
>
> --
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /

Picometrix

> bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
>
>
> -----Original Message-----
> From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com

[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf Of Robert

> Sent: Thursday, March 18, 2010 12:33 PM
> To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
> Thanks for all the responses on this. I ended up finding a progress

program online called "smtpmail.p". This program actually does the
processing of the email all you have to do is pass the necessary parameters
to this program from another program.

>
> I didn't want to use a BPM or BAQ because of the need to automate this

procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
easily. We do have APM but I would need a way to automatically generate the
files to send through APM. Since I know Progress I decided this would be the
best solution. Here is what I did.

>
> I wrote a program to pull in all the past due invoices and then do an

aging on them to put them into their correct buckets (30, 60, 90, 120 days
past due) breaking out those invoices which have multiple payments tied to
them. Then for each customer I call "smtpmail.p" and pass the email address
and the information for the email and the program will automatically send
out the email in the format I want. I did use HTML in the body of the email
to format everything into a table and rows view and add our Company Logo to
the top of the email.

>
> I then went ahead and scheduled my program to run as a batch job using

Windows Scheduler on the server to run this program once an month. Now once
a month each customer that has invoices more than 14 days past it's due date
they will receive a nice "reminder" email letting them know exactly which
invoices are past due and by how much they are past due (easily see this
based on the aging sent in the body of the email).

>
> The program takes only a few seconds to run and spit out the emails. If

anyone is interested in more information on how I did this please let me
know and I would be more than happy to share. Thank you!

>
> Robert Nupp
> robert.nupp@...
>
>
> --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,

"NigelK" <nigel.kerley@> wrote:

> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the-box" but

here's a few suggestions:

> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC connection

(ie. outside of Vantage), schedule the report using Logicity (free from
http://www.logicity <http://www.logicitysuite.com/> suite.com/) and send the
output to doc-link for automated emailing.

> >
> > Problem with this solution is that the doc-link module costs, if you

don't already have it.

> >
> > 2. You could create a BPM with a 4GL action that would loop through the

Customer table/InvcHead table looking for any such invoices, then the code
would create a dynamic email (there have been posts on how to do this
recently) within the loop to send the reminder.

> >
> > Problem with this solution is that - and someone *please* correct me if

you know differently - you can't schedule a BPM. A BPM can only be run when
a user carries out an action within Vantage. You could create the BPM
against a UD table and have it run when a user "saves" some meaningless
piece of data, but this would still have to be done manually.

> >
> > Maybe someone else can come up with a better idea....
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com,

"Robert" <robert.nupp@> wrote:

> > >
> > > We are currently on Vantage 8.03.408a and a request from our

Accounting department just came across my desk to send out a reminder email
to all customers whose invoice is past due by more than 2 weeks.

> > >
> > > We would like to automate a process that would run a query on the

Database to show customers which have invoices that are 2 weeks or more past
their due date and then pick up the email address from the primary billing
contact from that customer and automatically send them one email that would
show all their invoices that are past due with a reminder to let them know
they are past due and how much is outstanding on each invoice.

> > >
> > > Is anyone currently doing something like this and if so how are you

accomplishing this? Any help would be appreciated. Thanks

> > >
> > > Robert Nupp
>

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

[system]

I'll upload it on Monday.




________________________________
From: "sysadmin@..." <sysadmin@...>
To: vantage@yahoogroups.com
Sent: Fri, March 19, 2010 3:17:45 PM
Subject: RE: [Vantage] Re: Email Past Due Invoice Reminders

Â
We're interested here as well. Would you mind uploading the program to the
group's file section?

Regards,
Scott

_____

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
NigelK
Sent: Thursday, March 18, 2010 3:13 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Re: Email Past Due Invoice Reminders

Me too!

--- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com, "Brian
W. Spolarich " <bspolarich@ ...> wrote:

>
> I'm game.
>
> --
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /

Picometrix

> bspolarich@. .. ~ 734-864-5618 ~ www.advancedphotoni x.com
>
>
> -----Original Message-----
> From: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com

[mailto:vantage@ yahoogroups <mailto:vantage% 40yahoogroups. com> .com] On
Behalf Of Robert

> Sent: Thursday, March 18, 2010 12:33 PM
> To: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
> Thanks for all the responses on this. I ended up finding a progress

program online called "smtpmail.p" . This program actually does the
processing of the email all you have to do is pass the necessary parameters
to this program from another program.

