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
Â
Just wondering if this was uploaded? I did not see it. Thanks.
________________________________
From: adamfeu <afeuerstein@...>
To: vantage@yahoogroups.com
Sent: Wed, March 31, 2010 4:53:46 PM
Subject: [Vantage] Re: Email Past Due Invoice Reminders
Â
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
> >
>
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