I have been tasked with keeping a record of AR invoice emails for 1 year. I assumed i could just set a default BCC and automatically BCC each email sent out, unfortunately my tinkering appears seems that even though the field exists on the E-Invoice report table it appears to be ignored.
My next guess is to just record all email sent out by the system, but i cant find out where it stores these emails it logs.
If anyone knows about how to get it to BCC E-Invoices that might could also work.
I don’t have that module…
Do i have to enable it somewhere?
We use APR to send invoices so it’s easy to add a Bcc. But, the system mail log is a menu item like @aosemwengie1 posted.
What version are you on? The data is getting stored in Ice.MailLog or something like that even if you don’t have the UI.
Thank you very much, Kinetic 2022.2.23 is my version.
It looks like i will have to make a Dashboard, really annoying that i don’t have this module but at least i have this option.
Mail log UI was added in 23.1 I think.
Do you happen to know what table stores the Email message? I see a MessageID column on the MailLog table, but i just don’t see a table that you can link that with.
The email body isn’t stored, if you need that then you need to be sending the emails to a mailbox where you can retrieve them later.
Do you happen to know anyway to correlate a given Mail log to anything else?
Does the Mail log UI let you filter by customer ID or Invoices, because the Mail log table does not seem to have any information that lets you link it back to the event that caused the email to be sent?
No. You’d need to add a BPM or function to customize it if you want to do that. Or, just Bcc to a mailbox.
Here’s what the log shows. It’s pretty simple.
We’re doing SMTP/365 emails from Kinetic…so I can just open Outlook to the mailbox of the sending address (we only use one, not personalized) and find whatever message I need. You could probably export a list of sent messages for a specific timeframe and build a report from that.
Exchange (M365) has all sorts of reporting built in. Both from the EAC or Exchange CLI. If you use any of the other SMTP services (SendGrid, MailGun, AWS SES, etc.) they all have their own logging to. Most of those don’t log email body or attachments. But, the meta data is logged.
If you need the actual attachments and body you’d need to Bcc the email to a compliance mailbox or send from a mailbox and get the sent emails.
darn thanks though. sadly i tried to make a bpm, but it appears to ignore the BCC when using the Mass generate E-Invoice process.
The Table has a column for Default BCC but the UI does not list the BCC field for input, and when i made a BPM to populate it, the process ignored it.
True…but if one doesn’t have Exchange admin rights it might be tough…so I figured the Sent Items export might be a workaround.
unfortunately the email address that sends the emails does not record emails sent from Epicor since it uses SMTP to send them.
Hmm…ours go to a Sent Items folder in the sending mailbox…maybe it’s enabled in 365 by default.
There’s a flag that your M365/Exchange admin can enable/disable to copy SMTP sent items to the mailbox. That may be off if it’s not keeping a copy.
I am the admin for Epicor and our email provider account. I’ll give the email provider a call and see if its a back end thing that i don’t have access too.
Thanks for the help guys