>
> I didn't want to use a BPM or BAQ because of the need to automate this

procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
easily. We do have APM but I would need a way to automatically generate the
files to send through APM. Since I know Progress I decided this would be the
best solution. Here is what I did.

>
> I wrote a program to pull in all the past due invoices and then do an

aging on them to put them into their correct buckets (30, 60, 90, 120 days
past due) breaking out those invoices which have multiple payments tied to
them. Then for each customer I call "smtpmail.p" and pass the email address
and the information for the email and the program will automatically send
out the email in the format I want. I did use HTML in the body of the email
to format everything into a table and rows view and add our Company Logo to
the top of the email.

>
> I then went ahead and scheduled my program to run as a batch job using

Windows Scheduler on the server to run this program once an month. Now once
a month each customer that has invoices more than 14 days past it's due date
they will receive a nice "reminder" email letting them know exactly which
invoices are past due and by how much they are past due (easily see this
based on the aging sent in the body of the email).

>
> The program takes only a few seconds to run and spit out the emails. If

anyone is interested in more information on how I did this please let me
know and I would be more than happy to share. Thank you!

>
> Robert Nupp
> robert.nupp@ ...
>
>
> --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,

"NigelK" <nigel.kerley@ > wrote:

> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the- box" but

here's a few suggestions:

> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC connection

(ie. outside of Vantage), schedule the report using Logicity (free from
http://www.logicity <http://www.logicitysuite.com/> suite.com/) and send the
output to doc-link for automated emailing.

> >
> > Problem with this solution is that the doc-link module costs, if you

don't already have it.

> >
> > 2. You could create a BPM with a 4GL action that would loop through the

Customer table/InvcHead table looking for any such invoices, then the code
would create a dynamic email (there have been posts on how to do this
recently) within the loop to send the reminder.

> >
> > Problem with this solution is that - and someone *please* correct me if

you know differently - you can't schedule a BPM. A BPM can only be run when
a user carries out an action within Vantage. You could create the BPM
against a UD table and have it run when a user "saves" some meaningless
piece of data, but this would still have to be done manually.

> >
> > Maybe someone else can come up with a better idea....
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,

"Robert" <robert.nupp@ > wrote:

> > >
> > > We are currently on Vantage 8.03.408a and a request from our

Accounting department just came across my desk to send out a reminder email
to all customers whose invoice is past due by more than 2 weeks.

> > >
> > > We would like to automate a process that would run a query on the

Database to show customers which have invoices that are 2 weeks or more past
their due date and then pick up the email address from the primary billing
contact from that customer and automatically send them one email that would
show all their invoices that are past due with a reminder to let them know
they are past due and how much is outstanding on each invoice.

> > >
> > > Is anyone currently doing something like this and if so how are you

accomplishing this? Any help would be appreciated. Thanks

> > >
> > > Robert Nupp
>

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







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

[system]

Has this been uploaded, and if so, where would we find it?

Thanks,
Ed
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Friday, March 19, 2010 3:25 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Email Past Due Invoice Reminders



I'll upload it on Monday.

________________________________
From: "sysadmin@...<mailto:sysadmin%40mercuryelectronics.com>" <sysadmin@...<mailto:sysadmin%40mercuryelectronics.com>>
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Sent: Fri, March 19, 2010 3:17:45 PM
Subject: RE: [Vantage] Re: Email Past Due Invoice Reminders


We're interested here as well. Would you mind uploading the program to the
group's file section?

Regards,
Scott

_____

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
NigelK
Sent: Thursday, March 18, 2010 3:13 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Re: Email Past Due Invoice Reminders

Me too!

--- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com, "Brian
W. Spolarich " <bspolarich@ ...> wrote:

>
> I'm game.
>
> --
> Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /

Picometrix

> bspolarich@. .. ~ 734-864-5618 ~ www.advancedphotoni x.com
>
>
> -----Original Message-----
> From: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com

[mailto:vantage@ yahoogroups <mailto:vantage% 40yahoogroups. com> .com] On
Behalf Of Robert

> Sent: Thursday, March 18, 2010 12:33 PM
> To: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
> Thanks for all the responses on this. I ended up finding a progress

program online called "smtpmail.p" . This program actually does the
processing of the email all you have to do is pass the necessary parameters
to this program from another program.

>
> I didn't want to use a BPM or BAQ because of the need to automate this

procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
easily. We do have APM but I would need a way to automatically generate the
files to send through APM. Since I know Progress I decided this would be the
best solution. Here is what I did.

>
> I wrote a program to pull in all the past due invoices and then do an

aging on them to put them into their correct buckets (30, 60, 90, 120 days
past due) breaking out those invoices which have multiple payments tied to
them. Then for each customer I call "smtpmail.p" and pass the email address
and the information for the email and the program will automatically send
out the email in the format I want. I did use HTML in the body of the email
to format everything into a table and rows view and add our Company Logo to
the top of the email.

>
> I then went ahead and scheduled my program to run as a batch job using

Windows Scheduler on the server to run this program once an month. Now once
a month each customer that has invoices more than 14 days past it's due date
they will receive a nice "reminder" email letting them know exactly which
invoices are past due and by how much they are past due (easily see this
based on the aging sent in the body of the email).

>
> The program takes only a few seconds to run and spit out the emails. If

anyone is interested in more information on how I did this please let me
know and I would be more than happy to share. Thank you!

>
> Robert Nupp
> robert.nupp@ ...
>
>
> --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,

"NigelK" <nigel.kerley@ > wrote:

> >
> > Hi Robert,
> >
> > I don't think what you're trying to do is available "out-of-the- box" but

here's a few suggestions:

> >
> > 1. Create a reminder letter in Crystal Reports using an ODBC connection

(ie. outside of Vantage), schedule the report using Logicity (free from
http://www.logicity <http://www.logicitysuite.com/> suite.com/) and send the
output to doc-link for automated emailing.

> >
> > Problem with this solution is that the doc-link module costs, if you

don't already have it.

> >
> > 2. You could create a BPM with a 4GL action that would loop through the

Customer table/InvcHead table looking for any such invoices, then the code
would create a dynamic email (there have been posts on how to do this
recently) within the loop to send the reminder.

> >
> > Problem with this solution is that - and someone *please* correct me if

you know differently - you can't schedule a BPM. A BPM can only be run when
a user carries out an action within Vantage. You could create the BPM
against a UD table and have it run when a user "saves" some meaningless
piece of data, but this would still have to be done manually.

> >
> > Maybe someone else can come up with a better idea....
> >
> > HTH,
> >
> > Nigel.
> >
> >
> > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,

"Robert" <robert.nupp@ > wrote:

> > >
> > > We are currently on Vantage 8.03.408a and a request from our

Accounting department just came across my desk to send out a reminder email
to all customers whose invoice is past due by more than 2 weeks.

> > >
> > > We would like to automate a process that would run a query on the

Database to show customers which have invoices that are 2 weeks or more past
their due date and then pick up the email address from the primary billing
contact from that customer and automatically send them one email that would
show all their invoices that are past due with a reminder to let them know
they are past due and how much is outstanding on each invoice.

> > >
> > > Is anyone currently doing something like this and if so how are you

accomplishing this? Any help would be appreciated. Thanks

> > >
> > > Robert Nupp
>

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

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


________________________________
The information contained in this message is intended solely for the individual to whom it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the contents of this information, is strictly prohibited.
We have taken precautions to minimize the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this message. We cannot accept liability for any loss or damage caused by software viruses.

This message (including any attachments) is intended only for
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If you are not the intended recipient, you are hereby notified
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(i) destroy this message if a facsimile or (ii) delete this message
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Thank you.


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

[system]

I would really love a copy of this too... is it/where is it uploaded?

Thanks,
Keith

--- In vantage@yahoogroups.com, Ed Garbowski <egarbowski@...> wrote:
>
> Has this been uploaded, and if so, where would we find it?
>
> Thanks,
> Ed
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
> Sent: Friday, March 19, 2010 3:25 PM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Re: Email Past Due Invoice Reminders
>
>
>
> I'll upload it on Monday.
>
> ________________________________
> From: "sysadmin@...<mailto:sysadmin%40mercuryelectronics.com>" <sysadmin@...<mailto:sysadmin%40mercuryelectronics.com>>
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Sent: Fri, March 19, 2010 3:17:45 PM
> Subject: RE: [Vantage] Re: Email Past Due Invoice Reminders
>
>
> We're interested here as well. Would you mind uploading the program to the
> group's file section?
>
> Regards,
> Scott
>
> _____
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
> NigelK
> Sent: Thursday, March 18, 2010 3:13 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
> Me too!
>
> --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com, "Brian
> W. Spolarich " <bspolarich@ ...> wrote:
> >
> > I'm game.
> >
> > --
> > Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
> Picometrix
> > bspolarich@ .. ~ 734-864-5618 ~ www.advancedphotoni x.com
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> [mailto:vantage@ yahoogroups <mailto:vantage% 40yahoogroups. com> .com] On
> Behalf Of Robert
> > Sent: Thursday, March 18, 2010 12:33 PM
> > To: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> > Subject: [Vantage] Re: Email Past Due Invoice Reminders
> >
> > Thanks for all the responses on this. I ended up finding a progress
> program online called "smtpmail.p" . This program actually does the
> processing of the email all you have to do is pass the necessary parameters
> to this program from another program.
> >
> > I didn't want to use a BPM or BAQ because of the need to automate this
> procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
> easily. We do have APM but I would need a way to automatically generate the
> files to send through APM. Since I know Progress I decided this would be the
> best solution. Here is what I did.
> >
> > I wrote a program to pull in all the past due invoices and then do an
> aging on them to put them into their correct buckets (30, 60, 90, 120 days
> past due) breaking out those invoices which have multiple payments tied to
> them. Then for each customer I call "smtpmail.p" and pass the email address
> and the information for the email and the program will automatically send
> out the email in the format I want. I did use HTML in the body of the email
> to format everything into a table and rows view and add our Company Logo to
> the top of the email.
> >
> > I then went ahead and scheduled my program to run as a batch job using
> Windows Scheduler on the server to run this program once an month. Now once
> a month each customer that has invoices more than 14 days past it's due date
> they will receive a nice "reminder" email letting them know exactly which
> invoices are past due and by how much they are past due (easily see this
> based on the aging sent in the body of the email).
> >
> > The program takes only a few seconds to run and spit out the emails. If
> anyone is interested in more information on how I did this please let me
> know and I would be more than happy to share. Thank you!
> >
> > Robert Nupp
> > robert.nupp@ ...
> >
> >
> > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,
> "NigelK" <nigel.kerley@ > wrote:
> > >
> > > Hi Robert,
> > >
> > > I don't think what you're trying to do is available "out-of-the- box" but
> here's a few suggestions:
> > >
> > > 1. Create a reminder letter in Crystal Reports using an ODBC connection
> (ie. outside of Vantage), schedule the report using Logicity (free from
> http://www.logicity <http://www.logicitysuite.com/> suite.com/) and send the
> output to doc-link for automated emailing.
> > >
> > > Problem with this solution is that the doc-link module costs, if you
> don't already have it.
> > >
> > > 2. You could create a BPM with a 4GL action that would loop through the
> Customer table/InvcHead table looking for any such invoices, then the code
> would create a dynamic email (there have been posts on how to do this
> recently) within the loop to send the reminder.
> > >
> > > Problem with this solution is that - and someone *please* correct me if
> you know differently - you can't schedule a BPM. A BPM can only be run when
> a user carries out an action within Vantage. You could create the BPM
> against a UD table and have it run when a user "saves" some meaningless
> piece of data, but this would still have to be done manually.
> > >
> > > Maybe someone else can come up with a better idea....
> > >
> > > HTH,
> > >
> > > Nigel.
> > >
> > >
> > > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,
> "Robert" <robert.nupp@ > wrote:
> > > >
> > > > We are currently on Vantage 8.03.408a and a request from our
> Accounting department just came across my desk to send out a reminder email
> to all customers whose invoice is past due by more than 2 weeks.
> > > >
> > > > We would like to automate a process that would run a query on the
> Database to show customers which have invoices that are 2 weeks or more past
> their due date and then pick up the email address from the primary billing
> contact from that customer and automatically send them one email that would
> show all their invoices that are past due with a reminder to let them know
> they are past due and how much is outstanding on each invoice.
> > > >
> > > > Is anyone currently doing something like this and if so how are you
> accomplishing this? Any help would be appreciated. Thanks
> > > >
> > > > Robert Nupp
> >
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
> ________________________________
> The information contained in this message is intended solely for the individual to whom it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the contents of this information, is strictly prohibited.
> We have taken precautions to minimize the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this message. We cannot accept liability for any loss or damage caused by software viruses.
>
> This message (including any attachments) is intended only for
> the use of the individual or entity to which it is addressed and
> may contain information that is non-public, proprietary,
> privileged, confidential, and exempt from disclosure under
> applicable law or may constitute as attorney work product.
> If you are not the intended recipient, you are hereby notified
> that any use, dissemination, distribution, or copying of this
> communication is strictly prohibited. If you have received this
> communication in error, notify us immediately by telephone and
> (i) destroy this message if a facsimile or (ii) delete this message
> immediately if this is an electronic communication.
>
> Thank you.
>
>
> [Non-text portions of this message have been removed]
>

[system]

We'd sure be interested. Would you include us too?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Robert
Sent: Thursday, March 18, 2010 11:33 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Email Past Due Invoice Reminders



Thanks for all the responses on this. I ended up finding a progress program online called "smtpmail.p". This program actually does the processing of the email all you have to do is pass the necessary parameters to this program from another program.

I didn't want to use a BPM or BAQ because of the need to automate this procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very easily. We do have APM but I would need a way to automatically generate the files to send through APM. Since I know Progress I decided this would be the best solution. Here is what I did.

I wrote a program to pull in all the past due invoices and then do an aging on them to put them into their correct buckets (30, 60, 90, 120 days past due) breaking out those invoices which have multiple payments tied to them. Then for each customer I call "smtpmail.p" and pass the email address and the information for the email and the program will automatically send out the email in the format I want. I did use HTML in the body of the email to format everything into a table and rows view and add our Company Logo to the top of the email.

I then went ahead and scheduled my program to run as a batch job using Windows Scheduler on the server to run this program once an month. Now once a month each customer that has invoices more than 14 days past it's due date they will receive a nice "reminder" email letting them know exactly which invoices are past due and by how much they are past due (easily see this based on the aging sent in the body of the email).

The program takes only a few seconds to run and spit out the emails. If anyone is interested in more information on how I did this please let me know and I would be more than happy to share. Thank you!

Robert Nupp
robert.nupp@...<mailto:robert.nupp%40lacledegroup.com>

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "NigelK" <nigel.kerley@...> wrote:
>
> Hi Robert,
>
> I don't think what you're trying to do is available "out-of-the-box" but here's a few suggestions:
>
> 1. Create a reminder letter in Crystal Reports using an ODBC connection (ie. outside of Vantage), schedule the report using Logicity (free from http://www.logicitysuite.com/) and send the output to doc-link for automated emailing.
>
> Problem with this solution is that the doc-link module costs, if you don't already have it.
>
> 2. You could create a BPM with a 4GL action that would loop through the Customer table/InvcHead table looking for any such invoices, then the code would create a dynamic email (there have been posts on how to do this recently) within the loop to send the reminder.
>
> Problem with this solution is that - and someone *please* correct me if you know differently - you can't schedule a BPM. A BPM can only be run when a user carries out an action within Vantage. You could create the BPM against a UD table and have it run when a user "saves" some meaningless piece of data, but this would still have to be done manually.
>
>
> Maybe someone else can come up with a better idea....
>
>
> HTH,
>
> Nigel.
>
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Robert" <robert.nupp@> wrote:
> >
> > We are currently on Vantage 8.03.408a and a request from our Accounting department just came across my desk to send out a reminder email to all customers whose invoice is past due by more than 2 weeks.
> >
> > We would like to automate a process that would run a query on the Database to show customers which have invoices that are 2 weeks or more past their due date and then pick up the email address from the primary billing contact from that customer and automatically send them one email that would show all their invoices that are past due with a reminder to let them know they are past due and how much is outstanding on each invoice.
> >
> > Is anyone currently doing something like this and if so how are you accomplishing this? Any help would be appreciated. Thanks
> >
> > Robert Nupp
> >
>


________________________________
The information contained in this message is intended solely for the individual to whom it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the contents of this information, is strictly prohibited.
We have taken precautions to minimize the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this message. We cannot accept liability for any loss or damage caused by software viruses.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.


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

[system]

Just wondering if this was uploaded? I did not see it. Thanks.

--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> I'll upload it on Monday.
>
>
>
>
> ________________________________
> From: "sysadmin@..." <sysadmin@...>
> To: vantage@yahoogroups.com
> Sent: Fri, March 19, 2010 3:17:45 PM
> Subject: RE: [Vantage] Re: Email Past Due Invoice Reminders
>
> ÂÂ
> We're interested here as well. Would you mind uploading the program to the
> group's file section?
>
> Regards,
> Scott
>
> _____
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
> NigelK
> Sent: Thursday, March 18, 2010 3:13 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Re: Email Past Due Invoice Reminders
>
> Me too!
>
> --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com, "Brian
> W. Spolarich " <bspolarich@ ...> wrote:
> >
> > I'm game.
> >
> > --
> > Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
> Picometrix
> > bspolarich@ .. ~ 734-864-5618 ~ www.advancedphotoni x.com
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> [mailto:vantage@ yahoogroups <mailto:vantage% 40yahoogroups. com> .com] On
> Behalf Of Robert
> > Sent: Thursday, March 18, 2010 12:33 PM
> > To: vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com
> > Subject: [Vantage] Re: Email Past Due Invoice Reminders
> >
> > Thanks for all the responses on this. I ended up finding a progress
> program online called "smtpmail.p" . This program actually does the
> processing of the email all you have to do is pass the necessary parameters
> to this program from another program.
> >
> > I didn't want to use a BPM or BAQ because of the need to automate this
> procedure and as Nigel pointed out you cannot schedule a BPM or BAQ very
> easily. We do have APM but I would need a way to automatically generate the
> files to send through APM. Since I know Progress I decided this would be the
> best solution. Here is what I did.
> >
> > I wrote a program to pull in all the past due invoices and then do an
> aging on them to put them into their correct buckets (30, 60, 90, 120 days
> past due) breaking out those invoices which have multiple payments tied to
> them. Then for each customer I call "smtpmail.p" and pass the email address
> and the information for the email and the program will automatically send
> out the email in the format I want. I did use HTML in the body of the email
> to format everything into a table and rows view and add our Company Logo to
> the top of the email.
> >
> > I then went ahead and scheduled my program to run as a batch job using
> Windows Scheduler on the server to run this program once an month. Now once
> a month each customer that has invoices more than 14 days past it's due date
> they will receive a nice "reminder" email letting them know exactly which
> invoices are past due and by how much they are past due (easily see this
> based on the aging sent in the body of the email).
> >
> > The program takes only a few seconds to run and spit out the emails. If
> anyone is interested in more information on how I did this please let me
> know and I would be more than happy to share. Thank you!
> >
> > Robert Nupp
> > robert.nupp@ ...
> >
> >
> > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,
> "NigelK" <nigel.kerley@ > wrote:
> > >
> > > Hi Robert,
> > >
> > > I don't think what you're trying to do is available "out-of-the- box" but
> here's a few suggestions:
> > >
> > > 1. Create a reminder letter in Crystal Reports using an ODBC connection
> (ie. outside of Vantage), schedule the report using Logicity (free from
> http://www.logicity <http://www.logicitysuite.com/> suite.com/) and send the
> output to doc-link for automated emailing.
> > >
> > > Problem with this solution is that the doc-link module costs, if you
> don't already have it.
> > >
> > > 2. You could create a BPM with a 4GL action that would loop through the
> Customer table/InvcHead table looking for any such invoices, then the code
> would create a dynamic email (there have been posts on how to do this
> recently) within the loop to send the reminder.
> > >
> > > Problem with this solution is that - and someone *please* correct me if
> you know differently - you can't schedule a BPM. A BPM can only be run when
> a user carries out an action within Vantage. You could create the BPM
> against a UD table and have it run when a user "saves" some meaningless
> piece of data, but this would still have to be done manually.
> > >
> > > Maybe someone else can come up with a better idea....
> > >
> > > HTH,
> > >
> > > Nigel.
> > >
> > >
> > > --- In vantage@yahoogroups <mailto:vantage% 40yahoogroups. com> .com,
> "Robert" <robert.nupp@ > wrote:
> > > >
> > > > We are currently on Vantage 8.03.408a and a request from our
> Accounting department just came across my desk to send out a reminder email
> to all customers whose invoice is past due by more than 2 weeks.
> > > >
> > > > We would like to automate a process that would run a query on the
> Database to show customers which have invoices that are 2 weeks or more past
> their due date and then pick up the email address from the primary billing
> contact from that customer and automatically send them one email that would
> show all their invoices that are past due with a reminder to let them know
> they are past due and how much is outstanding on each invoice.
> > > >
> > > > Is anyone currently doing something like this and if so how are you
> accomplishing this? Any help would be appreciated. Thanks
> > > >
> > > > Robert Nupp
> >
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>